Financial Analyst (Finance)

ESSENTIAL FUNCTIONS

Financial Planning & Budgeting 40%

Support the annual budgeting process, partnering with department leaders to gather inputs and validate assumptions.

Prepare quarterly forecasts and conduct scenario modeling.

Maintain and improve budget templates, planning tools, and reporting dashboards.

Financial Analysis & Reporting 30%

Conduct monthly budget-to-actual analysis, identify key drivers of variance, and present findings to stakeholders.

Develop and maintain financial models to support initiatives and investment decisions.

Create and distribute internal financial reports and performance scorecards.

Cross-Functional Business Support 15%

Collaborate with Operations, HR, and other departments to understand business trends and recommend data-driven improvements.

Act as a finance partner to department leaders, supporting initiatives with financial impact analysis.

Systems & Process Improvement 10%

Contribute to ongoing enhancements in reporting systems and financial workflows.

Assist in ERP/reporting tool optimization and data integrity efforts (e.g., NetSuite, Abila, NetSuite Analytics Warehouse).

Other 5%

Assist with monthly and quarterly financial presentations and board reporting as needed.

Support financial audits and ensure GAAP-compliant reporting standards are upheld.