Financial Analyst

Job Summary

Reporting directly to the Director of Finance, the Financial Analyst will play a key role in financial planning, operational support, and business intelligence. This position will be responsible for collating and transforming data from multiple ERP and operational systems into trusted information, including financial models, forecasts, analyses, and decision-support tools.  

The role will build financial models from scratch, validate data integrity, create dashboards and ad-hoc reports as needed to support the business, and develop actionable insights despite incomplete or inconsistent data. Success in this role requires intellectual curiosity, skepticism of data that does not reconcile, attention to detail, strong problem-solving skills, and the ability to independently identify, investigate, and resolve data quality issues. The position sits at the intersection of FP&A, accounting, data analytics, and financial systems and will play a key role in supporting business growth, acquisitions, and strategic decision-making. 

Advanced Excel skills, and experience with ERP systems (e.g., NetSuite, Sage X3, Quickbooks) and reporting/analytics tools (SQL, Microsoft Power BI, Fabric) is required. 

General Responsibilities and Duties

Financial Planning & Analysis 

• Build and maintain financial models from the ground up to support budgeting, forecasting, long-range planning, profitability analysis, scenario modeling, and strategic initiatives.  
• Perform complex ad hoc analyses to support business decisions, operational initiatives, and executive leadership requests.  
• Analyze financial and operational performance, identify trends and drivers, and provide actionable recommendations.  
• Support annual budgeting, monthly forecasting, and long-term planning processes.  
• Develop business cases and ROI analyses for strategic investments and operational initiatives. 

Data Integration & Financial Modeling 

• Integrate data from multiple ERP, accounting, operational, and third-party systems into a unified financial reporting and modeling environment.  
• Design scalable financial models that combine financial and operational data into meaningful business insights.  
• Create data mapping, transformation, and validation processes to improve consistency and usability of financial information.  
• Develop and maintain advanced Excel-based models utilizing Power Query, data connections, and complex formulas.  
• Leverage SQL and other data tools to extract, transform, validate, and analyze large datasets. 

Data Quality, Reconciliation, & Controls 

• Own the integrity of financial and operational datasets used for management reporting, forecasting, and analysis.  
• Ensure all financial models, forecasts, analyses, and dashboards reconcile to source-system reports, general ledger balances, and approved financial statements.  
• Investigate discrepancies between systems, reports, and analyses and determine root causes.  
• Establish controls, validation checks, and reconciliation processes to ensure data accuracy and reliability.  
• Document assumptions, methodologies, and data sources to improve transparency and auditability. 
• Partner with finance and business teams to improve data quality, automation, and reporting efficiency 

Systems, Automation & Process Improvement 

• Identify opportunities to improve reporting efficiency, reduce manual processes, and enhance financial data quality. 
• Participate in ERP implementations, acquisitions, system integrations, and finance transformation initiatives. 
• Collaborate with cross-functional teams to improve reporting processes and establish a trusted source of financial data. 
• Support the development and maintenance of dashboards and reporting tools used by finance and operational leadership. 

Qualifications

• Bachelor’s degree  
• Minimum of 2 years of experience in FP&A, financial analysis, financial system, business analytics, or a related role 
• Demonstrated experience working with multiple ERP systems; direct integration or consolidation experience strongly preferred 
• Experience developing dashboards and reports in Microsoft Power BI, Tableau, or Looker 
• Advanced Microsoft Excel skills (complex formulas, pivot tables, Power Query, financial modeling) 
• Working knowledge of SQL or equivalent query language sufficient to extract and validate data from relational databases 
• Strong analytical, problem-solving, and attention-to-detail skills 
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment 
• Strong written communication skills – able to translate technical data issues into plain business language 

Physical Demands

The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is frequently required to stand, sit, and walk. The employee is occasionally required to use hands to grasp or handle objects, reach with hands and arms, stoop, talk, and hear. 

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people in this position. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required from personnel. All personnel may be required to perform duties outside their normal responsibilities as needed.