· Prepare and analyze financial statements (income statement, balance sheet, cash flow).
· Identify trends, patterns, and variances in financial data to provide actionable insights to management.
· Assist in monthly, quarterly, and annual financial reporting processes.
· Collaborate with department heads to create and maintain budgets and financial forecasts.
· Monitor performance against budgets and forecasts, providing variance analysis and recommendations.
· Build and maintain financial models to support decision-making for various projects, investments, and business strategies.
· Analyze cost structures and profitability across products, departments, or services.
· Use data analysis tools to derive actionable insights from financial and operational data.
· Prepare financial reports and presentations for senior management, stakeholders, and board members.
· Identify opportunities to streamline financial processes and improve reporting accuracy.
· Ensure adherence to financial regulations, internal controls, and company policies.
· Work closely with other departments (e.g., accounting, operations, marketing) to support cross-functional financial analysis and reporting needs.
· Support ad-hoc financial analysis requests from leadership or other departments.
· Bachelorâs Degree in Finance, Accounting, Economics, a related field, or relevant work experience.
· 5+ years of finance experience with a mix of startup and investment banking.
· Self-starter who is able thrive in a dynamic environment under short timelines and changing priorities.
· Proven track record of breaking down and solving complex problems with impeccable business judgment. Ability to distill complex issues into structured frameworks and concrete action plans
· Superior analytical, modeling and presentation skills.
· Superior problem-solving skills and ability to communicate effectively with executive management.
· Detail-oriented to ensure accuracy and quality of output.
· Willing and excited about diving into the numbers and being hands-on.
· Must be a "self-starter" with a can-do attitude and execution mindset.
· Strong business acumen with ability to see "big picture" and strategize.
· Strong verbal and written communication skills to work effectively with business units.
Systems:
· ERP experience, Deltek Vantagepoint preferred
· Advanced Excel skills
· SQL, Tableau, Power BI, Alteryx experience to analyze large datasets
· Onestream experience preferred
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