🕒 3 days ago
Analyze financial and credit information, structure and underwrite loan applications, and prepare accurate credit recommendations and approval materials in line with underwriting guidelines.
Financial Analyst - FP&A
📅 Jul 6
Financial Planning And Analysis (fp&a)Financial ModelingFinancial ReportingForecasting
📜 Description
- Build and maintain models for revenue, expenses, margins, and EBITDA; prepare weekly and monthly leadership reports.
- Analyze performance across multiple locations, identify trends, monitor profitability, and recommend improvements.
- Support the 13-week cash flow forecast, update forecasts, and assist with budgeting and long-term planning.
- Analyze financial and CRM data to identify revenue trends, cost variances, and profit opportunities.
- Present findings and recommendations clearly and prepare materials for leadership meetings.
- Collaborate with the CEO, Accounting Manager, and external consultants on financial planning, strategy, and growth projects.
🛠️ Requirements
- 2–3 years of experience in FP&A, financial analysis, or accounting.
- Strong understanding of accounting principles and financial statements.
- Experience preparing financial reports, forecasts, and business analyses.
- Proficiency in Microsoft Excel and experience with QuickBooks Online.
- Experience with Power BI, Tableau, or similar reporting tools.
- Strong analytical and problem-solving skills; excellent written and verbal English communication.
- Multi-location or multi-entity business experience, budgeting, cash flow forecasting, and CRM reporting are preferred; CPA or another finance/accounting certification is a plus.
Full job description
Financial Analyst – FP&A
Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours
About the Role
We are looking for a detail-oriented and analytical Financial Analyst – FP&A to help leadership make smarter financial decisions through accurate reporting, forecasting, and business analysis.
In this role, you will work closely with the CEO, Accounting Manager, and external consultants to analyze company performance, build financial reports, monitor profitability, and support strategic planning across multiple business locations.
This is an excellent opportunity for someone who enjoys working with numbers, identifying business trends, and turning financial data into meaningful insights.
Responsibilities
Financial Analysis & Reporting
- Build and maintain financial models for revenue, expenses, margins, and EBITDA.
- Prepare weekly and monthly financial reports for leadership.
- Analyze business performance across multiple locations and identify trends.
- Monitor profitability and recommend opportunities to improve financial performance.
Forecasting & Planning
- Support the company's 13-week cash flow forecast.
- Update financial forecasts and identify potential financial risks.
- Assist with budgeting and long-term financial planning.
Business Insights
- Analyze financial and CRM data to identify revenue trends, cost variances, and profit opportunities.
- Present findings and recommendations in a clear and easy-to-understand manner.
- Prepare reports and presentations for leadership meetings.
Collaboration
- Work closely with the CEO, Accounting Manager, and external consultants on financial planning and company strategy.
- Support projects that help the company prepare for future growth.
What Makes You a Strong Fit
- You enjoy analyzing financial data and solving business problems.
- You can explain financial information in a simple and practical way.
- You pay close attention to detail and enjoy working with numbers.
- You are proactive and comfortable working independently.
Required Experience & Skills
Must-Have
- 2–3 years of experience in Financial Planning & Analysis (FP&A), Financial Analysis, or Accounting.
- Strong understanding of accounting principles and financial statements.
- Experience preparing financial reports, forecasts, and business analysis.
- Proficiency in Microsoft Excel.
- Experience using QuickBooks Online.
- Experience with Power BI, Tableau, or similar reporting tools.
- Strong analytical and problem-solving skills.
- Excellent written and verbal English communication skills.
Nice-to-Have
- Experience supporting multi-location or multi-entity businesses.
- Experience with budgeting and cash flow forecasting.
- Familiarity with CRM reporting and business performance analysis.
- CPA or other accounting/finance certification is a plus.
What Does a Typical Day Look Like?
Your day starts by reviewing financial reports and updating key business metrics. You analyze revenue, expenses, profitability, and cash flow, then prepare reports that help leadership understand how the business is performing.
Throughout the day, you update financial models, identify trends, investigate unusual financial results, and work with the CEO and Accounting Manager on planning and strategic projects.
Success in this role comes from providing accurate financial insights that help the company make better business decisions.
Interview Process
- Initial Recruiter Screening
- Client Interview
- Offer Stage
Similar jobs
Search more Financial Analyst jobs🕒 3 days ago
Reviews and processes loan applications by validating borrower and financial information, organizing documentation, maintaining accurate records, and coordinating with credit, underwriting, and operations teams.
Contrôleur de gestion (H/F/X)
🕒 6 days ago
Cliniquesaint-Jean👥 501 - 1000 employees🏢 Hospital & Health Care
🕒 6 days ago
Vous consolidez et analysez les données financières de la clinique pour piloter budgets, clôtures, projections et trésorerie, éclairer les décisions du management et développer des outils de suivi de la performance.
🕒 12 days ago
Manage defaulted mortgage loans and guide borrowers through loss-mitigation options, negotiating with investors and coordinating resolutions that help bring loans current or avoid default.
Finance & Tax Support Virtual Assistant
🕒 12 days ago
20four7VA👥 51 - 200 employees🏢 Staffing And Recruiting
🕒 12 days ago
Provide ongoing financial administration and tracking support for business and personal finances, ensuring accuracy and confidentiality in handling sensitive information.