Senior Financial Analyst - Retirement Services & FinTech

Location

Pittsburgh, PA / Hybrid

Job Type

Full-Time/Exempt

Industry

Retirement Services/FinTech Software

Travel

0%-5%

About The Role

We are seeking a motivated Financial Analyst to join our team. In this role, you will play a crucial part in analyzing financial data, creating insightful models, and offering recommendations that guide business decisions. Reporting directly to the Director of Finance, you will need a strong grasp of financial principles, excellent analytical skills, and the ability to present complex financial information in a clear, effective manner.

This position is primarily remote, but candidates should be located within a 2-hour drive of Pittsburgh, PA, as occasional office visits will be required.

Key Responsibilities

• Analyze financial data and develop comprehensive reports and models to support business decision-making.
• Prepare financial statements and presentations tracking performance against KPIs for the leadership team.
• Monitor financial performance, compare it to forecasts, identify trends, and provide actionable insights.
• Develop and manage budgeting and forecasting processes.
• Assist in preparing and analyzing capital expenditure proposals and investment appraisals.
• Collaborate with various departments to refine KPIs and value drivers, ensuring they align with corporate goals.
• Enhance and develop financial policies, procedures, and controls to ensure accuracy and compliance.
  
  

Required Skills & Abilities

• Proven experience as a Financial Analyst or in a similar role with a solid understanding of financial principles and practices.
• Strong analytical and problem-solving skills, with a keen eye for detail.
• Excellent verbal and written communication skills, with the ability to present financial information clearly and concisely.
• High integrity and professionalism, with a commitment to confidentiality and ethical standards.
  
  

Education And Experience

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Professional certifications (CFA, CPA, etc.) are a plus.
• 3 to 5 years of financial experience.
• Proficiency in financial modeling and forecasting techniques.
• Advanced skills in Microsoft Excel and experience with financial software and ERP systems.
• Experience in a SaaS or start-up environment is preferred.
• Must be a US Citizen, Permanent Resident, or eligible to work in the US permanently.
  
  

We are an equal opportunity employer committed to building a diverse team that represents a variety of backgrounds and experiences. We welcome and encourage applicants from all walks of life.

Employment Type: Full-Time