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Financial analyst

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
English

Other Skills

  • Forecasting
  • Budgeting
  • Microsoft Excel
  • Communication
  • Time Management
  • Critical Thinking
  • Personal Integrity
  • Analytical Thinking
  • Detail Oriented
  • Business Acumen
  • Strategic Thinking
  • Presentations
  • Problem Solving

Job description


Job Title: Financial Analyst

Location: CA
Department: Finance / Accounting
Reports To: Finance Manager / Director of Finance


Job Summary:

We are seeking a detail-oriented and analytical Financial Analyst to join our finance team. The role involves analyzing financial data, preparing reports, developing forecasts, and providing actionable insights to support strategic decision-making and business growth.


Key Responsibilities:

  • Analyze financial statements, trends, and performance metrics to identify opportunities and risks.

  • Prepare detailed financial models, forecasts, and variance analyses.

  • Support budgeting and long-range financial planning processes.

  • Conduct profitability, cost, and ROI analysis for projects or business units.

  • Provide financial insights to management for strategic and operational decisions.

  • Assist in preparing monthly, quarterly, and annual financial reports.

  • Monitor key performance indicators (KPIs) and recommend improvements.

  • Collaborate with cross-functional teams (operations, sales, accounting) to gather financial data.

  • Ensure compliance with financial policies, accounting standards, and internal controls.

  • Participate in audits, capital expenditure evaluations, and business case development.


Qualifications and Skills:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred).

  • Proven experience (2–5 years) as a Financial Analyst or in a similar analytical role.

  • Strong understanding of financial modeling, budgeting, and forecasting.

  • Advanced proficiency in Excel, Power BI, and financial software (e.g., SAP, Oracle, or QuickBooks).

  • Excellent analytical, problem-solving, and critical-thinking skills.

  • Strong communication and presentation abilities.

  • Attention to detail and ability to work under tight deadlines.


Key Competencies:

  • Financial Planning & Analysis (FP&A)

  • Data Interpretation & Visualization

  • Business Acumen

  • Forecasting & Reporting

  • Strategic Thinking

  • Accuracy & Integrity


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