Financial Analyst

Key Responsibilities

Financial Planning & Analysis

• Assist in preparing annual budgets and periodic forecasts by gathering inputs,

analyzing trends, and updating models.

• Support scenario modeling and financial analysis related to pricing, staffing, and

operational initiatives.

• Conduct monthly variance analysis and clearly communicate key drivers of

performance.

• Help maintain and update financial models used for planning and decision-making.

Reporting & Data Analysis

• Compile data for monthly financial and operational reporting packages for senior

leadership.

• Assist in creating executive-ready schedules, charts, and summaries that translate

financial results into actionable insights.

• Support the development and improvement of KPIs, dashboards, and reporting

tools.• Partner with Accounting to support close-related analysis and reconciliations.

Operational & Business Support

• Work with Operations, HR, Billing, and other departments to analyze revenue, labor

costs, productivity, and operational metrics.

• Assist in multi-location and segmented P&L reporting.

• Provide ad-hoc financial and operational analysis for strategic and tactical business

initiatives.

Systems & Process Support

• Assist in maintaining reporting systems, Power BI dashboards, and automated

workflows.

• Support process improvements that enhance reporting accuracy and operational

efficiency.

• Participate in system updates or data-related projects as required.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field required.

• 1–3 years of financial analysis or related experience preferred; strong internship or

co-op experience will be considered.

• Strong analytical skills with the ability to interpret financial and operational data.

• Proficiency in Excel required; exposure to Power BI, data modeling, or automation

tools is a plus.

• Familiarity with budgeting, forecasting, and financial reporting processes.

• Strong communication skills and ability to work effectively with both financial and

non-financial teams.

• High attention to detail, strong organization, and willingness to learn complex

operations.