Financial Analyst

Job Overview

We are seeking a detail-oriented and analytical Financial Analyst to join our growing Finance team. The successful candidate will be responsible for analyzing financial data, creating models, preparing reports, and providing insights to support strategic decision-making and improve financial performance.

Key Responsibilities

Analyze financial data and trends to assist in budgeting, forecasting, and long-term planning

Assist in the preparation of monthly, quarterly, and annual financial reports and presentations for internal stakeholders

Assist in the budgeting process implementation and maintenance in NetSuite

Load budgets/forecast to ERP system; conduct audits of loaded budgets and forecasts to ensure accuracy and compliance with organizational standards

Develop and maintain complex financial models to evaluate business scenarios

Assist in tracking key performance indicators (KPIs) and variances from budget/forecast

Support the preparation of management reports, dashboards, and executive summaries

Conduct profitability analysis on products, services, or departments

Partner with business units to provide financial insights that support strategic initiatives

Participate in audit support, cost-saving initiatives, and process improvements

Other Ad-hoc report as requested

Qualifications and Skills

Bachelor's degree in Finance, Accounting, Economics, or related field (CPA or CFA is a plus)

2+ years of experience in financial analysis, reporting, or business analytics

Strong proficiency in Microsoft Excel and financial modeling; experience with ERP systems (e.g., SAP, NetSuite) is preferred

High attention to detail, accuracy, and time management

Strong analytical, problem-solving, and communication skills

Ability to present complex financial data in a clear and concise manner

Team player with the ability to work independently under tight deadlines

Preferred Qualifications

Experience in NetSuite, advanced knowledge of Excel

Knowledge of data visualization tools (e.g., Power BI, Tableau)

Familiarity with accounting principles and financial reporting standards