Financial Analyst – Remote

Who You Are:

You are a motivated Finance or Accounting professional who is passionate about the financial industry. You excel at being detail-oriented and have experience with annual planning and financial modeling in a fast-moving environment. In this role, you will be a self-starter who is skilled in communicating with cross-functional partners who have different backgrounds, levels, and experiences. A successful candidate will be able to manage complex workflows that involve multiple stakeholders and build strong relationships across teams.

What You’ll Do

Help build out and maintain financial forecast modeling to project earnings and cash needs over multiple years

Assist in loan inventory management and short-term cash forecasting

Responsible for creating, maintaining, analyzing annual budgets and identifying key differences throughout the budget cycle.

Analyze complex financial information, identify trends/opportunities, and provide recommendations to leadership/management for decision-making.

Support financial team leadership

Develop analyses to support strategic initiatives utilizing financial reporting tools including Excel, Adaptive Insights, SQL, or PowerBI

Perform detailed variance analysis evaluating results vs. forecasts, explaining variances attributed to key business drivers, and assisting in month-end financial statements analysis.

Analyze complex financial information, identify trends/opportunities, and provide recommendations to leadership/management for decision-making.

Partner with other members of the Finance department to ensure accurate support for forecast figures is available upon request.

Execute continuous process improvement and ad hoc analysis for the organization.

Ad hoc projects as requested

What You’ll Need

Bachelor’s Degree is required, Finance, Accounting or Economics preferred

2 – 4 years of progressive accounting or finance experience

Strong quantitative skills, knowledge of financial modeling, and a solid background in lending, capital market specifically structured finance or financial services

Working knowledge of US Generally Accepted Accounting Principles (GAAP) is beneficial

Strong command of Microsoft Excel and common database systems is required, while experience with PowerBI, Adaptive Planning Software or SQL is a plus

Self-motivated and strong work ethic, with an ability to work independently on multiple projects simultaneously

Ability to maintain models, identify key financial & non-financial risks, improve processes, and manage data flow

Excellent verbal and written communication and presentation skills with individuals

Able to learn quickly and adapt to a fast-paced, deadline-oriented environment

Able to organize, prioritize tasks, and take accountability

Having or actively pursuing a professional certification such as a CFA, MBA, or CPA is a plus