Financial Analyst

Reporting & Analysis

• Prepare and distribute recurring management reporting packages, including month-end financials, variance analyses, and KPI dashboards

• Support ad hoc financial and operational analyses that inform business decisions

• Translate data into clear, concise narratives for management audiences

Budgeting & Forecasting

• Assist in the annual budgeting process and quarterly reforecast cycles

• Maintain and update financial models with actuals, forecast updates, and scenario assumptions

• Partner with department heads to review their P&Ls, track spend against budget, and flag variances

Accounting Close and Operational Support

• Collaborate directly with the accounting team during monthly and quarterly close

• Gain hands-on experience in Sage Intacct, including journal entries, accruals, and reporting

• Review, code and approve vendor bills and credit card transactions in Bill.com in line with budget and vendor contracts including prepaid subscriptions

• Record and reconcile daily bank activity with Sage Intacct

• Assist with monthly / quarterly balance sheet account reconciliations

• Support accounting team with adhoc reporting requests

• Ensure financial data integrity between source systems and reporting outputs

Systems & Tools

• Work daily in Sage Intacct, Salesforce, and Microsoft Excel

• Leverage Claude (AI) to accelerate analysis, drafting, and research in day-to-day work

• Identify opportunities to improve reporting efficiency and data workflows