Financial Analyst

Advisors, operations, compliance and technology teams total roughly 800 people.

Position summary:

We are creating this position because the workload has grown. This is an Excel-heavy role. We also use Adaptive Planning and Power BI. Employment is through our payroll partner in Australia. Salary is paid monthly in local currency. Expect to work a schedule that overlaps with US Eastern business hours until about noon ET.

Your responsibilities:

• Update KPIs such as gross margin, CAC and revenue per employee
• Reconcile forecast data with accounting after close
• Support board deck preparation with charts and commentary
• Answer ad hoc questions from the CFO with quick-turn analysis
• Improve forecasting processes and cut manual steps out of the model
• Prepare monthly variance analysis against budget and prior year

About you:

• 2+ years of FP&A, corporate finance or public accounting experience
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Experience building budgets and forecasts

Pay and benefits:

• Paid parental leave
• Co-working space stipend
• 20 days paid time off
• Home office setup budget
• Performance bonus
• Annual learning budget
• Public holidays observed per your country

Shortlisting will begin immediately.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Fox Valley Planning Group.