Financial Analyst

A bit about us:

Our advisors handle retirement planning, investment management and estate coordination for about 900 households.

Position summary:

This is a new role. The team has doubled in size over the past year. We want an analyst who can explain why the numbers moved, in plain language, to people who do not work in finance. Joining the Corporate Finance team in High Point, reporting to the FP&A Manager. This role is fully remote within the US. Flexible hours with a daily team call in the morning. You will write a lot of updates, so clear written English is important.

In this role you will:

• Track headcount and payroll costs against plan.
• Develop dashboards in Power BI or Tableau for leadership.
• Build and maintain the annual budget and quarterly forecast models.
• Reconcile forecast data with accounting after close.
• Partner with department heads to understand spending and headcount plans.

Skills and experience:

• 3+ years of FP&A, corporate finance or public accounting experience.
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models.
• Bachelor's degree in finance, accounting or economics.
• Comfortable presenting to non-finance managers.
• Clear written commentary for monthly reporting.

What we offer:

• Health insurance.
• 401(k) with 4% match.
• 11 paid holidays.

Most hires start within two to three weeks of an offer.

Start: Within 30 days.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at High Point Lending.