Financial Analyst I - FP&A

Our advisors handle retirement planning, investment management and estate coordination for about 900 households. The Financial Analyst I - FP&A builds budgets, forecasts and monthly variance reports for operating leaders. We work hybrid out of Mount Vernon, usually three days in, two days remote.

• Partner with department heads to understand spending and headcount plans.
• Track headcount and payroll costs against plan.
• Answer ad hoc questions from the CFO with quick-turn analysis.

What you'll need:

• 1+ years of FP&A, corporate finance or public accounting experience.
• Familiar with an ERP such as NetSuite, SAP or Oracle.
• Clear written commentary for monthly reporting.
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models.

Salary: $67,000 - $78,000/year

We offer health, dental and vision coverage starting on day one, 401(k) with a 100% match up to 5%, paid holidays, referral program and cell phone reimbursement.

This position requires a background check.

Start: Immediately.

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