Financial Analyst I

Regulatory oversight is constant, and the compliance department is one of the largest in the company. Ochrepoint manages assets for more than 200,000 clients through 120 offices. Dress is business casual, and suits come out for client meetings.

The position

Our team is growing and we are hiring a Financial Analyst I. This is an Excel-heavy role. We also use Adaptive Planning and Power BI. Remote within the US. The team meets in Springfield once a quarter, travel covered. Clear written English is a must, as the team works across time zones.

What you'll do

• Present monthly results to operating leaders and explain key drivers
• Develop dashboards in Power BI or Tableau for leadership
• Partner with department heads to understand spending and headcount plans
• Build and maintain the annual budget and quarterly forecast models
• Improve forecasting processes and cut manual steps out of the model
• Support board deck preparation with charts and commentary
• Answer ad hoc questions from the CFO with quick-turn analysis
• Prepare monthly variance analysis against budget and prior year

What you need

• Clear written commentary for monthly reporting
• Experience building budgets and forecasts
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Strong attention to detail in large models
• Familiar with an ERP such as NetSuite, SAP or Oracle

Preferred

• SQL for pulling your own data
• CPA, CFA Level I or MBA

The base pay range for this position is $66,000 to $85,000/year. Actual pay depends on experience, skills and location.

Pay and benefits

• Health insurance
• 401(k) with company match
• Paid sick leave
• $1,000 home office setup budget
• Paid time off
• Paid holidays
• Short- and long-term disability

EOE. We participate in E-Verify.

We are unable to sponsor visas for this position.

Start: Immediately.

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