Financial Analyst I (Revenue)

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.

Role overview

Good fit for someone with a few years in FP&A or public accounting who wants to see more of how the business runs. The Financial Analyst I (Revenue) builds budgets, forecasts and monthly variance reports for operating leaders. Remote within the US. The team meets in Springfield once a quarter, travel covered. We do not have many meetings. Most updates happen in writing.

Duties

• Develop dashboards in Power BI or Tableau for leadership
• Present monthly results to operating leaders and explain key drivers
• Prepare monthly variance analysis against budget and prior year
• Track headcount and payroll costs against plan
• Model pricing changes, capital projects and new business cases
• Reconcile forecast data with accounting after close
• Improve forecasting processes and cut manual steps out of the model

What you need

• 1+ years of FP&A, corporate finance or public accounting experience
• Bachelor's degree in finance, accounting or economics
• Strong attention to detail in large models
• Experience building budgets and forecasts

Preferred

• Power BI or Tableau
• Adaptive Planning, Anaplan or Planful experience
• SQL for pulling your own data

Rate: $63,000 - $82,000/year

Compensation and benefits

• Health, dental and vision coverage starting on day one
• 401(k) with 4% match
• 12 weeks of paid parental leave
• Annual bonus
• Cell phone reimbursement
• Paid parental leave
• Paid sick leave

Ochrepoint is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Please include a short note on why this role interests you.

We read every application and reply within about a week.

Start: Within 30 days.

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