Financial Analyst II, Operations, Remote

Advisors, operations, compliance and technology teams total roughly 840 people. Since 1994, the firm has grown through acquisitions of independent advisory practices.

Position summary

We are adding a Financial Analyst II, Operations, Remote to our Corporate Finance team. We want an analyst who can explain why the numbers moved, in plain language, to people who do not work in finance. Fully remote. You can work from anywhere in the US. We talk mostly in Slack and hop on quick calls when something needs discussing.

Day to day

• Update KPIs such as gross margin, CAC and revenue per employee
• Partner with department heads to understand spending and headcount plans
• Answer ad hoc questions from the CFO with quick-turn analysis
• Develop dashboards in Power BI or Tableau for leadership
• Present monthly results to operating leaders and explain key drivers

Who you are

• 3+ years of FP&A, corporate finance or public accounting experience
• Strong attention to detail in large models
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Working knowledge of accounting and how the three statements connect
• Comfortable presenting to non-finance managers

Preferred

• Manufacturing cost analysis

What you get

Expected salary range: $92,000 - $118,000 annually, plus bonus eligibility.

• Health savings account (HSA) with employer contribution
• 401(k) with company match
• Paid parental leave
• Gym membership reimbursement
• Employee assistance program
• Professional development budget

Green Valley Investment Partners 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.

Applicants must be authorized to work in the U.S.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Green Valley Investment Partners.