Financial Analyst II

Institutional clients include pension funds, endowments and insurance companies. Regulatory oversight is constant, and the compliance department is one of the largest in the company.

The role:

Thistleworth runs an annual budget with a rolling quarterly reforecast. You will own the model for two business units. This is an Excel-heavy role. We also use Adaptive Planning and Power BI. Fully remote, but we prefer candidates within a few hours of Eastern time.

Essential duties and responsibilities:

• Update KPIs such as gross margin, CAC and revenue per employee
• Prepare monthly variance analysis against budget and prior year
• Present monthly results to operating leaders and explain key drivers
• Model pricing changes, capital projects and new business cases
• Improve forecasting processes and cut manual steps out of the model
• Support board deck preparation with charts and commentary
• Develop dashboards in Power BI or Tableau for leadership

Required qualifications:

• Clear written commentary for monthly reporting
• Strong attention to detail in large models
• Working knowledge of accounting and how the three statements connect
• Experience building budgets and forecasts
• Comfortable presenting to non-finance managers
• Familiar with an ERP such as NetSuite, SAP or Oracle

Preferred:

• CPA, CFA Level I or MBA
• Adaptive Planning, Anaplan or Planful experience

Compensation: $87,000 - $111,000 per year

What we offer:

• Medical, dental and vision insurance
• 401(k) with a 100% match up to 5%
• Paid parental leave
• Cell phone reimbursement

We are an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Interview process: a phone call, a meeting with the hiring manager, and a final conversation with the team.

Start: Flexible.

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