Financial Analyst

Since 1957, the firm has administered 401(k) and profit-sharing plans for employers in Kentucky. Most of the day-to-day work involves portfolio rebalancing, tax-loss harvesting and quarterly reviews. Still family owned, 69 years on.

Job summary:

Looking for a Financial Analyst who wants to stay somewhere for a while. This is an Excel-heavy role. We also use Adaptive Planning and Power BI. Remote position. Most of the team is in Louisville, but nobody is required to come in. We keep meetings to a minimum and work mostly async.

What you'll do:

• Prepare monthly variance analysis against budget and prior year.
• Present monthly results to operating leaders and explain key drivers.
• Update KPIs such as gross margin, CAC and revenue per employee.
• Model pricing changes, capital projects and new business cases.
• Reconcile forecast data with accounting after close.
• Develop dashboards in Power BI or Tableau for leadership.
• Answer ad hoc questions from the CFO with quick-turn analysis.
• Partner with department heads to understand spending and headcount plans.

You'll need:

• 2-4 years of FP&A, corporate finance or public accounting experience.
• Clear written commentary for monthly reporting.
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models.

Bonus points:

• SaaS metrics experience (ARR, churn, LTV)

Pay and benefits:

• Health, dental and vision coverage starting on day one.
• 401(k) with a 100% match up to 5%.
• Paid time off.
• Referral program.
• Gym membership reimbursement.
• Employee discount.
• 11 paid holidays.

MR Wealth Management 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.

Start dates are flexible, usually within a few weeks of an offer.

Start: Within 30 days.

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