Financial Analyst, Operations

This is an Excel-heavy role. We also use Adaptive Planning and Power BI. The Financial Analyst, Operations builds budgets, forecasts and monthly variance reports for operating leaders. Remote, open to candidates across the US. Good written English matters here, since most updates are written.

In this role you will:

Model pricing changes, capital projects and new business cases. Support board deck preparation with charts and commentary. Partner with department heads to understand spending and headcount plans. Develop dashboards in Power BI or Tableau for leadership. Answer ad hoc questions from the CFO with quick-turn analysis. Prepare monthly variance analysis against budget and prior year. Build and maintain the annual budget and quarterly forecast models.

Requirements:

3-5 years of FP&A, corporate finance or public accounting experience. Familiar with an ERP such as NetSuite, SAP or Oracle. Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models.

Preferred qualifications:

Manufacturing cost analysis.

Benefits:

Salary: $84,000 - $98,000/year

Health insurance. 401(k) with a 100% match up to 5%. Paid sick leave. Professional development budget. Life insurance. $1,000 home office setup budget.

Who we are:

Planning is done in RightCapital and portfolios are managed in Orion.

Start: Immediately.

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