Financial Analyst, Remote

Advisors, operations, compliance and technology teams total roughly 7,000 people. Since 1955, the firm has grown through acquisitions of independent advisory practices.

Position summary:

The Financial Analyst, Remote builds budgets, forecasts and monthly variance reports for operating leaders.

In this role you will:

Prepare monthly variance analysis against budget and prior year. Track headcount and payroll costs against plan. Present monthly results to operating leaders and explain key drivers. Develop dashboards in Power BI or Tableau for leadership. Improve forecasting processes and cut manual steps out of the model. Support board deck preparation with charts and commentary. Answer ad hoc questions from the CFO with quick-turn analysis. Partner with department heads to understand spending and headcount plans.

What you need:

3-5 years of FP&A, corporate finance or public accounting experience. Experience building budgets and forecasts. Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models. Comfortable presenting to non-finance managers. Clear written commentary for monthly reporting.

Nice to have:

Power BI or Tableau. SaaS metrics experience (ARR, churn, LTV).

Benefits:

Annual salary review. Health insurance through our employer-of-record partner. Performance bonus. Co-working space stipend. Flexible hours. Paid sick days.

We are reviewing applications as they arrive, so apply early.

Start: Immediately.

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