Junior Financial Analyst

Kowalski Asset Management is a fee-only advisory practice with two advisors, a paraplanner and an office manager. Kowalski Asset Management is looking for a Junior Financial Analyst to join a small, steady team. This is an Excel-heavy role. We also use Adaptive Planning and Power BI. Fully remote. You can work from anywhere in the US. Normal working hours, Monday to Friday.

The job includes: track headcount and payroll costs against plan; reconcile forecast data with accounting after close; improve forecasting processes and cut manual steps out of the model; model pricing changes, capital projects and new business cases; update KPIs such as gross margin, CAC and revenue per employee.

Skills and experience

• 1-2 years of FP&A, corporate finance or public accounting experience.
• Working knowledge of accounting and how the three statements connect.
• Clear written commentary for monthly reporting.

Salary: $68,000-$78,000 per year

We offer 401(k) with company match, short- and long-term disability, paid holidays, home office stipend, gym membership reimbursement and dental insurance.

Please include a short note on why this role interests you.

Start: Immediately.

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