Junior Financial Analyst

About the job

Founded in 1998 by an advisor who left a large brokerage to go independent. The previous person in this role moved to another team. The Junior Financial Analyst builds budgets, forecasts and monthly variance reports for operating leaders. Joining the operations team in San Francisco, reporting to the FP&A Manager. Remote position. Most of the team is in Alexandria, but nobody is required to come in. You get a company laptop and a headset before you start.

The job includes: model pricing changes, capital projects and new business cases; improve forecasting processes and cut manual steps out of the model; prepare monthly variance analysis against budget and prior year; update KPIs such as gross margin, CAC and revenue per employee.

Required qualifications

0-2 years of FP&A, corporate finance or public accounting experience.
Clear written commentary for monthly reporting.
Familiar with an ERP such as NetSuite, SAP or Oracle.
Comfortable presenting to non-finance managers.

Compensation: $76,000 - $86,000 annually

We offer annual bonus, professional development budget, 401(k) with 4% match, paid sick leave, life insurance and 401(k) with a 100% match up to 5%.

No agencies or third-party recruiters, please.

Start: Immediately.

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