Junior Financial Analyst

Regulatory oversight is constant, and the compliance department is one of the largest in the company. Ochrepoint manages assets for more than 200,000 clients through 120 offices. Dress is business casual, and suits come out for client meetings.

About the role:

Our team is growing and we are hiring a Junior Financial Analyst. Good fit for someone with a few years in FP&A or public accounting who wants to see more of how the business runs. Remote, open to candidates across the US. We do not have many meetings. Most updates happen in writing. You need a reliable internet connection and somewhere quiet to work.

In this role you will:

• Reconcile forecast data with accounting after close
• Prepare monthly variance analysis against budget and prior year
• Update KPIs such as gross margin, CAC and revenue per employee
• Answer ad hoc questions from the CFO with quick-turn analysis
• Improve forecasting processes and cut manual steps out of the model

What you need:

• 0-2 years of FP&A, corporate finance or public accounting experience
• Experience building budgets and forecasts
• Working knowledge of accounting and how the three statements connect
• Bachelor's degree in finance, accounting or economics
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Comfortable presenting to non-finance managers

Preferred qualifications:

• SaaS metrics experience (ARR, churn, LTV)
• Adaptive Planning, Anaplan or Planful experience
• CPA, CFA Level I or MBA

Pay range: $69,000 to $83,000/year. Final offer will depend on experience.

Perks and benefits:

• Health savings account (HSA) with employer contribution
• 401(k) with a 100% match up to 5%
• Paid parental leave
• Referral program

Most hires start within two to three weeks of an offer.

Start: Flexible.

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