Junior Financial Analyst

About the role

The Junior Financial Analyst builds budgets, forecasts and monthly variance reports for operating leaders. Our team is spread across 6 countries. Headquarters is in Cardiff. Employment is through our payroll partner in the US. Salary is paid monthly in USD. Working hours overlap with UK business hours. You get a company laptop and a headset before you start.

In this role you will

• Answer ad hoc questions from the CFO with quick-turn analysis
• Develop dashboards in Power BI or Tableau for leadership
• Improve forecasting processes and cut manual steps out of the model
• Reconcile forecast data with accounting after close
• Present monthly results to operating leaders and explain key drivers

Skills and experience

• 0-2 years of FP&A, corporate finance or public accounting experience
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Familiar with an ERP such as NetSuite, SAP or Oracle
• Comfortable presenting to non-finance managers

Pay and benefits

The salary range for this role is $57,000 - $77,000/year. This range reflects base salary only.

• 20 days paid time off
• Paid parental leave
• Performance bonus

The company

RL Wealth Management is an independent wealth management firm advising families, business owners and retirees. Clients pay a flat annual fee, and the firm takes no commissions.

RL Wealth Management is an Equal Opportunity Employer, including disability and protected veteran status.

Interview process: a phone call, a meeting with the hiring manager, and a final conversation with the team.

Send us your resume. No cover letter needed.

Start: Immediately.

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