Junior Financial Analyst

Regulatory oversight is constant, and the compliance department is one of the largest in the company. Advisors, operations, compliance and technology teams total roughly 870 people. Quarter-end is busy, and everyone helps with client review prep.

Overview:

Looking for a Junior Financial Analyst who wants to stay somewhere for a while. Joining the Corporate Finance team in St. George, reporting to the FP&A Manager. Remote position. Most of the team is in Sacramento, but nobody is required to come in. Weekday working hours, with room to shift your day when needed. We use Slack, Notion and Google Meet. Cameras on for team calls.

What you'll do:

• Model pricing changes, capital projects and new business cases.
• Partner with department heads to understand spending and headcount plans.
• Support board deck preparation with charts and commentary.
• Develop dashboards in Power BI or Tableau for leadership.
• Present monthly results to operating leaders and explain key drivers.
• Reconcile forecast data with accounting after close.
• Track headcount and payroll costs against plan.

Required qualifications:

• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models.
• Working knowledge of accounting and how the three statements connect.
• Clear written commentary for monthly reporting.
• Comfortable presenting to non-finance managers.

Preferred qualifications:

• Manufacturing cost analysis.
• SaaS metrics experience (ARR, churn, LTV)

Compensation: $65,000 - $85,000 per year

Why work with us:

• Medical, dental and vision insurance.
• 401(k) with a 100% match up to 5%.
• Paid sick leave.
• $1,000 home office setup budget.

Sacramento Investment Partners is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

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

This position requires a background check.

Start: Within 30 days.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Sacramento Investment Partners, Inc..