Junior Financial Analyst

Waltham Planning Group manages assets for more than 200,000 clients through 120 offices. Since 1926, the firm has grown through acquisitions of independent advisory practices. We started in 1926 and have grown to about 107,800 people.

The role:

Waltham Planning Group runs an annual budget with a rolling quarterly reforecast. You will own the model for two business units. This is a full-time remote role. We use an employer of record in India, so you get a proper employment contract, not a freelance agreement. You will need at least 4 hours of overlap with US Eastern time. We talk mostly in Slack and hop on quick calls when something needs discussing.

Key responsibilities:

• Reconcile forecast data with accounting after close
• Model pricing changes, capital projects and new business cases
• Support board deck preparation with charts and commentary
• Update KPIs such as gross margin, CAC and revenue per employee
• Build and maintain the annual budget and quarterly forecast models

What you need:

• 1-2 years of FP&A, corporate finance or public accounting experience
• Working knowledge of accounting and how the three statements connect
• Familiar with an ERP such as NetSuite, SAP or Oracle
• Strong attention to detail in large models
• Experience building budgets and forecasts
• Comfortable presenting to non-finance managers
• Bachelor's degree in finance, accounting or economics

Pay and benefits:

• Performance bonus
• Annual learning budget
• 20 days paid time off
• Annual salary review

Start: Within 30 days.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Waltham Planning Group, Inc..