Build and maintain comprehensive annual budgets and rolling forecasts for organizations with larger amount of revenues
Establish and monitor key performance indicators (KPIs) to track organizational health and project-specific success
Execute specialized financial analysis projects, providing deep-dive insights and data-driven recommendations
Develop complex forecasting models that account for organizational volatility and market trends
Act as a strategic partner by assisting with various financial analysis initiatives, similar to a consulting or advisory capacity

Minimum of 5–10 years of dedicated experience in budgeting and forecasting
Proven track record working in a high-level role for a larger organization, specifically managing the financial complexities of a business with $15M–$20M+ in annual revenue
Experience working within consulting firms or financial organizations is highly preferred
Must possess an exceptional level of attention to detail and a "highly technical" approach to data analysis and problem-solving
Expert-level mastery of Excel is a mandatory requirement for building and maintaining complex financial frameworks

Financial Analyst

Key skills