Assist in the annual and periodic budgeting and forecasting processes
Maintain and update financial planning and reporting models used for forecasts, budgets, and performance analysis
Identify trends and emerging issues to support a dynamic and evolving business environment
Partner with Accounting to support the monthly close, reporting, and forecast processes
Prepare and support monthly senior management and Board reporting deliverables
Produce ad hoc analyses and reports for senior leaders to support decision‑making
Analyze, synthesize, and translate data into meaningful insights that inform strategic decisions by senior leadership
Conduct research related to financial metrics, benchmarks, and trend analysis
Participate in cross‑functional projects and business analyses
Contribute to the development and implementation of FP&A process and reporting improvements

2–3 years of related experience in FP&A, banking, corporate strategy, or consulting
Advanced Excel skills; proficiency in PowerPoint and Word
Experience with financial modeling, budgeting, and planning systems
Ability to support senior management through high‑quality analysis, reporting, and presentation materials
B.A. or B.S. in Business, Finance, Accounting, Economics, or other related discipline

Financial Analyst II

Key skills