Financial Analyst

Position Overview:

We are seeking a detail-oriented Financial Analyst to manage data preparation, reconciliation, and financial reporting. This role ensures accurate and consistent financial data is available to support decision-making across the organization. The ideal candidate has strong analytical skills, experience working with large data sets, and a drive to deliver high-quality financial insights.

Key Responsibilities:

Data Preparation and Management:

• Gather, organize, and validate financial data from multiple systems (e.g., ERP platforms, internal databases), ensuring completeness and accuracy.
• Identify and resolve data discrepancies to maintain clean, consistent, and accurate data sets.
• Maintain financial databases to ensure information is up-to-date, properly formatted, and securely stored.

Financial Reporting:

• Create and distribute monthly, quarterly, and annual financial reports, including management summaries and variance analyses.
• Build and maintain dashboards and visualizations (e.g., Excel, Adaptive Insights) to highlight key metrics.
• Fulfill ad hoc reporting requests for finance, leadership, and cross-functional teams.
• Work closely with other departments to gather and validate financial data, ensuring that all data used in financial analysis and reporting is accurate and consistent.

Data Reconciliation and Integrity:

• Perform regular data reconciliation between financial systems and other data sources to ensure accuracy and consistency.
• Identify, investigate, and resolve discrepancies, ensuring timely, accurate reconciliations.

Skills and Qualifications:

Education and Experience:

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 2+ years of experience as a financial analyst, data analyst, consultant, financial auditor, or in a similar role with a focus on reporting and reconciliation.
• Experience working with financial and reporting systems (e.g., Netsuite, Salesforce, Adaptive Insights, and Tableau) is highly preferred.

Skills:

• Advanced Excel skills (e.g., pivot tables, XLOOKUP, INDEX/MATCH, nested formulas).
• Strong analytical skills, with the ability to identify trends, discrepancies, and opportunities in financial data.
• Detail-oriented with a high level of accuracy and comfort working with large data sets.
• Effective communicator with the ability to present complex data clearly and concisely to various stakeholders.
• Collaborative mindset, with the ability to work effectively with cross-functional teams.
• Strong organizational and time-management skills; able to manage multiple priorities and meet deadlines in a fast-paced environment.
• Systematic and structured approach to managing financial data and reports.

What We Offer:

• 3 weeks of PTO
• Generous Medical, Dental, and Vision plans with low premiums
• Company-Sponsored Life Insurance
• 401 (k) with Company Match
• Fully Remote, with options to work onsite

Salary: $75,000-$85,000, depending on experience
Work Location: Hybrid in Philadelphia, PA. #LI-Hybrid