
Financial Insights Consultant
20 hours ago
Senior Financial Analyst
About the JobThis position requires a highly skilled Senior Financial Analyst to work on a remote, full-time basis. The ideal candidate will have experience with financial analysis tools, a deep understanding of financial reporting, data management, and forecasting, and advanced Excel skills.
Responsibilities:
- Provide in-depth analysis of financial data, trends, and key performance indicators (KPIs) to help guide strategic decision-making.
- Prepare, review, and present accurate and timely financial reports for management, ensuring all data is well-organized and actionable.
- Utilize advanced Excel functions (e.g., VLOOKUP, pivot tables, macros, and complex formulas) to manipulate large datasets, create models, and support financial reporting.
- Use Data Rails to consolidate financial data, automate reporting, and enhance data accuracy. Maintain data integrity across multiple financial platforms.
- Manage financial transactions, reconciliations, and monthly close processes within QuickBooks Online, ensuring accurate records and compliance with company standards.
- Assist with the development of financial forecasts, budgets, and long-term financial strategies based on business performance and trends.
- Identify and implement improvements to streamline financial processes, reporting workflows, and data management practices.
- Work closely with cross-functional teams to ensure financial insights align with overall business goals.
- Analyze financial discrepancies, identify root causes, and provide actionable recommendations to resolve issues.
Requirements:
- Proven experience as a Financial Analyst, Senior Analyst, or similar role, with a solid understanding of financial analysis, forecasting, and reporting.
- Advanced proficiency in Excel, including formulas, pivot tables, VLOOKUP, and macros.
- Experience with Data Rails for financial data management and reporting.
- Proficiency with QuickBooks Online (QBO) for financial management and reporting.
- Strong knowledge of financial principles, accounting standards, and business metrics.
- Excellent communication and presentation skills, with the ability to clearly convey financial data to non-financial stakeholders.
- Detail-oriented with the ability to analyze complex financial data and generate actionable insights.
- Ability to work independently and as part of a remote team, managing priorities in a fast-paced environment.
- Comfortable working a night shift (8pm - 4am PST) in a remote, flexible work environment.
- Serve as the primary point of contact for clients on financial matters, addressing inquiries and providing financial guidance.
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