Financial Analyst

Financial Analyst

A leading professional services organization is seeking a Financial Analyst to support financial reporting, profitability analysis, and business planning. This role partners with finance leadership to prepare recurring and ad hoc reports, evaluate financial performance, maintain data accuracy, and provide insights that support operational and strategic decisions.

Key Responsibilities

• Prepare standard and ad hoc financial reports analyzing key performance indicators, revenue, and profitability across business units, offices, and individual professionals.
• Assist with the preparation of monthly financial reporting packages and participate in financial review meetings with leadership.
• Investigate reporting discrepancies, respond to financial inquiries, and collaborate with colleagues across Finance and other departments to resolve issues.
• Extract and analyze data from financial reporting systems to ensure accurate and efficient reporting.
• Conduct routine audits of financial data to maintain accuracy and compliance with established reporting procedures.
• Support the annual budgeting process and analyze the financial impact of prospective employee hires and business growth initiatives.
• Assist with the maintenance and ongoing improvement of financial reporting software and tools.
• Contribute to quarterly and annual banking surveys and other financial reporting requests.
• Manage multiple reporting deadlines while maintaining the confidentiality and integrity of financial information.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field.
• 1–2 years of experience in finance, accounting, consulting, or a related analytical role.
• Strong proficiency in Microsoft Office, particularly Excel, PowerPoint, Outlook, and Word.
• Familiarity with financial reporting systems and data analysis tools.
• Strong analytical, mathematical, and problem-solving skills.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Ability to manage competing priorities and meet tight deadlines.
• Ability to handle confidential financial information with discretion.
• Willingness to learn new systems, concepts, and processes.
• Collaborative approach and ability to work effectively within a team.