Financial Analyst

Jobtailor; Boston (MA); On-site; USD 65,000 - 85,000; Full time

Job summary

Jobtailor in Boston is seeking a Financial Analyst to gather and analyze financial data and support forecasting. You will design visualizations for reporting and assist with monthly reports.

Ideal candidates have 1+ years in financial analysis, strong Excel and PowerPoint skills, and familiarity with Tableau/Power BI. The role emphasizes GAAP compliance and process improvements.

Qualifications

• Bachelor’s degree in accounting or finance.
• 1+ years of financial analysis experience or relevant academic experience.
• Proficiency in Microsoft Excel, PowerPoint, and Copilot.
• Knowledge of Tableau, Power BI, or other data visualization tools preferred.

Responsibilities

• Gathers and analyzes financial information on expenses and revenues.
• Designs and enhances data visualizations for reporting.
• Develops simple analysis of economic indicators to prepare forecasts and analyses supporting financial planning needs.
• Develops financial prompts or queries for analysis of accounting and business-wide issues.
• Assists with the design and production of monthly reports.
• Supports business unit employees through analysis of financial data.
• Ensures GAAP compliance and assists with interpretation and implementation of new accounting standards.
• Recommends accounting process improvements and ensures compliance with accounting policies and procedures.
• Special projects as assigned.

Skills

Analytical thinking

Financial analysis

Excel

PowerPoint

Copilot

Education

Bachelor’s degree in accounting or finance

Tools

Tableau

Power BI

Job description

Responsibilities

• Gathers and analyzes financial information on expenses and revenues.
• Designs and enhances data visualizations for reporting.
• Develops simple analysis of economic indicators to prepare forecasts and analyses supporting financial planning needs.
• Develops financial prompts or queries for analysis of accounting and business-wide issues.
• Assists with the design and production of monthly reports.
• Supports business unit employees through analysis of financial data.
• Ensures company compliance with Generally Accepted Accounting Principles (GAAP) and assists with interpretation and implementation of new accounting standards.
• Recommends accounting process improvements and ensures compliance with accounting policies and procedures.
• Special projects as assigned.

Requirements

• Bachelor’s degree in accounting or finance preferred.
• 1+ years of experience in financial analysis or relevant academic experience.
• Proficiency in Microsoft applications, in particular Excel, PowerPoint, and CoPilot.
• Knowledge of Tableau, PowerBI, or other data visualization tools preferred.