Financial Analyst

JOHNLEONARD; Boston (MA); Hybrid; USD 65,000 - 80,000; Full time

Job summary

JOHN LEONARD in Boston is seeking a detail-oriented Financial Analyst with a strong FP&A background to support budgeting, forecasting, and strategic financial decisions. This hybrid role collaborates with leadership and cross-functional teams to deliver insights that drive growth and efficiency.

The ideal candidate holds a finance or accounting degree and 3+ years in financial analysis, with expertise in financial reporting, modeling, scenario analysis, and ERP systems.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 3+ years of experience in Financial Analysis, FP&A, or related finance role.
• Strong understanding of financial reporting, statements, and metrics.
• Experience analyzing income statements, balance sheets, and cash flow.
• Proven experience building and refining financial models.
• Experience with scenario analysis, forecasting, and budgeting.
• Knowledge of GAAP, accrual accounting, and revenue recognition.
• Ability to analyze data and support strategic decisions.
• Experience presenting financial reports to leadership.
• Proficiency with NetSuite, QuickBooks or similar ERP/system tools.

Responsibilities

• Develop and maintain financial models, forecasts, and scenario analyses.
• Assist with annual budgeting and long-range planning.
• Perform variance analysis and uncover drivers of performance.
• Evaluate financial impact of new initiatives and pricing.
• Create dashboards, reports, and presentations for leadership.
• Analyze data to identify trends, risks and opportunities.
• Automate recurring financial reports to improve efficiency.
• Monitor KPIs and business metrics for management review.
• Support business case development with financial analysis.

Skills

Financial Analysis

FP&A

GAAP

Excel Advanced

ERP Systems

Financial Reporting

Budgeting

Forecasting

Income Statements

Data Analysis

Education

Bachelor's degree in Finance/Accounting

Tools

NetSuite

QuickBooks

Job description

Salary Range: $65K-$80K

Schedule: Full-time | Monday-Friday

Applicants must be authorized to work in the United States without sponsorship. This position is not eligible for employer-sponsored work authorization now or in the future.

About the Opportunity

An EdTech Organization is hiring a detail-oriented Financial Analyst with a strong Financial Planning & Analysis (FP&A) background to support strategic decision-making, budgeting, forecasting, and financial performance initiatives. This hybrid opportunity offers the chance to work closely with leadership and cross-functional teams to deliver actionable financial insights that drive business growth and operational efficiency.

Key Qualifications

• Bachelor's degree in Finance, Accounting, or a related field


• 3+ years of experience in Financial Analysis, FP&A, or a related finance role


• Strong understanding of financial reporting, financial statements, and key financial metrics


• Experience analyzing income statements, balance sheets, and cash flow statements


• Proven experience building and refining financial models


• Experience conducting scenario analysis, forecasting, and budgeting


• Knowledge of GAAP, accrual accounting, journal entries, and revenue recognition principles


• Strong ability to analyze financial data, identify trends, and support strategic decision-making


• Experience preparing financial reports and presentations for leadership teams


• Proficiency with financial systems such as NetSuite, QuickBooks, or similar platforms


• Familiarity with ERP systems


• Advanced Microsoft Excel skills, including Pivot Tables, Lookup functions, conditional formatting, data validation, charting, and reporting

Responsibilities

• Develop and maintain financial models, forecasts, and scenario analyses to support planning and investment decisions


• Assist with annual budgeting, long-range planning, and forecasting processes


• Perform variance analysis and identify key business drivers impacting financial performance


• Evaluate the financial impact of new initiatives, operational changes, and pricing strategies


• Create dashboards, reports, and presentations for management and executive stakeholders


• Analyze financial and operational data to identify trends, risks, and growth opportunities


• Design reporting templates and automate recurring financial reports to improve efficiency


• Monitor and report on key performance indicators (KPIs) and business metrics


• Support business case development through financial analysis and recommendations


• Collaborate with cross‑functional teams to align financial and operational objectives


• Ensure compliance with internal financial policies and applicable accounting standards


• Maintain documentation of financial models, methodologies, and assumptions

Founded in 1969, JOHN LEONARD, a woman‑owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp‑to‑Hire, and Payroll services as part of our comprehensive service offerings. JOHN LEONARD is an equal opportunity employer committed to representation, belonging, and accessibility in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.