Financial Analyst

Seres Smith Consulting; Broken Arrow (OK); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Health savings account (HSA)

401(k) with company match

Disability insurance

Life insurance

Employee Assistance Program

Paid time off

Holidays

Job summary

Seres Smith Consulting in the United States is seeking a Financial Analyst to compile, analyze, and report financial information to support timely, informed business decisions. The role focuses on delivering accurate management reports, evaluating performance against budgets, and maintaining robust financial models.

You will develop and maintain Excel-based models, prepare management reporting packages, evaluate variances, and provide ad hoc analysis to leaders across the organization.

Qualifications

• Bachelor's degree in finance, accounting, economics or related field required.
• 1–3 years of experience in financial analysis, accounting, or similar role preferred.
• Advanced Microsoft Excel skills including building and maintaining financial models.
• Proficiency with Microsoft Word; Access is helpful.
• Working knowledge of general accounting principles and financial concepts.
• Experience with planning/reporting systems (e.g., Workday Adaptive Planning) preferred but not required.
• Strong analytical, organizational, and problem-solving skills; attention to detail.
• Ability to manage multiple priorities and communicate with leaders at all levels.
• CPA/CFA/CFP designation is a plus but not required.

Responsibilities

• Compile and analyze financial data for weekly, monthly, quarterly, and annual reporting.
• Prepare financial statements and management reporting packages on time.
• Maintain Excel-based financial models for recurring reports and analysis.
• Analyze results vs. budget/forecast; investigate variances and explain.
• Develop revenue and expense analyses, projections, and management presentations.
• Identify trends; summarize findings and provide actionable insights.
• Collect, validate, and enter data required for reporting and analysis.
• Support annual budgeting and periodic forecasts; provide ad hoc analysis.

Skills

Advanced Excel

Financial modeling

Analytical skills

Budgeting

Forecasting

Communication

Education

Bachelor's degree in finance, accounting, economics

Tools

Word

Access

Job description

The Financial Analyst compiles, analyzes, and reports financial information to support timely, well-informed business decisions. This role prepares recurring management reports, evaluates actual performance against budgets and forecasts, maintains financial models, identifies trends, and provides ad hoc analysis across the organization. The Financial Analyst works closely with the FP&A team and business leaders to ensure financial information is accurate, complete, and delivered on schedule.

Key Responsibilities

• Compile and analyze financial and operating data for weekly, monthly, quarterly, and annual reporting.
• Prepare financial statements and management reporting packages accurately and within established deadlines.
• Maintain Excel-based financial models used for recurring reports, forecasts, and business analysis.
• Analyze actual results against budget, forecast, and prior-year performance; investigate variances and prepare clear explanations.
• Develop revenue and expense analyses, projections, reports, and presentations for management.
• Identify financial and business trends, summarize findings, and present actionable insights to decision-makers.
• Research, collect, validate, and enter financial data required for reporting and analysis.
• Support the annual budgeting process and periodic financial forecasts.
• Provide timely ad hoc financial analysis to support departments and company leadership.
• Complete special projects and other related assignments as requested.

Qualifications

• Bachelor's degree in finance, accounting, economics, or a related field required.
• One to three years of experience in financial analysis, accounting, or a similar role preferred.
• Advanced Microsoft Excel skills, including experience building and maintaining financial models.
• Proficiency with Microsoft Word; experience with Microsoft Access is helpful.
• Working knowledge of general accounting principles and financial concepts.
• Experience with Workday Adaptive Planning or a comparable planning and reporting system is preferred but not required.
• Strong analytical, organizational, and problem-solving skills with close attention to detail.
• Ability to manage multiple priorities, meet deadlines, and communicate effectively with employees and leaders at all levels.
• CPA, CFA, or CFP designation is a plus but not required.

Supervisory Responsibilities

This position does not have direct supervisory responsibilities.

Work Environment and Physical Requirements

• Work is performed primarily in an office environment using computers and standard office equipment.
• The employee is regularly required to sit, stand, walk, communicate, use hands to handle objects or controls, and reach with hands and arms.
• The employee may occasionally lift or move up to 25 pounds.
• Specific vision abilities include close vision and the ability to adjust focus.
• The typical schedule is Monday through Friday during standard business hours. Occasional evening or weekend work may be needed to meet reporting deadlines.

• Medical, dental, and vision insurance
• Health savings and flexible spending account options
• 401(k) plan with company match
• Company-paid short-term and long-term disability coverage
• Company-paid basic life insurance and AD&D coverage, with supplemental options available
• Employee Assistance Program
• Paid time off and paid holidays
• Wellness and gym reimbursement programs
• Tuition reimbursement after one year of employment