Financial Analyst

Calculated Hire; Cincinnati (OH); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

Competitive benefits

401k with company match

Paid time off

Professional development opportunities

Job summary

Calculated Hire in Cincinnati, OH is seeking a Financial Analyst to support the VP of Alternative Investments Operations. You will build and maintain financial models, analyze large datasets, and contribute to budgeting, pricing, and forecasting to guide leadership decisions.

The role emphasizes hands-on experience with investment operations, data-driven insights, and collaboration with senior leadership in a hybrid work setting.

Qualifications

• Bachelor's degree or higher in a finance-related field and strong analytical skills.
• Experience in financial analysis, FP&A, budgeting, and forecasting is preferred.
• Ability to develop and maintain financial models for investments, pricing and operations.

Responsibilities

• Support the VP of Alternative Investments Operations with financial analysis, reporting, and operational initiatives.
• Develop and maintain financial models to evaluate investments, pricing, performance, and business decisions.
• Assist with budgeting and forecasting processes, including data gathering, trend analysis, and variance identification.
• Conduct pricing analysis and provide financial insights to support investment and operational decisions.
• Analyze financial and operational data to identify trends, discrepancies, and areas for improvement.
• Prepare and maintain recurring financial reports, dashboards, and analysis for leadership.
• Work with large datasets in Excel to organize, validate, analyze, and summarize information.
• Collaborate with internal teams and stakeholders to gather financial information and ensure data accuracy.
• Communicate findings and recommendations clearly to the VP and upper management.
• Assist with ad hoc financial analysis and special projects as the team grows.
• Help improve and streamline financial processes, reporting, and analytical tools as the organization evolves.

Skills

Analytical mindset

Detail-oriented

Financial modeling

Budgeting & forecasting

Communication to leadership

Data analysis

Independent & collaborative work

Education

Bachelor’s degree in Finance, Accounting, Economics, Business, Mathematics, or related field

Tools

Excel (SUMIFS, XLOOKUP, Pivot tables)

Power BI

Job description

About The Role

Join a high-growth Alternative Investments team that has become a key contributor to our client’s overall growth strategy. As a Financial Analyst, you will support the VP of Alternative Investments Operations in financial analysis, modeling, pricing, budgeting, and forecasting. This is an excellent opportunity for an analytical, detail-oriented professional eager to grow their career in finance, gain hands-on exposure to alternative investments, and work directly with senior leadership. You will play a vital role in developing and maintaining financial models, preparing recurring reports, analyzing large datasets, and providing actionable insights to drive business decisions. This position offers significant exposure to investment operations and the chance to advance within a dynamic, high-impact team.

Cincinnati, OH - Hybrid

Full-Time

What You’ll Do

• Support the VP of Alternative Investments Operations with financial analysis, reporting, and operational initiatives
• Develop and maintain financial models to evaluate investments, pricing, performance, and business decisions
• Assist with budgeting and forecasting processes, including data gathering, trend analysis, and variance identification
• Conduct pricing analysis and provide financial insights to support investment and operational decisions
• Analyze financial and operational data to identify trends, discrepancies, and areas for improvement
• Prepare and maintain recurring financial reports, dashboards, and analysis for leadership
• Work with large datasets in Excel to organize, validate, analyze, and summarize information
• Collaborate with internal teams and stakeholders to gather financial information and ensure data accuracy
• Communicate findings and recommendations clearly to the VP and upper management
• Assist with ad hoc financial analysis and special projects as the team grows
• Help improve and streamline financial processes, reporting, and analytical tools as the organization evolves

What You Bring

• Bachelor’s degree in Finance, Accounting, Economics, Business, Mathematics, or related field (preferred)
• Experience in financial analysis, investment analysis, FP&A, accounting, banking, or related analytical role (preferred)
• Proficiency in Excel, including SUMIFS, XLOOKUP, pivot tables, and other common tools
• Strong analytical and detail-oriented mindset with ability to identify trends, inconsistencies, and opportunities within financial data
• Ability to develop and maintain financial models for investments, pricing, and business decisions
• Experience supporting budgeting and forecasting processes
• Excellent communication skills, able to confidently present findings and recommendations to senior leadership
• Organized, accountable, and able to manage multiple priorities and meet deadlines in a fast-paced, evolving environment
• Ability to work independently and collaboratively with cross-functional teams
• Comfortable working with financial data and translating analysis into clear, actionable insights
• Interest in alternative investments, financial markets, and investment operations
• Power BI experience is a plus, but not required
• Hardworking, curious, and eager to learn, with a genuine interest in developing your financial skill set
• Strong attention to detail and a high level of accuracy

What’s In It For You

• Opportunity to join a high-growth Alternative Investments team at a pivotal stage of development
• Hands-on exposure to financial modeling, pricing, budgeting, forecasting, and investment operations
• Direct collaboration with senior leadership and visibility into strategic decision-making
• Ability to build a strong foundation in finance and take on increasing responsibility as the team grows
• Dynamic, supportive, and fast-paced work environment

Disclaimer

Brooksource, Medasource, and Calculated Hire are part of the Eight Eleven Group family of companies and operate under Eight Eleven Group, LLC. All employees receive the same benefits, policies, and terms of employment.

Equal Employment Opportunity

We are committed to creating an inclusive environment for all employees and applicants. We do not discriminate on the basis of race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, marital status, military or veteran status, citizenship, pregnancy (including childbirth, lactation, and related conditions), or any other protected status in accordance with applicable federal, state, and local laws.

Benefits & Perks

Calculated Hire offers competitive medical, dental, vision, Health Savings Account, Dependent Care FSA, and supplemental coverage with plans that can fit each employee’s needs. We offer a 401k plan that includes a company match and is fully vested after you become eligible, paid time off, sick time, and paid company holidays. We also offer an Employee Assistance Program (EAP) that provides services like virtual counseling, financial services, legal services, life coaching, etc.

Pay Disclaimer

The pay range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law.