Financial Analyst

CFS; Columbus (OH); On-site; USD 75,000 - 110,000; Full time

Job summary

CFS in Columbus, OH is seeking a motivated Financial Analyst to support FP&A, budgeting, forecasting, and reporting. You will partner with leadership and accounting to provide financial insights and drive growth. Temporary coverage with potential for a permanent role.

The role emphasizes collaboration, data analysis, and robust forecasting to aid executive decisions and strategic planning.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field preferred.
• 3–5 years FP&A experience including budgeting and forecasting.
• Strong Excel skills including lookup functions, pivots, advanced calculations, and analyzing large datasets.
• Experience with ERP systems and financial reporting tools.
• Understanding of profit and loss statements and balance sheet information.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent communication with leadership and cross-functional teams.
• Attention to detail and ability to manage multiple priorities.

Responsibilities

• Support monthly forecasting activities by preparing financial data and updating forecasts.
• Prepare month-end and board reporting with financial commentary and analysis.
• Analyze KPIs, trends, and large datasets to inform decisions.
• Assist with budgeting, forecasting, and ongoing financial planning.
• Partner with accounting on data requests and month-end close questions.
• Analyze profit and loss and balance sheet information for variances.
• Provide ad hoc financial analysis and reporting as needed.

Skills

Excel advanced

Data analysis

Communication skills

Problem solving

Attention to detail

Education

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

Tools

ERP systems

Financial reporting tools

Job description

Job Title: Financial Analyst (FP&A)

Salary: $75,000–$110,000 (depending on experience and level)

About Us: We are a growing organization committed to continued success and operational excellence. We are currently seeking a motivated and analytical Financial Analyst to join our expanding finance team. This is an excellent opportunity to gain broad exposure to financial planning and analysis, work closely with leadership, and contribute to important business decisions.

Position Overview: As a Financial Analyst, you will play an important role in supporting financial planning, forecasting, reporting, and analysis. You will partner with business leaders and the accounting team to provide financial insights, analyze trends, and support the organization's continued growth. This position will initially provide temporary coverage, with potential for a permanent opportunity as the finance function continues to expand.

Financial Analyst Key Responsibilities

• Support monthly forecasting activities by preparing financial data, gathering input from business teams, and updating forecasts.
• Prepare month-end and board reporting using established templates, including financial commentary and analysis.
• Analyze key performance indicators (KPIs), financial trends, and large datasets to help business leaders make informed decisions.
• Assist with budgeting, forecasting, and ongoing financial planning activities.
• Partner with the accounting team on financial data requests, month-end close questions, and special projects.
• Analyze profit and loss statements and balance sheet information to identify trends and variances.
• Provide ad hoc financial analysis and reporting to support business needs.

Financial Analyst Qualifications

• Bachelor's degree in Finance, Accounting, or a related field preferred.
• Three to five years of experience in Financial Planning & Analysis (FP&A), including budgeting and forecasting.
• Strong Microsoft Excel skills, including lookup functions, pivot tables, advanced calculations, and analyzing large datasets.
• Experience working with ERP systems and financial reporting tools.
• Understanding of profit and loss statements and balance sheet information.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent communication skills with the ability to partner with business leaders and cross-functional teams.
• Exceptional attention to detail and ability to manage multiple priorities.