Financial Analyst

CFS; Fort Myers (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

CFS in Fort Myers, FL seeks a Financial Analyst to prepare and analyze budgets, forecasts, and variance analyses. You will develop Power BI dashboards and reporting tools.

Collaborate with leadership on budgeting, forecasting, and financial performance initiatives; gain exposure to cross-functional teams and high-impact projects; a path for professional advancement.

Qualifications

• Bachelor's degree in Finance required.
• 3+ years of financial analysis, FP&A, or corporate finance experience.
• Advanced experience with Power BI, including dashboard development and data visualization.
• Strong Excel skills and financial modeling experience.

Responsibilities

• Prepare and analyze financial reports, budgets, forecasts, and variance analyses.
• Develop and maintain Power BI dashboards and reporting tools.
• Monitor KPIs and provide actionable business insights.
• Support month-end reporting, financial planning, and strategic initiatives.
• Identify and implement process improvements to enhance reporting efficiency.

Skills

Power BI

Data visualization

Financial analysis

Excel

FP&A

Education

Bachelor's degree in Finance

Tools

Power BI

Excel

Job description

• Utilize Power BI and advanced analytics tools to drive business strategy and decision-making.
• Partner directly with leadership on budgeting, forecasting, and financial performance initiatives.
• Gain exposure to cross-functional teams and high-impact projects.
• Join a stable and growing organization with opportunities for professional advancement.

Target Compensation:

$70,000 - $90,000

Location:

Fort Myers, FL

Why This Opportunity Stands Out

• Utilize Power BI and advanced analytics tools to drive business strategy and decision-making.
• Partner directly with leadership on budgeting, forecasting, and financial performance initiatives.
• Gain exposure to cross-functional teams and high-impact projects.
• Join a stable and growing organization with opportunities for professional advancement.

Key Responsibilities For The Financial Analyst

• Prepare and analyze financial reports, budgets, forecasts, and variance analyses.
• Develop and maintain Power BI dashboards and reporting tools.
• Monitor key performance indicators and provide actionable business insights.
• Support month-end reporting, financial planning, and strategic initiatives.
• Identify and implement process improvements to enhance reporting efficiency.

Qualifications For The Financial Analyst

• Bachelor's degree in Finance required.
• 3+ years of financial analysis, FP&A, or corporate finance experience.
• Advanced experience with Power BI, including dashboard development and data visualization.
• Strong Excel skills and financial modeling experience.