FINANCIAL ANALYST

The Helmsman Group LLC; Missouri; Remote; USD 65,000 - 90,000; Full time

Job summary

The Helmsman Group LLC is seeking a Financial Analyst to analyze corporate financial performance, build budgets, forecasts, and dashboards, and partner with leadership to drive data-driven decisions. This role emphasizes cross-functional collaboration with Finance, Accounting, Operations, and business leaders to interpret results and support strategic planning.

Responsibilities include monthly/quarterly reporting, variance analysis, budgeting, financial modeling, and preparing management

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 2–5 years of experience in financial analysis, FP&A, or related roles.
• Strong understanding of financial statements and corporate finance principles.
• Advanced Excel skills with pivot tables, formulas, lookups, and modeling.
• Experience with ERP and financial reporting systems.
• Excellent written and verbal communication skills.
• Ability to manage multiple deadlines with strong attention to detail.

Responsibilities

• Analyze corporate financial performance, including revenue, expenses, profitability, cash flow, and operating results.
• Prepare monthly, quarterly, and annual financial reports and presentations.
• Perform budget-to-actual and forecast-to-actual variance analysis.
• Assist with the preparation of annual budgets, forecasts, and long-range financial plans.
• Develop financial models to support planning, forecasting, and decision-making.
• Analyze financial trends and identify key drivers of business performance.
• Prepare financial forecasts based on historical performance, assumptions, and market conditions.
• Monitor departmental and corporate budgets and identify variances.
• Prepare management reports, dashboards, and KPIs.
• Partner with business units to understand results and explain variances.
• Conduct profitability, cost, revenue, and expense analysis.
• Support strategic initiatives through financial modeling and ROI analysis.
• Evaluate financial impact of projects and initiatives.
• Assist with cash flow analysis and working capital reporting.
• Reconcile financial information with Accounting records and investigate discrepancies.
• Extract and analyze data from ERP, accounting, and reporting systems.
• Improve reporting processes through automation and standardization.
• Support month-end and quarter-end close activities.
• Prepare ad-hoc financial analyses for senior management.
• Maintain documentation of models, assumptions, and methodologies.
• Ensure analyses comply with policies and controls.

Skills

Corporate Financial Analysis

FP&A

Budgeting & Forecasting

Financial Modeling

Variance Analysis

Financial Statement Analysis

Data Analysis

Management Reporting

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field

Tools

Excel

ERP Systems

Power BI

Tableau

SAP/Oracle/NetSuite/Workday

SQL/Python

Job description

Job Title: Financial Analyst

Job Type: (Remote)

Job Summary

The Financial Analyst is responsible for analyzing corporate financial performance, preparing budgets and forecasts, monitoring financial results, and providing data-driven insights to support business decisions. This position works closely with Finance, Accounting, Operations, and business leadership to evaluate financial performance, identify trends and risks, and support strategic planning.

Key Responsibilities

• Analyze corporate financial performance, including revenue, expenses, profitability, cash flow, and operating results.

• Prepare monthly, quarterly, and annual financial reports and management presentations.

• Perform budget-to-actual and forecast-to-actual variance analysis.

• Assist with the preparation of annual budgets, forecasts, and long-range financial plans.

• Develop financial models to support business planning, forecasting, and decision-making.

• Analyze financial trends and identify key drivers of business performance.

• Prepare financial forecasts based on historical performance, business assumptions, and current market conditions.

• Monitor departmental and corporate budgets and identify significant variances.

• Prepare management reports, financial dashboards, and key performance indicators (KPIs).

• Partner with business units to understand financial results and develop explanations for variances.

• Conduct profitability, cost, revenue, and expense analysis.

• Support strategic initiatives through financial modeling, scenario analysis, and return-on-investment analysis.

• Evaluate the financial impact of proposed projects, investments, business initiatives, and operational changes.

• Assist with cash flow analysis and working capital reporting.

• Reconcile financial information with Accounting records and investigate discrepancies.

• Extract and analyze financial data from ERP, accounting, and reporting systems.

• Improve financial reporting processes through automation, standardization, and process improvements.

• Support month-end and quarter-end financial reporting activities.

• Prepare ad-hoc financial analysis and reports for senior management.

• Maintain accurate documentation of financial models, assumptions, methodologies, and reporting processes.

• Ensure financial analyses comply with company policies and established financial controls.

• Maintain confidentiality of sensitive corporate and financial information.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.

• 2–5 years of experience in financial analysis, FP&A, corporate finance, accounting, or a related field.

• Strong understanding of financial statements and corporate finance principles.

• Advanced Microsoft Excel skills, including pivot tables, formulas, lookups, and financial modeling.

• Experience with financial planning, budgeting, forecasting, and variance analysis.

• Strong analytical and problem-solving skills.

• Experience with ERP and financial reporting systems.

• Excellent written and verbal communication skills.

• Strong attention to detail and ability to manage multiple deadlines.

Preferred Qualifications

• MBA, Master's degree in Finance, Accounting, Economics, or a related field.

• CFA, CPA, or other relevant professional certification.

• Experience with FP&A or corporate finance.

• Experience with financial systems such as SAP, Oracle, NetSuite, Workday, or Microsoft Dynamics.

• Experience with Power BI, Tableau, or other financial reporting and visualization tools.

• Knowledge of SQL, Python, or other data analysis tools.

• Experience supporting executive-level financial reporting and presentations.

• Experience with financial modeling, scenario analysis, and investment analysis.

Key Skills

• Corporate Financial Analysis

• Financial Planning & Analysis (FP&A)

• Budgeting & Forecasting

• Financial Modeling

• Variance Analysis

• Financial Statement Analysis

• Revenue & Expense Analysis

• Profitability Analysis

• Cash Flow Analysis

• Scenario & Sensitivity Analysis

• Microsoft Excel

• ERP / Financial Systems

• Power BI / Tableau

• Management Reporting

• KPI Analysis

• Data Analysis

• Business Partnering

• Strategic Planning

• Process Improvement

Core Competencies

• Financial Acumen: Strong understanding of corporate finance, accounting principles, financial statements, and business performance.

• Analytical Thinking: Ability to interpret financial data, identify trends, and explain key business drivers.

• Financial Modeling: Ability to develop accurate financial models and forecasts to support business decisions.

• Business Partnership: Ability to collaborate with business leaders and departments to understand financial performance and requirements.

• Communication: Ability to present financial information and recommendations clearly to management and non-financial stakeholders.

• Attention to Detail: Ability to maintain accuracy and consistency when working with complex financial information.

• Problem Solving: Ability to investigate financial issues, evaluate alternatives, and develop data-driven solutions.

• Strategic Thinking: Ability to connect financial analysis with broader corporate objectives and business strategies.