FINANCIAL ANALYST

The Helmsman Group LLC; Missouri; Remote; USD 65,000 - 95,000; Full time

Job summary

The Helmsman Group LLC is seeking a Financial Analyst to join our remote team. You will analyze corporate financial performance, support budgeting, forecasting, and provide data-driven insights to guide strategic decisions.

The role partners with Finance, Accounting, Operations, and business leadership to evaluate performance, identify trends, and explain variances. Responsibilities include building financial models, preparing reports and dashboards, and performing variance analyses to drive

Qualifications

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

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 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 ROI 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.

Skills

Corporate Financial Analysis

FP&A

Budgeting & Forecasting

Financial Modeling

Variance Analysis

Financial Statement Analysis

Revenue & Expense Analysis

Profitability Analysis

Cash Flow Analysis

Scenario & Sensitivity Analysis

Management Reporting

Data Analysis

Business Partnering

Strategic Planning

Process Improvement

Education

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

MBA, Master's in Finance/Accounting

Tools

Microsoft Excel

ERP / Financial Systems

Power BI

Tableau

SAP

Oracle

NetSuite

Workday

Microsoft Dynamics

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.