Financial Analyst

Atlantic Group; Pennsylvania; On-site; USD 65,000 - 75,000; Full time

Job summary

Atlantic Group in Montgomery County, PA is seeking a Financial Analyst to support financial planning, budgeting, forecasting and reporting in a financial services environment. This in-office role analyzes performance and develops models to provide insights for planning and decision-making.

The ideal candidate has a bachelor's degree in finance/ accounting, 2+ years of experience, strong Excel and financial modeling skills, and knowledge of GAAP and SEC reporting.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field is required.
• 2+ years of financial analysis or accounting experience is required, with insurance, mortgage, or financial services experience preferred.
• Knowledge of GAAP, SEC reporting, and financial services regulatory requirements is preferred.
• Proficiency in Microsoft Excel and financial modeling is required, with working knowledge of Microsoft Office and financial reporting tools.
• Strong analytical, problem-solving, communication, and organizational skills are needed.

Responsibilities

• Financial Analysis: Analyze revenue, expenses, profitability, and financial performance to identify trends and support business decisions.
• Budgeting & Forecasting: Support annual budgets, forecasts, scenario planning, and other financial planning activities.
• Financial Reporting: Prepare monthly, quarterly, and annual financial reports and supporting analysis for management.
• Financial Modeling: Develop and maintain models to evaluate business initiatives, financial scenarios, and investment opportunities.
• Performance Reporting: Monitor KPIs, perform variance analysis, and communicate findings to finance and business teams.
• Compliance & Audit Support: Assist with GAAP reporting, regulatory requirements, audit requests, and internal financial controls.

Skills

Excel

Financial Modeling

Analytical Skills

Microsoft Office

Financial Reporting Tools

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Excel

Microsoft Office

Financial Reporting Tools

Job description

Job Overview – Financial AnalystCompensation: $65,000 – $75,000/year + bonusLocation: Montgomery County, PASchedule: Monday to Friday (In-Office)

Atlantic Group is hiring a Financial Analyst in Montgomery County, PA for our client, supporting financial planning, analysis, budgeting, forecasting, and reporting within a financial services environment. This in-office role will analyze financial performance, perform variance analysis, develop financial models, and provide insights to support business planning and decision-making. The position also supports regulatory reporting, audit activities, and financial reporting in accordance with GAAP.

Responsibilities as the Financial Analyst:

• Financial Analysis: Analyze revenue, expenses, profitability, and financial performance to identify trends and support business decisions.
• Budgeting & Forecasting: Support annual budgets, forecasts, scenario planning, and other financial planning activities.
• Financial Reporting: Prepare monthly, quarterly, and annual financial reports and supporting analysis for management.
• Financial Modeling: Develop and maintain models to evaluate business initiatives, financial scenarios, and investment opportunities.
• Performance Reporting: Monitor key performance indicators, perform variance analysis, and communicate findings to finance and business teams.
• Compliance & Audit Support: Assist with GAAP reporting, regulatory requirements, audit requests, and internal financial controls.

Qualifications for the Financial Analyst:

• Education: Bachelor's degree in Finance, Accounting, Economics, or a related field is required.
• Experience:2+ years of financial analysis or accounting experience is required, with insurance, mortgage, or financial services experience strongly preferred.
• Industry Knowledge:Knowledge of GAAP, SEC reporting, and financial services regulatory requirements is preferred.
• Technical Skills: Proficiency in Microsoft Excel and financial modeling is required, along with working knowledge of Microsoft Office and financial reporting tools.
• Skills & Attributes: Strong analytical, problem-solving, communication, and organizational skills with the ability to interpret financial data, develop actionable insights, and work effectively both independently and across teams.