Financial Analyst

IC System; Saint Paul (MN); On-site; USD 100,000 - 150,000; Full time

Job summary

IC System seeks a Financial & Operational Analyst to drive financial planning, forecasting, and decision support across the organization. The role emphasizes data-driven insights, advanced financial modeling, and presenting recommendations to senior leaders.

The candidate will lead forecasting, budgeting, variance analysis, and long-range planning, partnering with leadership to evaluate performance and optimize resource allocation. Strong Excel, SQL, and BI skills are essential for success.

Qualifications

• 7+ years of progressive experience in financial analysis, FP&A, corporate finance, or operational analytics.
• Advanced expertise in financial modeling, budgeting, forecasting, variance analysis, and translating data into strategic recommendations.
• Expert-level Excel skills with Power Query, VBA, macros, and automation; SQL, databases or BI tools preferred.

Responsibilities

• Lead financial reporting, forecasting, budgeting, and close support with variance analysis.
• Partner with leadership to evaluate performance, identify risks and opportunities, and advise strategic decisions.
• Develop and maintain sophisticated financial models for profitability, investments, and ROI analyses.
• Conduct ROI and operational analyses to improve efficiency and reduce costs.
• Collaborate with department leaders to budget, monitor performance, and report forecast vs. actuals.
• Design dashboards and automated reports using Excel, databases, and BI tools for better visibility.

Skills

Financial modeling

FP&A

Advanced Excel

SQL

Data visualization

Stakeholder communication

Budgeting & forecasting

Operational analytics

Tools

Power BI

Power Query

VBA

Macros

Data warehouses

Databases

BI tools

Job description

Financial & Operational Analyst

Role Summary

This role is responsible for driving financial planning, operational analysis, forecasting, and decision support across the organization. The ideal candidate brings strong financial acumen, advanced analytical capabilities, and a proven track record of influencing business outcomes through data-driven insights.

The successful candidate will possess exceptional financial modeling and reporting expertise and be comfortable presenting recommendations to senior leaders.

Financial Analyst Key Responsibilities

• Lead financial reporting, forecasting, and budgeting activities, including monthly and annual close support, variance analysis, executive reporting, and long-range financial planning.
• Partner with leadership to evaluate business performance, analyze key financial and operational metrics, identify risks and opportunities, and provide recommendations that support strategic decision-making.
• Develop and maintain sophisticated financial models to assess profitability, operational effectiveness, workforce performance, capital investments, acquisition opportunities, and other strategic initiatives.
• Conduct operational and ROI analyses to evaluate processes, initiatives, and resource allocation, identifying opportunities to improve efficiency, reduce costs, and enhance organizational performance.
• Collaborate with department leaders to develop budgets, monitor financial performance, track forecast-to-actual results, and recommend corrective actions when needed.
• Design and enhance reporting dashboards, automated reporting tools, and data-driven analytics solutions using advanced Excel, database, and business intelligence tools to improve visibility and decision-making across the organization.

Financial Analyst Required Qualifications

• 7+ years of progressive experience in financial analysis, FP&A, corporate finance, business intelligence, or operational analytics.
• Advanced expertise in financial modeling, budgeting, forecasting, variance analysis, and translating complex financial and operational data into strategic business recommendations.
• Expert-level Microsoft Excel skills, including advanced formulas, Power Query, VBA, macros, and automation; experience with SQL, databases, data warehouses, or business intelligence tools preferred.
• Demonstrated ability to partner with senior leaders, communicate complex findings to diverse audiences, and influence business decisions through data-driven insights.
• Experience evaluating investments, operational initiatives, acquisitions, capital projects, and other strategic opportunities through financial modeling and ROI analysis.
• Strong business acumen, attention to detail, project management skills, and the ability to work independently in a fast-paced environment; experience in collections, debt recovery, consumer finance, or financial services is highly desirable.