Financial Analyst

Apptad Inc; Texas; Remote; USD 51,000 - 73,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) match

Paid vacation

Sick days

Holidays

Tuition reimbursement

Job summary

Apptad Inc. is seeking a Financial Analyst to collaborate with business leaders and executives to analyze key expense drivers and recommend strategies for effective cost management across the organization.

The analyst will serve as a trusted advisor to the Director and VP of Finance, supporting strategic decisions with financial insights. The ideal candidate will have budgeting and forecasting experience, strong analytical abilities, and the capacity to build financial models and present

Qualifications

• 3-5 years of relevant professional experience in financial analysis and planning.
• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Advanced Excel skills with financial modeling and data analysis.

Responsibilities

• Analyze financial statements and reports to identify trends and opportunities.

Skills

Financial analysis

Budgeting

Forecasting

Excel modeling

Communication

Cross-functional collaboration

Deadline-driven

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

SQL

Tableau

Workday Adaptive Planning

Job description

Job Title: Financial Analyst

Location: Coppell, TX 75019 - 100% Remote
Experience Level: Associate
Experience Required: 5 Years
Education: Bachelor's Degree
Job Function: Finance
Industry: Accounting
Pay Rate: $45 Per hour

Work Arrangement: 100% Remote Opportunity

Location Requirement: Candidates must be based in the Central or Eastern Time Zones only.

Job Overview

We are seeking a Financial Analyst to collaborate with business leaders and executives to analyze key expense drivers and recommend strategies for effective cost management across the organization. The analyst will serve as a trusted advisor to the Director and Vice President of Finance, supporting key business decisions with financial insights.

The ideal candidate will have strong analytical skills, experience in budgeting and forecasting, and the ability to analyze complex financial data, develop financial models, and present actionable recommendations. This role requires building effective cross-functional relationships and supporting strategic and tactical decision-making throughout the organization.

Must-Have Skills

• 3 5 years of relevant financial analysis experience.

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

• Proven experience in financial analysis, budgeting, forecasting, and variance analysis.

• Advanced Microsoft Excel skills, including financial modeling and data analysis.

• Strong analytical and problem-solving skills with excellent attention to detail.

• Ability to work effectively in a fast-paced, deadline-driven environment.

• Strong communication and interpersonal skills for collaboration and stakeholder engagement.

• Ability to multitask, prioritize responsibilities, and meet project deadlines.

Key Responsibilities

• Analyze financial statements and reports to identify trends, discrepancies, and opportunities for improvement.

• Perform variance analysis to evaluate financial performance and identify potential risks and opportunities.

• Collaborate with cross-functional teams to support budgeting and forecasting processes.

• Develop and maintain financial models to support decision-making and strategic planning.

• Prepare and present comprehensive financial reports and presentations for stakeholders and management.

• Conduct detailed data analysis to identify key metrics and trends and provide actionable insights to management.

• Ensure data accuracy and integrity by implementing effective data management and quality control processes.

• Identify and recommend process improvements to optimize financial operations and enhance efficiency.

• Stay informed about industry trends and best practices and incorporate relevant insights into financial analysis.

• Support business leaders and executives with financial insights that influence strategic and tactical decisions.

Education and Experience

• 3 5 years of relevant professional experience.

• Bachelor's degree in Finance, Accounting, Economics, or a related field; a Master's degree is preferred.

• Demonstrated experience in financial analysis, budgeting, and variance analysis.

• Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.

• Strong knowledge of SQL for data retrieval, manipulation, and analysis.

• Proficiency in Tableau for data visualization and reporting.

• Experience with Workday Adaptive Planning is a plus.

• Excellent analytical and problem-solving abilities with strong attention to detail.

• Ability to work effectively in a fast-paced, deadline-driven environment.

• Strong communication and interpersonal skills for effective collaboration and stakeholder engagement.

• Ability to manage multiple priorities and meet project deadlines.

Nice-to-Have Skills

• Experience with Workday Adaptive Planning.

• Knowledge of SQL for financial data retrieval and analysis.

• Proficiency in Tableau for data visualization and reporting.

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

Physical Demands and Work Effort

• Regular keying and typing, standing, and walking.

• Ability to sit for extended periods.

• Requires constant mental and/or visual attention. Work may be repetitive or diversified and requires ongoing alertness in an office environment.

• Work is generally performed under comfortable working conditions, with disagreeable elements generally absent during normal performance.

• Compliance with company attendance standards is required.

• Some travel is required.

Compensation and Benefits

The company offers a competitive compensation package and comprehensive benefits, including:

• Medical, dental, and vision insurance.

• Life insurance.

• Paid vacation and sick days.

• Paid holidays.

• Tuition reimbursement.

• 401(k) retirement plan with company match.