Financial Analyst

MeridianLink; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

MeridianLink seeks a Financial Analyst to review past financial results, perform variance analysis, and update forecasts to drive business decisions. The FP&A subfamily creates forecasts and budgets for departments and the company, and the analyst will contribute to financial models, trends, and assumptions.

The role includes running and enhancing reporting systems, budgeting analysis, forecasting, variance commentary, and project preparation to support performance monitoring and strategic

Qualifications

• Requires moderate skill set and proficiency in subject area.
• Ability to conduct work assignments of increasing complexity under moderate supervision with some latitude for independent judgment.
• Bachelor’s degree and 2-4 years of relevant experience.

Responsibilities

• Consolidate companywide reporting for historical and projected financial statements, metrics, and KPIs
• Responsible for reviewing and analyzing reporting results
• Manage source data queries and recommend improvements in support of financial objectives
• Build models in Anaplan
• Build and manage financial models for ad hoc analyses
• Provide accurate and timely reports for performance monitoring
• May be responsible for budget or cost analysis
• Gather, analyze, prepare, and summarize recommendations for financial plans, acquisition activity, trended future requirements, and operating forecasts

Skills

Moderate skill set and proficiency in

Ability to conduct work assignments of

Education

Bachelor’s degree and 2-4 years of relevant experience

Tools

Anaplan

Job description

As a part of the FP&A subfamily, the Financial Analyst is responsible for reviewing and analyzing past financial results, performing variance analysis, and updating trends and business forecasts to drive business decisions. The FP&A subfamily is responsible for creating financial forecasts, strategic forecasts, and short and long-term budget planning for individual departments and MeridianLink as a whole. The Financial Analysts will participate in the budgeting and strategic planning process by contributing to the building of financial models, analyzing financial trends, and establishing assumptions. The role will be responsible for running and enhancing reporting systems to facilitate the production of information, budgeting analysis, forecasting analysis, variance commentary, reporting and reviews, and project preparation.

Expected Duties

• Consolidate companywide reporting for historical and projected financial statements, metrics, and KPIs
• Responsible for reviewing and analyzing reporting results
• Manage source data queries and recommend improvements in support of financial objectives
• Build models in Anaplan
• Build and manage financial models for ad hoc analyses
• Provide accurate and timely reports for performance monitoring
• May be responsible for budget or cost analysis
• Gather, analyze, prepare, and summarize recommendations for financial plans, acquisition activity, trended future requirements, and operating forecasts

Qualifications: Knowledge, Skills, and Abilities

• Requires moderate skill set and proficiency in subject area
• Ability to conduct work assignments of increasing complexity under moderate supervision with some latitude for independent judgment
• Bachelor’s degree and 2-4 years of relevant experience