Financial Analyst

Infobase; United States; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Job summary

A leading E-learning and Education company based in the United States is seeking a Financial Analyst. This role involves analyzing financial data, creating reports, and providing insights to enhance decision-making and operational efficiency. Applicants should have a BA/BS degree in a quantitative field and at least 2 years of experience in data analysis and business performance. The company offers benefits like medical insurance and a 401(k).

Qualifications

• 2+ years of relevant experience in data processing, business performance analysis, and variance analysis.
• High aptitude for learning new skills and tackling challenges.
• Experience with financial principles and analysis.

Responsibilities

• Analyze financial reporting and transform data into actionable insights.
• Create financial reports and streamline reporting processes.
• Support annual budget preparation and track financial performance.

Skills

Data analysis

Excel (pivot tables, lookups)

Power BI

Python/R

SQL

Effective communication

Education

BA/BS degree in Business, Economics, Accounting, Finance, or in a quantitative field

Tools

Microsoft Office

Power Query in Excel

Job description

Only US Authorized Candidates will be considered. Sponsorship is not available for this position.

Job Summary

The Financial Analyst will play a crucial role in analyzing financial reporting as well as transforming raw data into actionable insights, enabling the company to make informed decisions, identify trends, and improve operational efficiency. This position involves working with a Cloud ERP (NetSuite) as well as large datasets, conducting customer pricing analysis, supporting budget processes, and collaborating with various stakeholders to enhance financial decision‑making.

Essential Functions

• Create financial reporting and analysis of large data sets including, but not limited to, bookings, revenue, cost of sales, operating expenses, capital expenses, customer information, and other transactions to support business needs.
• Support performing customer pricing analysis.
• Serve as a key strategic partner within the embedded finance group, translating complex financial data into actionable business intelligence for departmental leaders across the organization.
• Participate in the preparation of the annual budget process.
• Track and analyze financial performance, prepare forecasts and present recommendations to business unit operators.
• Build and maintain financial models, business case analysis, and create financial/management reporting to provide decision support.
• Document current processes and routine practices while driving process improvements.
• Create reports and streamline existing reports where appropriate.
• Create ad‑hoc analytical reports and perform various other related duties as required with a focus on meeting deadlines and providing communication to management.
• Special projects assigned by the Corporate Controller, FP&A, and the CFO.

Knowledge, Skills & Abilities

• Ability to obtain, analyze, and translate complicated data or large datasets into actionable insights.
• High aptitude for learning new skills and the willingness to tackle new challenges.
• Proficiency with Microsoft Office and advanced skills with Excel (pivot tables, lookups).
• Experience working with Power Query in Excel, Power BI, Python/R, SQL.
• High standard of organization, accuracy, and precision.
• Ability to work well in a team environment. Must be flexible, work independently with little supervision, able to multi‑task, and work to deadlines.
• Effective communication skills with strong written and verbal skills.

Core Competencies

• Possesses an understanding of financial principles, accounting practices, and financial analysis.
• Demonstrates ability to interpret financial statements and key performance indicators.

Analytical Thinking

• Applies analytical skills to dissect complex data sets, identify trends, and draw meaningful conclusions.
• Capable of thinking critically to solve problems.

Strategic Insight

• Utilizes data modeling to provide strategic insights and support decision‑making processes.
• Understands the broader business context and aligns data analyses with organizational goals.

Process Improvement Orientation

• Proactively identifies opportunities for process improvement in data reporting and analysis.
• Implements changes to enhance efficiency and accuracy in data reporting.

Key Accountabilities

• Accuracy of reports.

Minimum Qualifications

• BA/BS degree in Business, Economics, Accounting, Finance, or in a quantitative field with finance and accounting courses.
• 2+ years relevant experience in positions, internships, or coursework that required data processing, business performance analysis, and variance analysis.

Seniority Level

Associate

Employment Type

Full‑time

Job Function

Finance

Industries

E-learning and Education

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave
• Disability insurance