Financial Analyst

MeridianLink, Inc.; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

MeridianLink, Inc. is seeking a Financial Analyst to review past results, perform variance analysis, and update trends to guide business decisions. The role supports budgeting, forecasting, and long-term planning for departments and the company as a whole.

The analyst will build and maintain financial models, run reporting systems, and contribute insights for performance monitoring and strategic planning. Candidates should have a bachelor's degree and 2–4 years of relevant experience in finance

Qualifications

• Bachelor’s degree and 2-4 years of relevant experience.
• Ability to perform assignments with increasing complexity under moderate supervision.
• Strong analytical and communication skills.

Responsibilities

• Consolidate companywide reporting for historical and projected statements, metrics, and KPIs.
• Review and analyze reporting results.
• Manage source data queries and suggest improvements for financial objectives.
• Build models in Anaplan.
• Develop financial models for ad hoc analyses.
• Provide accurate and timely reports for performance monitoring.
• Possibly perform budget or cost analysis.
• Gather and summarize recommendations for financial plans, acquisition activity, trended forecasts, and operating plans.

Education

Bachelor’s degree

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:

• Financial Analysts will consolidate companywide reporting for historical and projected financial statements, metrics, and KPIs
• Responsible for reviewing and analyzing reporting results
• The role will manage source data queries and recommend improvements in support of financial objectives
• Financial Analysts will build models in Anaplan
• Expected to build and manage financial models for ad hoc analyses
• The role will provide accurate and timely reports for performance monitoring
• Financial Analysts may be responsible for budget or cost analysis
• Expected to 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