Financial Analyst: Budgeting, Forecasting & BI Insights

NorthPoint Search Group; Smyrna (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Annual HSA contribution

401(k) with company match

Job summary

NorthPoint Search Group in Smyrna, GA is seeking a Financial Analyst to support budgeting, forecasting, financial reporting, variance analysis, and data automation initiatives to drive business performance.

You will develop and maintain financial models, prepare reports, monitor revenue and expense trends, and design automated solutions using Power BI or Tableau. Advanced Excel and ERP/BI experience are preferred.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• MBA or CPA preferred.
• 2–4 years of financial analysis experience.
• Strong understanding of financial statements and forecasting.
• Advanced Excel skills.
• Experience with ERP systems and BI tools.
• Strong analytical and communication skills.

Responsibilities

• Develop and maintain financial models for budgeting and forecasting.
• Prepare monthly, quarterly, and annual financial reports.
• Conduct variance analysis and deliver actionable insights.
• Monitor revenue streams and expense trends.
• Design and implement automated reporting solutions using Power BI or Tableau.
• Ensure data integrity and compliance with financial policies.
• Identify and execute process improvement initiatives.
• Support audits and provide required documentation.
• Perform ad hoc financial modeling and scenario analysis.

Skills

Financial analysis

Forecasting

Excel (Advanced)

BI tools

ERP systems

Communication skills

Education

Bachelor’s degree in Finance/Accounting

MBA or CPA preferred

Tools

Power BI

Tableau

ERP systems

Job description

NorthPoint Search Group in Smyrna, GA is seeking a Financial Analyst to support budgeting, forecasting, financial reporting, variance analysis, and data automation initiatives to drive business performance.

You will develop and maintain financial models, prepare reports, monitor revenue and expense trends, and design automated solutions using Power BI or Tableau. Advanced Excel and ERP/BI experience are preferred.