Junior Financial Analyst - Remote

Placements24; Willows (CA); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive training

Global client exposure

Performance incentives

CFA/ACCA certification support

Remote work flexible

Job summary

Placements24 is seeking a Junior Financial Analyst for a remote role with a respected investment management firm. Join a finance team focused on planning, analysis and reporting in a remote-first, globally-connected environment.

You will assist with statements, budgets, forecasts, variance analysis, and financial modeling; present insights to senior management; and collaborate across departments. A finance-related bachelor's degree and strong Excel skills are required, with support for CFA/ACCA.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related quantitative field.
• Strong understanding of financial principles and accounting practices.
• Excellent analytical, problem-solving and communication skills.
• Proficiency in Excel including pivot tables and VLOOKUP.
• Comfort with remote work and self-management.

Responsibilities

• Assist in preparation of financial statements, budgets and forecasts.
• Perform variance analysis and explain financial performance.
• Support development and maintenance of financial models.
• Research industry trends and economic factors impacting the company.
• Prepare reports and presentations for senior management.
• Assist in financial due diligence for investments or acquisitions.
• Reconcile discrepancies and ensure data accuracy.
• Collaborate with accounting and other departments for information.
• Support ad-hoc financial analysis requests as needed.
• Ensure compliance with regulations and internal policies.

Skills

Financial principles

Analytical skills

Attention to detail

Excel proficiency

Communication

Education

Bachelor's degree in Finance, Accounting, Economics, or related quantitative field

Tools

Excel (advanced)

Financial modeling software

Job description

About the Role

Our client, a respected investment management firm with a global reach, is currently seeking highly motivated and detail-oriented graduates to join their finance team as Junior Financial Analysts. This position is entirely remote, offering the flexibility to work from anywhere while contributing to critical financial operations. You will be an integral part of a team responsible for financial planning, analysis, and reporting, providing essential support to various business units. This is an exceptional opportunity for individuals eager to develop their careers in finance, gain exposure to complex financial models, and work within a forward-thinking, digitally enabled organization. We champion a remote-first culture, ensuring all team members have the tools and support necessary to thrive professionally without geographical constraints. Your analytical prowess and dedication will be key to uncovering insights that drive strategic financial decisions. Join us and embark on a challenging yet rewarding journey in the world of finance.

Key Responsibilities

• Assist in the preparation of financial statements, budgets, and forecasts.
• Perform variance analysis and provide explanations for financial performance.
• Support the development and maintenance of financial models.
• Conduct research on industry trends and economic factors that may impact the company.
• Prepare reports and presentations for senior management.
• Assist in the financial due diligence process for potential investments or acquisitions.
• Reconcile financial discrepancies and ensure data accuracy.
• Collaborate with accounting and other departments to gather financial information.
• Support ad-hoc financial analysis requests as needed.
• Ensure compliance with financial regulations and internal policies.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• Strong understanding of financial principles and accounting practices.
• Proficiency in Microsoft Excel, including advanced functions (e.g., pivot tables, VLOOKUP, financial modeling).
• Familiarity with financial analysis software is a plus.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong attention to detail and accuracy.
• Effective written and verbal communication skills.
• Ability to work independently and manage time effectively in a remote setting.
• Proactive approach to learning and professional development.

Benefits

• Comprehensive training in financial analysis and modeling techniques.
• Opportunity to work with a global client base and diverse financial instruments.
• Competitive salary and performance-based incentives.
• Support for professional certifications (e.g., CFA, ACCA).
• Flexible working arrangements within a fully remote setup.
• Collaborative and intellectually stimulating remote team environment.
• Clear pathways for career advancement within the firm.
• Exposure to high-level financial strategy and decision-making.