Remote Financial Analyst: Strategic Budget & Insights

Apptad Inc; United States; Remote; USD 70.000 - 90.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision

401(k) with company match

Tuition reimbursement

Zusammenfassung

Taxwell is seeking a Financial Analyst for a remote position in the United States. The role requires 3–5 years of financial analysis experience, a Bachelor’s degree in Finance or related field, and strong skills in Excel, SQL, and Tableau.

Experience with Workday Adaptive Planning is a plus. The analyst will collaborate with business leaders to understand expense drivers, build financial models, and support budgeting and forecasting initiatives.

Qualifikationen

• 3-5 years of relevant experience in financial analysis, budgeting, and variance analysis.
• Advanced proficiency in Excel for financial modeling and data analysis.
• Strong knowledge of SQL for data retrieval, manipulation, and analysis.
• Experience with Tableau for data visualization and reporting.
• Experience with Workday Adaptive Planning is a plus.

Aufgaben

• Analyze financial statements and reports to identify trends, discrepancies, and opportunities for improvement.
• Assist in variance analysis to assess financial performance and provide insights into potential areas of concern or success.
• Collaborate with cross-functional teams to contribute to budgeting and forecasting processes.
• Develop and maintain financial models to support decision-making and strategic planning.
• Prepare and present comprehensive financial reports and presentations for stakeholders and management.
• Conduct in-depth data analysis to identify key metrics and trends, providing actionable insights to the management team.
• Ensure data accuracy and integrity by implementing robust data management and quality control processes.
• Proactively identify and recommend process improvements to optimize financial operations and enhance overall efficiency.

Kenntnisse

Excel

SQL

Tableau

Workday Adaptive Planning

Ausbildung

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

Tools

Microsoft Excel

Jobbeschreibung

Taxwell is seeking a Financial Analyst for a remote position in the United States. The role requires 3–5 years of financial analysis experience, a Bachelor’s degree in Finance or related field, and strong skills in Excel, SQL, and Tableau.

Experience with Workday Adaptive Planning is a plus. The analyst will collaborate with business leaders to understand expense drivers, build financial models, and support budgeting and forecasting initiatives.