Sarah Test

Lever Test 23; California (MO); On-site; USD 80,000 - 100,000; Full time

Job summary

Lever Test 23 in California is seeking an experienced financial analyst to build and maintain financial models, create insightful dashboards, and analyze performance metrics. Ideal candidates will possess a Bachelor’s degree in finance and at least 4 years of relevant experience.

This position requires proficiency in Excel and Power BI, focusing on budgeting, forecasting, and business performance reporting. The role offers a hybrid work schedule with potential flexibility based on performance.

Qualifications

• 4+ years of experience in FP&A or financial analysis.
• Strong understanding of business performance reporting.
• Ability to create executive-facing dashboards.

Responsibilities

• Build and maintain financial models for budgeting and forecasting.
• Analyze performance across markets and products.
• Create dashboards and reports using Excel and Power BI.

Skills

Financial modeling

Data visualization

Performance analysis

Reporting

Excel

SQL

Education

Bachelor’s degree in Finance, Accounting, Business Analytics, or related field

Tools

Power BI

Job description

What You’ll Do:

• Build and maintain financial models for budgeting, forecasting, revenue analysis, and long-term planning
• Create dashboards, reports, and data visualization tools using Excel, Power BI, SQL, or similar platforms
• Analyze performance across markets, products, teams, and vendors to identify trends, risks, opportunities, and key business drivers
• Turn complex financial and operational data into clear insights, recommendations, and executive-ready reporting
• Partner with finance, sales, operations, and strategy leaders on growth, pricing, efficiency, and performance initiatives
• Support monthly reporting, variance analysis, scenario modeling, and decision-making for a fast-growing, multi-market business
• Improve reporting processes and data visibility so leaders can make better-informed decisions faster

Basic Qualifications - What You’ll Bring:

• Bachelor’s degree in Finance, Accounting, Business Analytics, Economics, or a related field
• 4+ years of experience in FP&A, financial analysis, business analytics, revenue analysis, or a similar analytical role

Preferred Qualifications:

• Advanced Excel skills, including experience building and managing financial models
• Hands‑on experience with Power BI, SQL, dashboarding, data visualization, or similar reporting tools
• Experience with budgeting, forecasting, revenue analysis, variance analysis, or business performance reporting
• Strong business storytelling skills with the ability to simplify complex information
• Ability to turn data into clear insights, recommendations, and presentations for business leaders
• Experience creating executive‑facing dashboards, reporting packages, or performance scorecards
• Experience working with CRM, sales, or operational data, such as Dynamics 365 or similar platforms

Location and Work Schedule:

This role will work primarily in our corporate office in Fulton, MD, with potential to work 1–2 days/week from home (based on job performance and business needs).

Candidates should live within a realistic commuting distance of the office. Nearby areas include Columbia, Laurel, Ellicott City, Elkridge, Clarksville, Savage, Jessup, Burtonsville, Silver Spring, Rockville, Gaithersburg, Hanover, and Baltimore County.