Strategic Financial Analyst: Forecasting, Insights & Growth

FinThrive, Inc.; Northern (KY); Hybrid; USD 70,000 - 100,000; Full time

Job summary

FinThrive, Inc. is recruiting a Finance Analyst to consolidate planning and reporting processes, prepare forecasts, budgets, and multi-year outlooks.

You will work with senior management to discuss risks, opportunities, and variances, and develop insights to guide strategic decisions. You will collaborate with business leaders and accounting to ensure accurate financials, driving process improvements and KPI reporting.

Qualifications

• Bachelor's degree in Finance, Economics, Mathematics, or related field with 2–5 years of experience.
• Advanced Excel and PowerPoint skills required.
• Tableau/Power BI/Other BI tools and SQL knowledge are a plus.

Responsibilities

• Consolidate and support planning and reporting processes including monthly forecasts, annual budgets, and multi-year outlooks.
• Interact with senior management regarding risks, opportunities, and forecast variances.
• Provide key business insights to facilitate timely, informed decision-making.
• Partner with business leaders to assess performance, trends, and strategic trade-offs.
• Develop budget vs. actual and forecast vs. actual reporting to support decision-makers.
• Collaborate with accounting during monthly close for accurate financials and variance analyses.
• Drive process improvements to improve performance, including evaluating new store openings and concepts.
• Support quarterly financial reporting for board and investor requirements.
• Create and analyze financial reporting and KPIs as requested.
• Structure and maintain financial models to develop insights and actionable recommendations.
• Identify cross-functional initiatives to improve processes, systems, and automation.

Skills

Advanced Excel

PowerPoint

Education

Bachelor's degree in Finance/Economics/Math

Tools

Tableau/Power BI

SQL

Job description

FinThrive, Inc. is recruiting a Finance Analyst to consolidate planning and reporting processes, prepare forecasts, budgets, and multi-year outlooks.

You will work with senior management to discuss risks, opportunities, and variances, and develop insights to guide strategic decisions. You will collaborate with business leaders and accounting to ensure accurate financials, driving process improvements and KPI reporting.