The Financial Analyst will support financial planning, analysis, and reporting activities for a fast-growing organization experiencing both organic growth and M&A activity. This role partners closely with Accounting, FP&A, and business leaders to deliver timely insights, support decision-making, and improve financial processes through data-driven analysis and reporting. 

Key Responsibilities

• Support the annual budget cycle, rolling forecasts, and long-range financial planning processes
• Perform monthly forecasting and variance analysis, providing clear explanations of results versus budget and prior periods
• Assist Accounting with monthly close activities, including responding to data requests, reviewing actuals, and validating financial results
• Develop, maintain, and enhance financial models to support business planning and strategic initiatives
• Build and maintain Power BI dashboards and reports to support executive and operational reporting
• Prepare financial presentations and materials for management and stakeholders
• Leverage NetSuite and Excel-based reporting tools (including Excel add-ons) to extract, analyze, and report financial data
• Perform ad hoc financial reporting and analysis to support business needs
• Support M&A activities, including financial due diligence, data analysis, and post-acquisition integration support (where applicable)
• Identify opportunities to improve reporting processes, data accuracy, and automation as the company scales

• 4+ years of experience in financial analysis, FP&A, or a related finance role
• Strong experience with budgeting, forecasting, and financial planning
• Advanced Excel skills (financial modeling, complex formulas, pivot tables; Excel add-ins a plus)
• Hands-on experience with Power BI, including building dashboards, reports, and visualizations
• Experience assisting with or supporting monthly close processes
• Strong analytical skills with the ability to translate data into actionable insights
• Excellent communication and presentation skills

Key Competencies

• Detail-oriented with strong organizational skills
• Ability to manage multiple priorities in a fast-paced environment
• Proactive, self-motivated, and comfortable working with cross-functional teams
• Strong problem-solving mindset with a continuous improvement approach