Role Overview
The Financial Analyst serves as a key contributor to insight and decision enablement by combining financial planning and analysis, business intelligence, data management, and AI-enabled analytics. This role develops reporting, dashboards, forecasts, financial models, and actionable insights that help leadership understand performance, identify risks and opportunities, and improve business outcomes.
What You Will Do
Support core FP&A activities, including annual budgeting, rolling forecasts, long-range planning, financial modeling, variance analysis, and profitability analysis to support business planning and decision-making. Develop and maintain financial models, dashboards, reports, visualizations, KPIs, and management presentations that communicate financial and operational performance in a clear, actionable manner.
Why It Might Be a Fit
Must have strong analytical skills with the ability to interpret financial, operational, and customer data to identify trends, anomalies, risks, and opportunities. Demonstrates natural curiosity, resiliency, sound judgment, professional skepticism, and a continuous improvement mindset, with the ability to work through ambiguity, ask thoughtful questions, and translate analysis into practical business insight.
Requirements
- Bachelor’s degree and more than five years of experience in finance, data analytics, accounting or a related area
- General knowledge of financial/operational principles/accounting
- Strong Excel, Word, and PowerPoint skills
- Experience creating reports, dashboards, and data visualizations.
- Understanding of budgeting, forecasting, financial reporting, and performance metrics.
Benefits
- Competitive salaries
- 401k company contribution plus tiered match
- Employer-paid premiums for Medical, Dental, and Vision coverage for employees
- Employer-paid Short-Term and Long-term Disability coverage
- Employer-paid AD&D (Accidental Death & Dismemberment) and Term-life
- On-Site Clinic: available Monday-Friday
- Wellness Bonus Program – including Gym Reimbursement
- Tuition Reimbursement
- Generous PTO & Paid Holidays
To apply for this job please visit recruiting.paylocity.com.

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