Financial Analyst-Augment

Role Overview

Will provide in-depth analysis and strategic recommendations to company leadership across several key areas as well as special projects relevant to driving revenue or profitability across the enterprise.

What You Will Do

Create, track, forecast and analyze financial information to aid the business in making critical, time-sensitive decisions, and support monthly, quarterly, and annual reporting process for Executive leadership team.

Why It Might Be a Fit

Strong analytical, problem-solving, and critical thinking skills with high attention to detail, and ability to translate complex financial information into clear business insights.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 5+ years of experience in Financial Planning & Analysis (FP&A), corporate finance, or related analytical roles
• Advanced expertise in Planful (formerly Host Analytics)
• Strong hands-on experience with Spotlight for Office (Excel-based Planful reporting)
• Proven ability to create, automate, and enhance financial reports from Planful and/or Microsoft Dynamics Business Central
• Experience with Power BI (data visualization, dashboard creation, and reporting) is a plus
• Advanced proficiency in Microsoft Excel, including formulas, pivot tables, and financial modeling
• Demonstrated experience developing financial models for forecasting, budgeting, scenario analysis, and strategic planning
• Strong understanding of financial statements, KPIs, and business performance metrics
• Experience supporting executive-level reporting, including preparation of presentations for senior leadership (ELT/BOD)
• Ability to manage large data sets, ensuring accuracy and integrity while generating actionable insights
• Strong analytical, problem-solving, and critical thinking skills with high attention to detail
• Excellent communication and presentation skills, with the ability to translate complex financial information into clear business insights
• Experience working in fast-paced environments with the ability to manage multiple priorities and meet tight deadlines
• Knowledge of ERP systems (preferably Microsoft Dynamics Business Central) and financial reporting tools

Tagged as: Data Visualization, Excel, Financial Modeling, Forecasting, Microsoft Dynamics, Power BI