Prepare, update and improve the company’s budget and forecasts, including linkages between granular business drivers, operational KPIs and financial statements
Prepare and deliver annual, quarterly and monthly reporting of company performance vs. budget, including variance analyses
Drive strategic initiatives through a combination of cross-functional business partnering, analytical insight, and project management
Review monthly financial reporting in conjunction with senior accounting personnel for accuracy and consistency with company reporting standards
Support preparation of corporate reporting, including board reports
Continually improve the quality and scalability of reporting and analysis including driving identification and implementation of new tools and processes
Develop and design meaningful data visualization dashboards and reporting tools including using agentic AI
Drive or assist with other ad hoc analyses as required
Requirements
1-3 years of experience in an analytical role requiring Excel model building and analysis
Prior work experience in corporate FP&A, investment banking, private equity, transaction/valuation advisory, or management consulting strongly preferred
BA/BS degree or equivalent required
Advanced Excel proficiency
Experience with applied AI-assisted analytics tools (e.g., ChatGPT, Claude, Claude Code, Snowflake Intelligence, Excel Copilot, Power BI AI visuals) to automate data reconciliation, variance analysis, and management reporting, reducing manual effort and increasing accuracy.
Experience connecting AI tools to live data sources (e.g. data warehouses and ERP systems) via MCP is highly valued.
Prior experience extracting and analyzing large data sets out of ERP and cloud-based data warehousing systems; data transformation and business intelligence experience a plus (Sigma, Tableau, Domo, Microsoft Power BI + Power Query, etc.).
Experience building and utilizing AI agents that interact with financial data systems is a plus.
Familiarity with Python, R or similar languages a plus
Strong oral and written presentation skills – ability to present to executive audiences in a concise and data-driven fashion
Ability to think beyond the numbers - must be able to see connections between financials/data and business drivers, and draw strategic and operational insights from the performance of the business
General understanding of GAAP
Exceptional attention to detail
Strong organizational skills and ability to prioritize work and multitask to meet deadlines
Outstanding time management skills and accountability
Team player with an ability to work collaboratively
Entrepreneurial spirit / self-starter
Experience working in a fast-paced organization
Benefits
Medical, dental, and vision insurance kick in on the first day of your 2nd month!
We offer a generous 401k match.
Open PTO Policy.
100% employer-paid Disability and Life insurance.
Pre-Tax Commuter Benefits.
Company-sponsored learning in leadership, professional skills, diversity & inclusion, and access to tuition reimbursement for role-specific trainings.
Employee Discounts on our jewelry.
Access to exclusive discounts on gym memberships and more, as well as an Employee Assistance Program for 24/7 access to counseling.
Giving Back and Volunteer Opportunities.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Excel model buildingdata visualizationdata transformationbusiness intelligenceAI-assisted analyticsvariance analysisfinancial analysisdata reconciliationPythonR
Soft skills
presentation skillsstrategic thinkingattention to detailorganizational skillstime managementcollaborationentrepreneurial spiritself-startermultitaskinganalytical insight