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Financial Analyst
MarginEdgeFinancial Analyst managing financial reporting and analysis at MarginEdge. Collaborating with leadership on business drivers and operational metrics while maintaining a hybrid work schedule.
About the role
Key responsibilities & impact- Manage and maintain company wide financial model to generate updated, real-time income statement, balance sheet, and cash flow projections.
- Identify trends in financial performance and provide recommendations for improvement.
- Generate reporting and provide analysis of monthly business results for key stakeholders of the company (executive team, department heads, investors, etc.)
- Track actual performance against plan and provide clear and concise variance analyses that describe metrics and other variance drivers.
- Prepare monthly reporting for board members and create financial slides for quarterly board meetings.
- Assist in financial due diligence for potential capital raises and M&A transactions.
- Build simple models from scratch and modify existing models to support business needs and decision-making.
- Work closely with leadership report and analyze the key operational metrics driving business growth.
- Influence business decisions with data-driven analysis.
- Deliver insights into drivers of growth, costs, user metrics, and market trends.
- Identify risks and opportunities with actionable recommendations.
- Assist accounting team with month-end close procedures, reconciliations, and compliance reporting as needed.
Requirements
What you’ll need- 2-3 Years of experience in financial planning and analysis, accounting or a closely related function.
- Bachelor’s degree in finance, accounting, statistics, economics, or business administration.
- Advanced proficiency in Excel strong skills in PowerPoint;
- Skilled in working with financial databases, accounting systems, and related technologies.
- Strong attention to detail.
- Strong analytical and financial modeling skills.
- Ability to understand and interpret complex data to all necessary stakeholders.
- Excellent time management and organizational ability to manage competing priorities.
- A demonstrated work ethic and strong desire to exceed expectations.
Benefits
Comp & perks- Unlimited Paid Time Off (and we mean it, we encourage your healthy work life balance!)
- Medical, Dental, Vision, and Short/Long-Term Disability Insurance (preventative care for the win)
- Health Savings Account with employer match (dependent upon your medical plan selection)
- Commuter benefits with employer contribution (excluding limos and helos - for now)
- Generous Life Insurance Plan
- Short- and Long-term Disability
- Company-Paid Holidays
- 401(k) and matching
- Stock Options to buy into everything we are doing to support this industry
- 12-week fully Paid Parental Leave
- Lunch catered twice a week at our HQ in Arlington (we exclusively cater from our clients, too! A wellness program that sponsors healthy activities such as step challenges and provides discounts to gyms and fitness classes.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingvariance analysisfinancial analysisdata-driven analysisfinancial reportingdue diligencereconciliationscompliance reportingbudgetingforecasting
Soft Skills
attention to detailanalytical skillstime managementorganizational skillscommunication skillswork ethicproblem-solvinginfluencing skillscollaborationadaptability