Financial Analyst / Investment Operations Analyst

Thexpnet

Financial Analyst delivering insights and financial support for M2W, Inc.'s operational goals. Collaborating with cross-functional teams to provide data-driven decision-making analyses.

Posted 6/4/2026part-timeRemote • Massachusetts • 🇺🇸 United StatesJunior💰 $45 - $65 per hourWebsite

About the role

Key responsibilities & impact

Lead the monthly financial reporting process by coordinating with department leaders to gather, consolidate, and analyze financial data.
Prepare management reports and dashboards to support executive decision-making.
Support the development of annual budgets, rolling forecasts, and long-term financial plans.
Monitor spending and provide recommendations to improve financial performance.
Conduct variance analyses comparing actual results against budgets and forecasts.
Identify key business drivers, trends, risks, and opportunities.
Evaluate proposed business initiatives, operational changes, and growth opportunities to assess financial impact.
Develop financial models and business cases to support strategic planning.
Analyze key performance indicators (KPIs) and operational metrics.
Provide actionable insights to support business objectives and profitability.
Create clear, concise, and impactful presentations for leadership.
Communicate financial findings and recommendations to stakeholders.
Identify opportunities to improve financial reporting processes, automation, and operational efficiencies.
Support system enhancements and data integrity initiatives.
Perform special analyses and projects as assigned to support company growth and operational excellence.

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred.
1+ years of relevant financial analysis, accounting, FP&A, or related experience.
Experience in marketing, event services, staffing, experiential marketing, or agency environments is a plus.
Experience supporting annual budgeting, forecasting, and financial planning activities.
Strong financial reporting, variance analysis, and analytical skills.
Excellent written and verbal communication skills.
Ability to present complex financial information in a clear and actionable manner.
Strong problem-solving abilities and attention to detail.
Advanced proficiency in Microsoft Excel and PowerPoint.
Ability to manage multiple priorities and deadlines in a fast-paced environment.
Team-oriented mindset with a commitment to collaboration and continuous improvement.

Benefits

Comp & perks

Competitive salary and bonus opportunities
Medical, Dental, and Vision Insurance
Paid Time Off and Company Holidays
401(k) Retirement Plan
Professional Development Opportunities
Remote Work Flexibility
Collaborative and Entrepreneurial Culture

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial reportingvariance analysisfinancial analysisbudgetingforecastingfinancial modelingKPI analysisbusiness case developmentdata analysisoperational metrics

Soft Skills

communication skillsproblem-solvingattention to detailteam-orientedcollaborationtime managementanalytical skillspresentation skillsactionable insightscontinuous improvement