Financial Analyst - Financial Services

• Are you ready to take your career to the next level? ?

• Why Make the Leap? ?
• Incredible Culture: Small family-like environment where ideas are heard, people are valued, and you’re not just a number.
• Endless Opportunity: Be part of a growing, game-changing team where your contributions matter. No “cookie-cutter” days here—your insight will shape projects, reporting, and profitability across the organization.

• Career Growth Awaits: If you have a vision, they’ll empower you to act on it. Develop with a company that’s willing to innovate and invest.
• The Role Highlights:

✔️ Be the bridge for financial intelligence—help turn data into actionable insights.

✔️ Dive into analytics-heavy initiatives—profitability, forecasting, budgeting, and month-end processes.

✔️ Collaborate with product and channel managers to refine decision-making tools.

✔️ Opportunities to improve systems (hello, SQL and PowerBI!) and drive impactful results.

• Remote Flexibility: The team remote., but with scheduled in-person meetups to stay connected. Prefer to be on-site? You can do that, too. Candidate must be within a reasonable commute to HQ.
• Why Now?

This is your chance to work with a fun, smart, and growth-driven team making waves in the financial services industry. If you’re gainfully employed but looking for somewhere to grow, collaborate, and make an impact—this is it.

• Candidate must possess at least 3 years of experience in the financial services industry as a Financial Analyst or similar role.
• Proficiency in executing Month End Close procedures is essential.
• Experience with Accounts Provisioning is required.
• Demonstrable skills in Budgeting and Forecasting are necessary.
• Must be able to produce Ad Hoc Reporting as per business requirements.
• Knowledge of SQL is a significant advantage.
• Familiarity with Power BI, Microsoft Power BI, or Power Business Intelligence is highly desirable.
• Strong Data Analysis skills are crucial for this role.