Financial Analyst

About this role

Financial Analyst

Location: North Liberty, Indiana, United States (On-site)

Industry: Technology, Information and Internet

Work Setting: On-site

Are you passionate about turning financial data into strategic business insights and driving informed decision-making? We are seeking a detail-oriented Financial Analyst to support financial planning, forecasting, reporting, and business analysis activities. This role offers the opportunity to work cross-functionally, develop meaningful financial models, and provide actionable recommendations that contribute to organizational growth and operational excellence.

Key Responsibilities
• Support the annual budgeting and forecasting process, including preparing financial projections and variance analyses.
• Develop, maintain, and enhance financial models, reporting tools, and databases to improve decision-making and efficiency.
• Monitor budget-to-actual performance and identify key trends, risks, and opportunities.
• Partner with business leaders and departments to collect financial data, validate assumptions, and improve forecast accuracy.
• Analyze financial and operational performance metrics, providing insights and recommendations to stakeholders.
• Prepare monthly, quarterly, and annual financial reports to support leadership decision-making.
• Perform profitability, expense, and operational efficiency analyses to identify areas for improvement.
• Serve as a trusted financial partner by helping stakeholders understand financial metrics and reporting outcomes.
• Support credit risk and reserve forecasting activities through financial and quantitative analysis.
• Develop and maintain dashboards and visual reports using business intelligence and reporting tools.
• Conduct peer benchmarking and comparative financial analysis.
• Participate in strategic projects, special analyses, and business planning initiatives.
• Collaborate with Finance, Accounting, and business teams to deliver accurate and timely financial information.
• Ensure accuracy, integrity, and confidentiality of financial data and reporting.

Qualifications

Education & Skills
• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Strong understanding of financial planning and analysis (FP&A), budgeting, forecasting, and financial reporting.
• Solid accounting knowledge with the ability to interpret financial statements and business performance metrics.
• Advanced analytical, quantitative, and problem-solving skills.
• Proficiency in financial modeling, data analysis, and reporting tools.
• Strong attention to detail with the ability to manage multiple priorities and deadlines.
• Excellent communication and presentation skills with the ability to simplify complex financial information.
• Ability to collaborate effectively with stakeholders across various departments.

Experience
• Experience in financial planning, budgeting, forecasting, financial analysis, or corporate finance functions.
• Demonstrated experience building and maintaining financial models and performance dashboards.
• Experience analyzing large datasets to identify trends, opportunities, and business risks.
• Knowledge of financial reporting processes and key performance indicator (KPI) analysis.
• Experience collaborating with cross-functional teams and senior leadership.
• Familiarity with business intelligence and reporting platforms is preferred.

Required skills

• Financial Reporting