Financial Analyst
The Financial Analyst position at Vestmark is a hands-on role that will focus on driving the annual budget, forecasting and in-depth analysis to support decision-making across the organization. This will be an extremely visible role to executive leadership.
Responsibilities:
- Assist in the annual budgeting and monthly forecasting process
- Prepare variance analysis for each financial statement
- Prepare quarterly reporting packages for the board and investors
- Transform data into a comprehensible and concise narrative for leadership
- Provide business analysis and financial support on internal operations and strategic initiatives
- Partner with sales and operations to ensure optimal deal economics
- Partner with all stakeholders in the business to develop refined annual plans
- Develop processes that drive efficiency and profitability
- Prepare ad hoc analysis for the Executive team
Skills and Requirements:
- 2+ years of experience in Financial Planning & Analysis
- Advanced financial modeling and analysis skills
- Working knowledge of GAAP, as applied to financial reporting standards
- Familiarity with the Income Statement, Balance Sheet and Cash Flow
- Strong interpersonal skills – comfortable partnering with the business and executive team
- Excellent organizational, analytical and critical thinking skills
- Ability to thrive in a dynamic business environment that requires rapid learning, multitasking and prioritization of deliverables
- Highly proficient in MS Office (Excel and PowerPoint)
- Exposure to NetSuite and Adaptive Insights a plus
Key Attributes:
- Problem solver
- Attention to detail
- Excellent team player with emphasis on collaboration
- Strong interpersonal skills
- Energetic and self-motivated
Education:
- Bachelor’s degree in Finance or Economics