Job Description
Beacon Hill Financial is proud to partner with a dynamic and growing financial services firm seeking a Financial Analyst to join their team. This position is ideal for a data-driven professional with a keen analytical mindset and strong business acumen. You’ll play a critical role in supporting financial decision-making, modeling, and strategic planning that drives business growth.
Job Description:
As a Financial Analyst , you will be responsible for conducting financial modeling, preparing reports, and providing insights that inform key business decisions. You’ll collaborate cross-functionally with accounting, operations, and executive teams to ensure data accuracy, evaluate performance, and identify opportunities for improvement.
Key Responsibilities:
Develop, maintain, and enhance financial models to support forecasting, budgeting, and long-term planning.
Analyze financial results, trends, and performance indicators to identify risks and opportunities.
Prepare and deliver monthly and quarterly financial reports, dashboards, and presentations for management.
Conduct variance analysis comparing actual results to budget and forecast.
Partner with business units to provide financial insight and decision support.
Assist in evaluating investment opportunities, pricing strategies, and cost-saving initiatives.
Ensure data integrity and accuracy across financial systems and reports.
Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
2–4 years of experience in financial analysis, preferably in the financial services industry.
Advanced proficiency in Microsoft Excel; experience with financial modeling and scenario analysis.
Familiarity with tools such as Power BI, Tableau, or similar business intelligence software is a plus.
Strong understanding of financial statements, metrics, and key performance indicators (KPIs).
Excellent communication and presentation skills with the ability to explain complex financial data to non-financial stakeholders.
Detail-oriented, analytical, and capable of managing multiple priorities in a fast-paced environment.
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