Financial Reporting Analyst

Role overview

Workplace and compensation

• The role has a hybrid working arrangement, with at least 2–3 days per week in the office.
• The anticipated salary range is $80,000–$100,000 annually; the position is eligible for a company bonus.

Reporting and analysis

• Produce monthly and ad hoc reports; analyze financial and operational data for trends, variances, and performance drivers.
• Develop dashboards, scorecards, and KPIs; validate, reconcile, and quality-check data.
• Present findings and recommendations; prepare monthly reporting packages and analysis comparing actuals with budgets, forecasts, and prior periods.
• Provide commentary on significant variances and support executive and board-level reporting.

Data, process, and governance

• Extract, transform, and analyze data from systems and databases; maintain reporting models and automate recurring processes.
• Work with IT and business teams to improve reporting tools, processes, and data availability; document methodologies, assumptions, and data sources.
• Improve reporting efficiency, accuracy, and automation; support new reporting tools and BI solutions.
• Ensure compliance with internal controls, policies, and regulatory requirements; maintain audit trails and support audits.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Mathematics, Statistics, or a related field.
• 3–5 years of reporting, financial analysis, business intelligence, or data analytics experience; experience preparing management or board packs with written commentary.
• Advanced Excel skills, including Pivot Tables, Power Query, and complex formulas; experience with Power BI or similar reporting and visualization tools.
• Strong analytical and problem-solving ability, attention to detail, and data accuracy.

Preferred qualifications

• Experience in energy, utilities, or commodities is preferred.
• Experience with Workday, QuickBooks, or similar ERP systems is preferred.
• Understanding of financial reporting and budgeting processes is preferred.