Financial Analyst

About the Role

As a part of the FP&A subfamily, the Financial Analyst is responsible for reviewing and analyzing past financial results, performing variance analysis, and updating trends and business forecasts to drive business decisions. The FP&A subfamily is responsible for creating financial forecasts, strategic forecasts, and short and long-term budget planning for individual departments and MeridianLink as a whole.

The Financial Analysts will participate in the budgeting and strategic planning process by contributing to the building of financial models, analyzing financial trends, and establishing assumptions. The role will be responsible for running and enhancing reporting systems to facilitate the production of information, budgeting analysis, forecasting analysis, variance commentary, reporting and reviews, and project preparation.

Expected Duties

Financial Analysts will consolidate companywide reporting for historical and projected financial statements, metrics, and KPIs.

Responsible for reviewing and analyzing reporting results.

The role will manage source data queries and recommend improvements in support of financial objectives.

Financial Analysts will build models in Anaplan.

Expected to build and manage financial models for ad hoc analyses.

The role will provide accurate and timely reports for performance monitoring.

Financial Analysts may be responsible for budget or cost analysis.

Expected to gather, analyze, prepare, and summarize recommendations for financial plans, acquisition activity, trended future requirements, and operating forecasts.

Qualifications

Knowledge, Skills, and Abilities

Requires moderate skill set and proficiency in subject area.

Ability to conduct work assignments of increasing complexity under moderate supervision with some latitude for independent judgment.

Bachelor’s degree and 2-4 years of relevant experience.