Financial Analyst

We are looking for a Financial Analyst to support financial planning, reporting, and operational analysis for a financial services company. This long-term, fully remote, contract position is ideal for a highly organized individual who can translate financial data into meaningful business insights and help improve reporting accuracy across core accounting activities. The role will work with financial systems, reporting tools, and cross-functional stakeholders to strengthen budgeting, audit readiness, and overall financial decision-making. The ideal candidate will know Addepar and advanced Excel.

Responsibilities:

• Prepare recurring and ad hoc financial analyses to evaluate performance, identify trends, and support business planning decisions.
• Maintain and enhance reporting outputs using tools such as Crystal Reports and CRM-based data sources to provide timely, accurate financial information.
• Review accounting records and reconcile financial data to support accrual-based reporting and dependable month-end results.
• Partner with accounting and business teams to assist with budget development, variance analysis, and ongoing expense monitoring.
• Use data mining methods to examine large datasets, uncover irregularities, and highlight opportunities for improved financial control.
• Support audit activities by organizing documentation, validating figures, and helping ensure compliance with internal financial standards.
• Contribute to capital planning and cash-related analysis by evaluating financial impacts and preparing management-ready summaries.
• Assist with the administration and effective use of accounting software systems, including financial services platforms such as ADP, to improve reporting workflows.
• Demonstrated experience in a Financial Analyst role within accounting, finance, or financial services settings.
• Working knowledge of accounting software systems and the ability to navigate financial data across multiple platforms.
• Hands-on experience with Crystal Reports, CRM tools, and data analysis techniques used for financial reporting.
• Solid understanding of accounting operations, including accrual accounting, reconciliations, and core accounting functions.
• Experience supporting budgeting activities, variance reviews, and financial performance tracking.
• Familiarity with audit support processes and the ability to maintain accurate, well-organized financial documentation.
• Analytical skills strong enough to interpret complex datasets and present findings clearly to business stakeholders.