Financial Analyst

About the Role

As a Financial Analyst, you will be handling multiple financial reporting and analysis tasks concurrently. You will be responsible for reviewing commission reports, expense reports, and receipts, utilizing a basic P&L and financial understanding of revenue, reconciliation, and contribution margins. This role is essential to creating and maintaining advanced tracking systems and conditional formatting heavily within desktop Excel and PowerPoint.

Responsibilities

• Efficiently handle multiple financial reporting and data tasks simultaneously while prioritizing workload and managing time effectively to meet deadlines.

• Support, maintain, and optimize internal financial tracking systems and models to ensure smooth operations.

• Validate and review commission reports, expense reports, and receipts for accuracy, completeness, and consistency.

• Ability to quickly create advanced tracking systems and conditional formatting heavily within desktop Excel.

• Manage P&L-related data to ensure accurate tracking and reconciliation of revenue, contribution margins, and financial records across systems.

• Coordinate with team members to gather financial data and build PowerPoint presentations, ensuring alignment and clarity across departments.

Competencies and Qualifications

Must-Have

• 2–4 years of proven experience in financial administration, financial analysis, or a closely related role.

• Demonstrated expertise in accurately managing, reviewing, and processing commission reports, expense reports, and invoicing workflows.

• Prior experience collaborating with or working directly within a US-based organization.

• Advanced proficiency in Microsoft Excel, including the ability to build and maintain tracking systems using complex formulas and conditional formatting.

• Working knowledge of Monday.com or similar project management platforms to organize financial workflows and meet deadlines.

• Exceptional attention to detail, with a strict commitment to maintaining precise and accurate data entry and financial records.