Job Description
Job DescriptionDescription:
Position Overview
The Financial Analyst will play a critical role in supporting business operations through financial reporting, data analysis, and coordination with internal teams and external partners. This role requires strong analytical skills, attention to detail, and the ability to manage multiple projects across accounting, reporting, and partner support. The Financial Analyst will collaborate closely with the Accounting, Business Development, and Leadership teams to ensure accurate reporting, streamlined processes, and actionable financial insights.
Key Responsibilities
Financial Reporting & Analysis
- Prepare, refresh, and publish financial reports, including weekly revenue summaries and monthly reporting packages for senior leadership.
- Develop and maintain Power BI dashboards and financial models, ensuring data accuracy and consistency across systems (PBI, NetSuite, Microsoft Access, Excel).
- Create and update financial slides in PowerPoint presentations for senior leadership, integrating data from multiple sources for executive and partner review.
- Perform variance analysis, trend identification, and scenario modeling to support business decision-making.
Training Partner Accounting Support
- Assist in processing Training Partner (TP) quotes, imports, and purchase orders in NetSuite and related systems.
- Maintain and update the tracking of quotes, POs, credit memos, and special pricing arrangements, ensuring accuracy and compliance with internal policies.
- Support credit management activities, including monitoring credit stop status and communicating with partners and the Australia business team.
- Assist in responding to accounting- and pricing-related partner inquiries, ensuring timely and accurate resolutions.
Business Partner Support
- Prepare and distribute quarterly and monthly reports for strategic partners.
- Manage partner-related financial tracking, including student survey data, incentive tracking, and discount programs.
Cross-Functional Collaboration
- Work with Business Development and regional teams to ensure alignment of financial reporting, pricing, and credit policies.
- Support leadership with ad hoc analysis, financial models, and reporting packages to guide strategy and performance monitoring.
- Serve as a key contact for financial data integrity and process improvement initiatives.
Requirements:
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- 2–5 years of experience in financial analysis, accounting support, or reporting roles.
- Strong technical skills with Excel, Power BI, and financial systems (NetSuite, SAP/Ariba preferred).
- Familiarity with financial reporting processes, credit management, and incentive programs.
- Excellent communication skills with ability to summarize complex data for diverse audiences.
- Strong organizational skills with the ability to manage multiple priorities and deadlines.
Key Competencies
- Analytical Thinking – Ability to interpret data, identify trends, and make recommendations.
- Attention to Detail – Ensures accuracy in financial reporting and transaction support.
- Collaboration – Works effectively across functions and with external partners.
- Problem Solving – Anticipates challenges and develops creative, compliant solutions.
- Adaptability – Thrives in a dynamic, multi-tasking environment.