Financial Analyst - Part-Time

Remote Full-time
About the position

As a Financial Analyst, you will play a crucial role in gathering and analyzing financial information to conduct quantitative analyses that affect investment programs for both public and private institutions. You will be responsible for analyzing and communicating financial data to assist clients in making informed investment decisions.

Responsibilities
• Assemble spreadsheets and create charts and graphs to illustrate technical reports.
• Analyze financial information to produce forecasts of business, industry, and economic conditions for use in investment decisions.
• Interpret data affecting investment programs, such as price, yield stability, and future trends in investment risks.

Requirements
• 4+ years of experience in financial analysis, finance, and data analysis.
• Advanced Excel experience and familiarity with Power BI, Power Query, or other analytics tools.
• Aptitude for automation, data transformation, and process simplification, ideally with exposure to AI-assisted tools.
• Strong business partnering skills and ability to translate data and numbers into clear narratives.
• Verbal and written communication skills, attention to detail, and critical thinking.
• Ability to work independently and manage time effectively.
• Knowledge of economic and accounting principles, financial markets, and reporting of financial data.
• Experience with Microsoft Word, Excel, and PowerPoint, and other related financial software.

Benefits
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

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