Financial Analyst

The Financial Analyst position at Consumer Directed Choices emphasizes turning data into actionable insights to support budgeting, forecasts, and scenario planning.

Responsibilities

• Lead the annual budgeting cycle, providing the underlying rationale and performing budget variance analysis using statistical methods, multi-year forecasting models, and data.
• Collaborate with stakeholders to gather inputs, analyze financial data, and develop realistic budgets.
• Assess and plan departmental budgets, delivering actionable analyses to managers.
• Regularly monitor and update forecasts to align with business goals and market conditions.
• Conduct budget-to-actual variance analyses to inform realistic budgeting and keep senior leadership updated.
• Oversee forecasting, long-term planning, implementation, and strategic analysis.
• Build and maintain comprehensive forecast models using P&L, balance sheet, and cash flow information to support strategic planning and day-to-day decisions.
• Perform financial analysis, modeling, and forecasting, and communicate results to support efficient financial operations.
• Review analysis outputs and propose investment, sourcing, and cost-reduction recommendations.
• Mine data to develop KPIs and apply them in financial models, forecasting, and scenario analysis.
• Gather data and monitor fiscal performance through internal systems and spreadsheets, presenting visuals for internal and external use including committee and board meetings.

Requirements

• A bachelor's degree in Finance, Business Administration, Computer Science, Statistics, or a related field.
• At least three years of financial analysis experience.
• SQL experience is highly preferred.

Technologies

• SQL

Benefits

• Medical, dental and vision insurance
• Sick, Vacation, and Personal time
• 10 Paid holidays plus 2 floating holidays
• 401(k)
• Casual Dress Code
• Flexible spending account
• Health insurance
• Dental insurance
• Vision insurance
• Paid time off