Swooped · 6 hours ago

Financial Planning Analyst

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

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Responsibilities

Build, maintain, and enhance robust financial models and forecasts across various domains including revenue, cash flow, business valuations, and sales/productivity.

Analyze and interpret financial statements with proficiency in 3-statement flows, ensuring model hygiene and clean input/output processes.

Construct models from scratch, incorporating key financial levers and value driver relationships to support unique business cases and investment decisions.

Translate complex financial and technical data into clear, concise presentations for both high-level and non-technical stakeholders.

Prepare client/exec-ready reports and presentations that distill critical insights and model assumptions, supporting senior leadership in key decision-making.

Execute tight-timeline deliverables with attention to detail, working through iterative review cycles with agility and responsiveness.

Apply finance and modeling skills to process improvement initiatives, adapting analyses to enhance outcomes in diverse business scenarios.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial ModelingData AnalysisAdvanced ExcelDCF Valuation Models3-Statement AnalysisBudgetingForecastingGoogle SlidesAdaptive InsightsStripe

Required

Previous experience in investment banking.

Experienced in fast-paced, high-growth environments with the ability to adapt and apply core analytical skills across diverse situations.

Advanced Excel/spreadsheet expertise; proficiency with specialized financial systems and applications.

Demonstrated experience with DCF valuation models, 3-statement analysis, and forecasting; capable of designing tailored models for specific business needs.

Strong understanding of financial data, modeling hygiene, and key business levers.

Ability to effectively communicate complex financial analyses and insights to executive and non-technical audiences; proficiency in Google Slides and presentation preparation.