As a part of the FP&A subfamily, the Financial Analyst is responsible for reviewing and analyzing past financial results, performing variance analysis, and updating trends and business forecasts to drive business decisions. The FP&A subfamily is responsible for creating financial forecasts, strategic forecasts, and short and long-term budget planning for individual departments and MeridianLink as a whole. The Financial Analysts will participate in the budgeting and strategic planning process by contributing to the building of financial models, analyzing financial trends, and establishing assumptions. The role will be responsible for running and enhancing reporting systems to facilitate the production of information, budgeting analysis, forecasting analysis, variance commentary, reporting and reviews, and project preparation.
Expected Duties:
Consolidate companywide reporting for historical and projected financial statements, metrics, and KPIs
Responsible for reviewing and analyzing reporting results
Manage source data queries and recommend improvements in support of financial objectives
Build models in Anaplan
Build and manage financial models for ad hoc analyses
Provide accurate and timely reports for performance monitoring
May be responsible for budget or cost analysis
Gather, analyze, prepare, and summarize recommendations for financial plans, acquisition activity, trended future requirements, and operating forecasts
Qualifications: Knowledge, Skills, and Abilities
Requires moderate skill set and proficiency in subject area
Ability to conduct work assignments of increasing complexity under moderate supervision with some latitude for independent judgment
Bachelor’s degree and 2-4 years of relevant experience
Skills Required
- Bachelor's degree
- 2-4 years of relevant FP&A or financial analysis experience
- Proficiency in financial modeling and variance analysis
- Experience building and managing models in Anaplan
- Experience with budgeting, strategic planning, and forecasting
- Ability to consolidate and review companywide financial reporting and KPIs
- Ability to manage source data queries and recommend reporting improvements
- Ability to produce timely reports, variance commentary, and ad hoc analyses
What We Do
Pioneering Technologies for Your Financial Institution Since 1998, we have been creating innovative technologies that transform the way financial institutions operate by solving complex problems with streamlined, user-friendly solutions. Our robust and secure technologies empower lenders and consumers to get reliable, accurate information every time, at any time. As well-established industry leaders, we continue to set the industry standard for web-based credit reporting and lending for financial institutions of every size.
