Financial Analyst

Reposted Yesterday
Appleton, WI
In-Office
Entry level
eCommerce • Healthtech • Information Technology • Software • Cybersecurity
The Role
The Financial Analyst I supports financial planning and analysis tasks, assists in report preparation, conducts basic analysis, and collaborates with departments.
Summary Generated by Built In
POSITION SUMMARYThe Financial Analyst I is an entry-level position responsible for performing routine financial planning and analysis tasks. This role requires guidance and direction from senior team members and focuses on completing specific tasks to support the financial health and strategic goals of the organization.

JOB RESPONSIBILITIES

Essential Job Responsibilities:

  • Assist in the preparation of monthly, quarterly, and annual financial reports.
  • Conduct basic financial analysis to support budgeting and forecasting activities.
  • Compile and analyze data to identify trends and variances.
  • Support the development of financial models and projections.
  • Assist in the preparation of presentations for senior management.
  • Collaborate with various departments to gather necessary financial information.
  • Ensure accuracy and completeness of financial data.

Additional Job Responsibilities:

  • Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit
  • Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization
  • Continuously learn and develop self professionally
  • Support corporate efforts for safety, government compliance, and all other company policies & procedures
  • Perform other related duties as required and assigned

QUALIFICATIONS

Required:

  • Bachelor’s degree in Accounting, Finance, or a related field.

  • 0-2 years of entry level experience

  • Strong attention to detail and accuracy.

  • Basic understanding of accounting principles and financial reporting.

  • Proficiency in Microsoft Excel and other financial software.

  • Good organizational and time management skills.

  • Ability to work independently and as part of a team.

Preferred:

  • Experience in, or desire to learn, SQL/Python/R

  • Experience in, or desire to learn, Microsoft Fabric (Power BI)

DIVISION:

Corporate

U.S. Venture requires that a team member have and maintain authorization to work in the country in which the role is based. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency unless based on business need. 

U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture.

U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at (920) 739-6101.

Top Skills

Financial Software
Excel
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The Company
HQ: Menlo Park, CA
47 Employees
Year Founded: 1981

What We Do

U.S. Venture Partners (USVP) is a leading Silicon valley-based venture capital firm, helping entrepreneurs build world-class companies since 1981. U.S. Venture Partners (USVP), is a venture capital investment firm headquartered in Menlo Park, California in the heart of Silicon Valley focusing on investments in an array of segments including enterprise software, cyber security, consumer, e-commerce, healthcare, and IT-enabled healthcare services.

Since its inception USVP has invested $3.9 billion in over 498 companies across a broad range of industries, of which 89 have completed an initial public offering.

The firm is currently investing out of its twelfth fund, USVP XII. The USVP team foundation is grounded in four generations of high-technology venture investing and are accomplished venture investors, former CEOs, senior executives and technology company founders that committed to taking an exemplary firm into the 21st century. USVP personnel make up and the firms heritage combine to make us part of the company building process. In many situations the USVP board partner is the first call the entrepreneur makes when faced with strategic decisions, daily challenges and personal support, knowing that we will be there to provide the counsel needed, which is grounded in decades of experience and understanding of our role as coaches and confidantes.

The investment team is composed of Casey Tansey, Steve Krausz, Jonathan Root, Rick Lewis, Jacques Benkoski, and Dafina Toncheva. USVP has invested in many world-changing companies, including: Box, Castlight Health, Check Point Software, Concur, GoPro, Guidewire Software, HotelTonight, Imperva, InsideSales.com, Intersect ENT, Omada Health, OncoMed, SanDisk, Sun Microsystems, Threatmetrix, Trunk Club, Trusteer, Yammer, and Zerto. Visit our website for a complete list of investments, portfolio company news and more information on our firm: www.usvp.com. Like us on Facebook and visit us on Twitter: @USVP_

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Financial Analyst

eCommerce • Healthtech • Information Technology • Software • Cybersecurity
In-Office
Appleton, WI, USA
47 Employees

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