Junior Financial Analyst

What is a day in the life of a Junior Financial Analyst?

• Assist in preparing and maintaining weekly cash reporting and short-term cash flow forecasts to support liquidity planning
• Support the sales commission process, including calculation, validation, and preparation of commission payments to sales personnel
• Assist with FP&A activities for the Sales and Marketing department, including budget tracking, forecasting, and variance analysis
• Compile and analyze financial and operational data to support routine and ad hoc reporting for business stakeholders

What will I need to thrive in this role?

• Bachelor’s degree in Finance, Accounting, or a related field, with 1–3 years of experience as a Financial Analyst
• Exposure to financial planning and forecasting tools such as NetSuite PBCS, Adaptive, OneStream, or similar systems
• Foundational financial modeling experience, including three-statement models and short-term cash flow forecasting
• Strong Excel skills and working knowledge of Microsoft Office, with an interest in learning advanced modeling and data analysis techniques
• Ability to work with large data sets to support financial reporting and analysis
• Strong communication and interpersonal skills, with the ability to work collaboratively in a fast-paced, team-oriented environment and comfortable interfacing with senior leadership

What does high performance look like?

• Confidently communicates insights and asks thoughtful questions, is comfortable interacting with senior leadership, and knows how to raise perspectives constructively and respectfully
• Analytical curiosity and learning mindset, willing to dig into data, and build foundational financial models while continuously improving technical and analytical skills
• Collaborative, team-first approach, supports peers, and contributes ideas without being combative or overly opinionated
• Actively seeks feedback, applies guidance quickly, demonstrates openness to new ideas and approaches, and shows consistent growth through learning and iteration

What is my potential for career growth?

• Take on increased ownership of forecasting, modeling, and executive-facing analysis for additional departments
• Expand into broader Finance roles with increased scope, strategic responsibility, and business partnership
• Develop specialization in FP&A, business-facing finance, or financial systems and analytics, with a path toward senior analyst or finance leadership roles

What does success look like in the first 30, 60, 90 days?

• First 30 days: Learn the business model, key metrics, and financial systems; observe team workflows, and focus on understanding expectations around communication, collaboration, and professionalism
• By 60 days: Take ownership of recurring analyses and reports, actively participate in team discussions by asking thoughtful questions and sharing insights, and support broader team related initiatives with increasing independence
• By 90 days: Independently deliver analysis that informs decision-making, confidently and constructively raise perspectives in senior leadership discussions, and be viewed as a trusted, coachable, and collaborative contributor to the finance team

What is the team like?

• You will work with the other FP&A team members and be supervised by the FP&A manager. You will also be mentored by the VP of Finance and meet with them on a regular basis to discuss your performance. This team is data driven and results oriented. You will collaborate regularly with members of your team to implement actionable solutions. Ideas and input are encouraged from all members.

Sounds great! What’s the company culture?

• Game Changers- A game changer is someone who looks at problems with an open mind and shares new ideas with team members, regularly reassesses existing plans and attaches a realistic timeline to goals, makes profitable, productive, and innovative contributions, and actively pursues improvements to Pattern’s processes and outcomes.
• Data Fanatics- A data fanatic is someone who recognizes problems and seeks to understand them through data, draws unbiased conclusions based on data that lead to actionable solutions, and continues to track the effects of the solutions using data.
• Partner Obsessed- An individual who is partner obsessed clearly explains the status of projects to partners and relies on constructive feedback, actively listens to partner’s expectations, and delivers results that exceed them, prioritizes the needs of your partners, and takes the time to create a personable experience for those interacting with Pattern.
• Team of Doers- Someone who is a part of a team of doers uplifts team members and recognizes their specific contributions, takes initiative to help in any circumstance, actively contributes to supporting improvements, and holds themselves accountable to the team as well as to partners.

What is the hiring process?

• Initial phone interview with Pattern’s talent acquisition team
• Video interview with a hiring manager
• Onsite interview with a panel of department leaders
• Professional reference checks
• Executive review
• Offer

How can I stand out as an applicant?

• Discuss professional accomplishments with specific data to quantify examples
• Provide insights on how you can add value and be the best addition to the team
• Focus on mentioning how you would be partner obsessed at Pattern
• Share experience on any side projects related to data and analytics