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About the Company and Opportunity of the Financial Analyst role :
Our client is a growing organization in the Plymouth area known for its strong leadership, data-driven culture, and commitment to continuous improvement.
This role offers broad exposure across finance and operations, supporting decision-making through analysis, reporting, and forecasting.
Employees appreciate the collaborative environment, visibility to leadership, and opportunities to contribute to strategic initiatives.
Key Responsibilities :
Prepare and analyze monthly financial statements, KPI dashboards, and variance reports.
Assist with budgeting and forecasting processes, including data consolidation and trend evaluation.
Partner with operations, accounting, and management teams to provide financial insights that support business decisions.
Develop and maintain financial models, cost analyses, and profitability reports.
Perform ad-hoc analysis, scenario modeling, and project-based financial support as requested.
Ensure accuracy and consistency of financial data within ERP systems and reporting tools.
Preferred Qualifications for the Financial Analyst role :
Bachelor’s degree in Finance, Accounting, Business, or related field.
2+ years of financial analysis, accounting, or corporate finance experience.
Strong Excel skills (pivot tables, VLOOKUPs, advanced formulas; Power BI a plus).
Ability to analyze large data sets and communicate insights clearly to non-financial stakeholders.
Detail-oriented, proactive, and comfortable working in a fast-paced environment.
ERP experience (SAP, NetSuite, JD Edwards, Dynamics, or similar) preferred.