Financial Analyst
Banyan Search is working with a well-established organization that needs a strong Financial Analyst to join their team. The candidate who thrives on insights, loves solving complex problems, and can translate data into decisions that matter will be most successful.
What you’ll do:
- Maintain and analyze financial data, including budgets, income statements, balance sheets, and cash flow, to support performance tracking.
- Build reports, dashboards, and analytics from ERP/CRM data (Salesforce, Power BI).
- Perform variance, scenario, and sensitivity analyses, support ad hoc analytical requests, and special projects.
- Improve and streamline financial processes, develop financial models, and evaluate complex business proposals and initiatives.
- Communicate insights effectively to leadership and cross-functional teams, driving data-informed decisions and collaboration across the organization.
What we’re looking for:
- Bachelor’s degree in Accounting, Finance, Business, or Economics
- 3–6 years of experience in financial analysis, reporting, or planning.
- Strong Excel and analytical skills; experience with large datasets, ERP systems, BI tools, and CRM (Salesforce preferred).
- Knowledge of operational accounting, financial reporting, and the sales cycle, including pricing/bid processes.
- Detail-oriented, proactive, team-focused, and able to manage multiple projects while building strong relationships across the organization.
This is a great opportunity for someone excited about using data to influence strategy and support a growing organization. If you’re analytical, collaborative, and eager to contribute, we’d love to connect.
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