Financial Analyst (Power BI)
Swoon, Country Walk, FL, United States
Financial Analyst – Miami, FL (On-Site in Country Walk area of Miami)
Experience:
2–6 years in Finance/Accounting
We are seeking a detail-oriented and analytical
Financial Analyst
to join our Miami-based team. This role is fully in-person and plays a key part in driving financial strategy, forecasting, and operational decision-making across the organization.
Key Responsibilities
Analyze financial and operational data to identify trends, variances, and opportunities for improvement
Build, enhance, and maintain financial models that support strategic decision-making
Develop automated reporting and forecasting tools to improve efficiency and data accuracy
Evaluate historical and current financial performance to assess organizational health
Design and maintain budgeting tools to support new business segments
Research industry trends, market conditions, and competitor insights
Assess capital expenditures, asset depreciation, and return on investment
Partner with cross-functional teams to support business planning and performance tracking
Perform additional finance-related duties as needed
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field ( Master’s or CFA preferred )
2–6 years of experience in financial analysis, budgeting, or forecasting
Advanced Excel skills , including macros and complex formulas
Power BI experience required
Strong communication skills, with the ability to translate financial data for non-financial stakeholders
Highly organized, self-directed, and comfortable handling multiple priorities in a fast-paced environment
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Experience:
2–6 years in Finance/Accounting
We are seeking a detail-oriented and analytical
Financial Analyst
to join our Miami-based team. This role is fully in-person and plays a key part in driving financial strategy, forecasting, and operational decision-making across the organization.
Key Responsibilities
Analyze financial and operational data to identify trends, variances, and opportunities for improvement
Build, enhance, and maintain financial models that support strategic decision-making
Develop automated reporting and forecasting tools to improve efficiency and data accuracy
Evaluate historical and current financial performance to assess organizational health
Design and maintain budgeting tools to support new business segments
Research industry trends, market conditions, and competitor insights
Assess capital expenditures, asset depreciation, and return on investment
Partner with cross-functional teams to support business planning and performance tracking
Perform additional finance-related duties as needed
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field ( Master’s or CFA preferred )
2–6 years of experience in financial analysis, budgeting, or forecasting
Advanced Excel skills , including macros and complex formulas
Power BI experience required
Strong communication skills, with the ability to translate financial data for non-financial stakeholders
Highly organized, self-directed, and comfortable handling multiple priorities in a fast-paced environment
#J-18808-Ljbffr