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Financial Analyst

Intellectt INC

West Chester, PA

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JOB DETAILS
SKILLS
Accounting, Accounting Close, Ad Hoc Financial Modeling, Analysis Skills, Budgeting, Business Analysis, Business Strategy, Business Support, Communication Skills, Cross-Functional, Data Analysis, Data Management, Data Quality, Data Sets, Decision Support, Detail Oriented, ERP (Enterprise Resource Planning), Finance, Financial Analysis, Financial Management, Financial Modeling, Financial Planning, Financial Planning and Analysis (FP&A), Financial Reporting, Financial Systems, Financial Trend Analysis, Forecasting, Leadership, Microsoft Excel, Multitasking, Operational Audit, Operational Expenditure (OPEX), Oracle Applications, Oracle ERP, Payroll Accounting, Performance Metrics, Pivot Tables, Power BI, Presentation/Verbal Skills, Process Improvement, Profit & Loss Analysis, Reconciliation, Reporting Dashboards, Risk Analysis, Time Management, Variance Analysis
LOCATION
West Chester, PA
POSTED
6 days ago
Financial Analyst

West Chester, PA (Onsite)
Schedule: Monday Friday | 8:00 AM 4:45 PM

Note: Must be able to work onsite at 1373 Enterprise Drive, West Chester, PA.

Position Overview

We are seeking a detail-oriented and analytical Financial Analyst to support financial planning, forecasting, reporting, and operational analysis for the business unit. This role will work closely with Operations, Division Leadership, and FP&A teams to deliver financial insights that support business performance and strategic decision-making.

The ideal candidate will have strong Excel and data analysis skills, experience managing large datasets, and the ability to clearly communicate financial results to leadership teams.

Key Responsibilities Financial Planning & Forecasting

  • Support monthly forecasting, annual budgeting, and long-range planning activities

  • Maintain daily, weekly, and monthly financial forecasts

  • Analyze Actual vs Forecast, Actual vs Budget, and Year-over-Year variances

  • Assist with labor and operational expense forecasting across multiple divisions

  • Monitor revenue trends and operational KPIs to identify risks and opportunities

Reporting & Financial Analysis

  • Prepare monthly financial reports and operating review packages for leadership

  • Develop and maintain recurring reports and dashboards

  • Analyze P&L performance across business units and divisions

  • Provide actionable financial insights and recommendations

  • Support ad hoc financial modeling and scenario analysis

Data Management & Systems

  • Manage and validate large datasets from operational and financial systems

  • Utilize Excel, Power Query, and reporting tools to improve reporting efficiency

  • Ensure financial data accuracy and integrity

  • Support month-end close activities and reconciliations

  • Work with ERP systems such as Oracle or similar platforms

Business Partnership

  • Partner with operational leaders to understand business drivers and financial impacts

  • Support decision-making through financial analysis and reporting

  • Collaborate cross-functionally with accounting, payroll, operations, and shared services teams

  • Identify opportunities for process improvements within FP&A functions

Qualifications

  • Bachelor's degree in Finance, Accounting, Business, or related field

  • Minimum 2 years of experience as a Financial Analyst

  • Strong Microsoft Excel skills including Pivot Tables, XLOOKUP, SUMIFS, and financial modeling

  • Experience working with large datasets and financial reporting

  • Strong analytical, organizational, and problem-solving skills

  • Excellent communication and presentation abilities

  • Ability to manage multiple priorities in a fast-paced environment

Preferred Qualifications

  • Experience with Power Query, Power BI, or similar reporting tools

  • Experience using Oracle or similar ERP systems

  • Experience supporting multi-division or multi-location organizations

  • Knowledge of budgeting, forecasting, and variance analysis

  • Experience creating executive-level dashboards and reporting packages

  • Understanding of operational finance and labor forecasting

Key Competencies

  • Financial Analysis

  • Forecasting & Budgeting

  • Data Analytics

  • Attention to Detail

  • Business Partnership

  • Process Improvement

  • Communication Skills

  • Time Management

Reporting Structure

  • Reports to: Director of FP&A / FP&E

  • Supports: Business Unit Leadership, Division Leaders, and Operations Teams

Employment Type: Long-term opportunity

About the Company

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Intellectt INC