Helic & Co.

Junior Financial Analyst

Posted: 9 hours ago

Job Description

This is a remote position.Overview We are seeking a motivated and detail-oriented Junior Financial Analyst to support financial reporting, budgeting, forecasting, and data-driven decision-making. This role is ideal for someone early in their finance career who enjoys analyzing numbers, solving problems, and working closely with cross-functional teams. Key Responsibilities Financial Reporting & Analysis Assist in preparing monthly, quarterly, and annual financial statements and reports Analyze income statements, balance sheets, and cash flow trends Track key financial KPIs and highlight variances or risks Support cost analysis, margin analysis, and profitability reviewsBudgeting & Forecasting Help develop budgets and rolling forecasts Support scenario modeling and strategic financial planning Maintain financial models used for forecasting and business planning Contribute to long-term financial outlook and variance explanationsData Management & Research Collect and validate financial data from internal systems and external sources Maintain spreadsheets, databases, and reporting dashboards Research industry trends, market performance, and competitive benchmarks Ensure data accuracy and consistency across all finance deliverablesCross-Functional Support Work with operations, sales, HR, and leadership teams on financial insights Support audit processes, compliance reviews, or internal controls Assist with procurement reviews, vendor cost analysis, or departmental spend tracking Provide ad hoc analysis to support decision-making and strategic initiatives Qualifications Education & Experience Bachelor’s degree in Finance, Accounting, Economics, Business, or related field 0–2 years of financial analysis, accounting, or FP&A experience (internships count)Technical Skills Strong Excel/Google Sheets skills (pivot tables, VLOOKUP/XLOOKUP, financial formulas) Basic understanding of accounting principles (GAAP/IFRS) Familiarity with financial modeling and forecasting Experience with BI tools or ERP systems is an asset Preferred Assets (Not required but beneficial) Experience with SQL or data querying Exposure to budgeting and variance analysis Understanding of valuation, cash flow modeling, or investment concepts Interest in pursuing CPA, CFA, or FMVA certifications Personal Attributes Analytical, logical thinker with strong attention to detail Excellent communication and presentation skills Organized, reliable, and able to handle multiple deadlines Curious and eager to grow in corporate finance or FP&A What This Role Offers Hands-on mentorship from senior finance professionals Exposure to FP&A cycles, strategic planning, and cross-functional projects Opportunities to strengthen modeling and analytical skills Clear growth pathways into Financial Analyst, FP&A Analyst, Finance Manager, or Senior Analyst roles

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