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Financial Analyst - board reporting (remote)

Clearpath Nest Financial · Remote · part time

Clearpath Nest Financial is looking for a Financial Analyst. The job centres on board reporting for customer onboarding, and it would suit someone who likes steady, practical work. Teams collaborate across risk, service and technology. What you will do • Explain monthly variances in plain language for managers. • Build and update budgets and rolling forecasts with department leads. • Model the cost of customer onboarding and recommend where to save. • Prepare board and lender packs with clear charts. • Automate recurring reports so they take hours, not days. What we are looking for • Advanced Excel skills; SQL or BI experience helps. • Comfort presenting numbers to people who are not finance specialists. • Two to five years in financial analysis or a similar role. Nice to have • Experience with regulatory reports. • A relevant degree or certification. Working arrangement • Part-time, about 16 hours a week, mornings. • Remote-friendly, with an occasional day on site in Madison. • Applications are reviewed on a rolling basis.

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