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Financial Analyst - board reporting (remote)

Greenridge Meadow Financial · Remote · part time

We are growing our team at Greenridge Meadow Financial and adding a Financial Analyst whose main responsibility will be board reporting. You would work closely with colleagues in operations, support and management. What you will do • Build and update budgets and rolling forecasts with department leads. • Automate recurring reports so they take hours, not days. • Support pricing and investment decisions with careful analysis. • Prepare board and lender packs with clear charts. • Model the cost of account servicing and recommend where to save. 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 customer onboarding. • A relevant degree or certification. Working arrangement • Part-time, about 20 hours a week, mornings. • Fully remote, with an occasional day on site in Richmond. • We will tell you what to expect at each step of the hiring process.

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