Financial Analyst - budgeting and forecasting (Boston, MA)
Summit Beacon Financial Group · Boston, MA · contract
We are growing our team at Summit Beacon Financial Group and adding a Financial Analyst whose main responsibility will be budgeting and forecasting.
You would join a small organisation of about 12 people based in Boston.
What you will do
• Automate recurring reports so they take hours, not days.
• Explain monthly variances in plain language for managers.
• Prepare board and lender packs with clear charts.
• Model the cost of payment disputes and recommend where to save.
• Build and update budgets and rolling forecasts with department leads.
What we are looking for
• Two to five years in financial analysis or a similar role.
• Advanced Excel skills; SQL or BI experience helps.
• Comfort presenting numbers to people who are not finance specialists.
Nice to have
• Experience with customer onboarding.
• A relevant degree or certification.
Working arrangement
• Contract for six months, with a review at the end and a chance of extension.
• On site in Boston.
• Applications are reviewed on a rolling basis.
Log in to apply or save this job. Searching and viewing listings stays free.
Between jobs? WUUUH gives you a free ranked action plan, deadlines, and assistance matching with official links. Start free →