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Financial Analyst - budgeting and forecasting (remote)

Summit Beacon Financial Associates · Remote · contract

Summit Beacon Financial Associates provides savings, lending and payment services from Indianapolis. We are hiring a Financial Analyst to take on budgeting and forecasting. 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. • Explain monthly variances in plain language for managers. • Support pricing and investment decisions with careful analysis. • Prepare board and lender packs with clear charts. What we are looking for • Advanced Excel skills; SQL or BI experience helps. • Two to five years in financial analysis or a similar role. • Comfort presenting numbers to people who are not finance specialists. Nice to have • A relevant degree or certification. • Experience with payment disputes. Working arrangement • Contract for eight months, with clear deliverables from the first week. • Remote-friendly, with quarterly visits in Indianapolis. • We will tell you what to expect at each step of the hiring process.

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