Financial Analyst

Norwalk, CT

The Financial Analyst provides critical support and guidance to the Finance, Account Management and Marketing teams on strategic business decisions that drive customer sales and retention.



  • Monthly preparation of actual retention rates, rolling forecasts and variance explanations for review by senior management.
  • Perform financial forecasting and reconciliation of actual versus budget for the total business.
  • Review reports on historical trends and recommend appropriate actions that will drive business decisions.
  • Prepare and improve the quality of analysis for executive level reporting.
  • Provide statistical analysis on various cancel and retention reports.



  • Bachelor of Science degree in Finance, Accounting, Economics or Statistics
  • Minimum of 4 years of relevant financial planning, reporting and analysis experience
  • Advanced Microsoft Excel and Access skills
  • MBA strongly preferred
  • Strong analytical, verbal and written communication and interpersonal skills
  • Very comfortable working with large datasets
  • Must set high standards of performance for one’s self, strive for distinction in all tasks and exhibit sense of pride in work product


Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion

Date Posted 7/13/2017
Salary $50,000-$70,000

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