Job Overview – Financial Analyst
Compensation: $65,000 – $75,000/year + bonus
Location: Montgomery County, PA
Schedule: Monday to Friday (In-Office)
Atlantic Group is hiring a Financial Analyst in Montgomery County, PA for our client, supporting financial planning, analysis, budgeting, forecasting, and reporting within a financial services environment. This in-office role will analyze financial performance, perform variance analysis, develop financial models, and provide insights to support business planning and decision-making. The position also supports regulatory reporting, audit activities, and financial reporting in accordance with GAAP.
Responsibilities as the Financial Analyst:
- Financial Analysis: Analyze revenue, expenses, profitability, and financial performance to identify trends and support business decisions.
- Budgeting & Forecasting: Support annual budgets, forecasts, scenario planning, and other financial planning activities.
- Financial Reporting: Prepare monthly, quarterly, and annual financial reports and supporting analysis for management.
- Financial Modeling: Develop and maintain models to evaluate business initiatives, financial scenarios, and investment opportunities.
- Performance Reporting: Monitor key performance indicators, perform variance analysis, and communicate findings to finance and business teams.
- Compliance & Audit Support: Assist with GAAP reporting, regulatory requirements, audit requests, and internal financial controls.
Qualifications for the Financial Analyst:
- Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field is required.
- Experience: 2+ years of financial analysis or accounting experience is required, with insurance, mortgage, or financial services experience strongly preferred.
- Industry Knowledge: Knowledge of GAAP, SEC reporting, and financial services regulatory requirements is preferred.
- Technical Skills: Proficiency in Microsoft Excel and financial modeling is required, along with working knowledge of Microsoft Office and financial reporting tools.
- Skills & Attributes: Strong analytical, problem-solving, communication, and organizational skills with the ability to interpret financial data, develop actionable insights, and work effectively both independently and across teams.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.