The Junior Financial Analyst plays a key role on the Finance team, supporting capital planning, ROI analysis, operational efficiency, revenue growth, and profitability initiatives. This position is responsible for delivering timely financial reporting, maintaining visibility into key performance metrics, and supporting data-driven decision-making.

The analyst will prepare executive-level reports, develop dashboards, and provide insights that connect financial performance to business strategy. This role also contributes to budgeting and forecasting processes while partnering with stakeholders across the organization.

Key Responsibilities

Provide high-quality financial analysis to support long-term organizational growth
Analyze financial statements, operational metrics, and KPIs
Prepare monthly, quarterly, and ad hoc financial reports
Develop executive dashboards and ensure data accuracy and integrity
Support annual budgeting and periodic forecasting processes
Conduct market analysis and competitive intelligence research
Monitor financial performance and provide visibility into key metrics
Reconcile accounts, identify discrepancies, and recommend corrective actions
Identify opportunities for operational efficiencies and productivity improvements
Maintain and validate financial data across systems (accounting, planning, reporting tools)
Partner with business leaders to provide actionable financial insights
Communicate findings and recommendations clearly to management
Support automation of reporting and data extraction processes

Core Competencies

Problem Solving:Analyzes issues and develops effective solutions
Project Management:Plans, executes, and delivers projects on time
Strategic Thinking:Aligns financial insights with business goals
Planning & Organization:Prioritizes tasks and manages time efficiently
Innovation:Identifies improvements and drives creative solutions
Communication:Clearly conveys complex financial information, both verbally and in writing

Qualifications

Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
2+ years of experience in Financial Planning & Analysis (FP&A)
Experience with financial reporting, budgeting, and forecasting
Advanced proficiency in Microsoft Excel (pivot tables, lookups, nested formulas)
Strong PowerPoint and presentation skills
Excellent analytical, problem-solving, and critical-thinking abilities
Strong attention to detail and ability to manage multiple priorities
Effective communication skills, including presenting to senior leadership
Experience supporting multiple business units (preferred)
Ability to work in a fast-paced, dynamic environment

Why Join Our Support Center Team

Purpose-Driven Impact

Contribute to meaningful work that supports our field teams and helps deliver compassionate, high-quality experiences for families during life's most important moments.

Competitive Compensation & Comprehensive Benefits

Medical, dental, prescription, and vision coverage
Generous paid time off, including vacation, sick time, and holidays
401(k) with company match
Company-paid life insurance, short-term disability, and long-term disability

Collaborative & Inclusive Culture

Work alongside a mission-driven, collaborative team that values accountability, innovation, and respect--where diverse perspectives are encouraged and leadership is accessible.

Foundation Partners Group

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Junior Financial Analyst