[Remote] Financial Analyst

Note: The job is a remote job and is open to candidates in USA. Foundation Partners Group is dedicated to helping families create meaningful goodbyes during their most vulnerable moments. The Financial Analyst will support the Finance team in capital planning, operational efficiency, and revenue growth by delivering financial reporting and insights that connect financial performance to business strategy.

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

Skills

• 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
• Ability to work in a fast-paced, dynamic environment
• Experience supporting multiple business units

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

Company Overview