Finance

Junior Financial Analyst

Looking to hire your next Junior Financial Analyst? Here’s a full job description template to use as a guide.

About Vintti

Vintti is a specialized staffing agency that believes diversity is the catalyst for innovation. We connect US-based SMBs, startups, and firms with exceptional talent from Latin America, fostering a rich tapestry of cultural perspectives within American businesses. Our unique position allows us to handpick professionals who not only possess the required skills but also bring fresh ideas and global insights to the table. Vintti's services go beyond filling positions; we enrich company cultures and expand business horizons on an international scale.

Description

A Junior Financial Analyst plays a crucial role in supporting the financial operations and decision-making processes within an organization. Typically working under the supervision of senior analysts, this position involves gathering, analyzing, and interpreting financial data to assist in preparing reports, forecasts, and financial models. Junior Financial Analysts help identify trends and assess financial performance, contributing to the development of strategies that enhance efficiency and profitability. This role requires a strong foundation in financial principles, attention to detail, and excellent analytical and communication skills. It serves as an entry point for those looking to build a career in finance.

Requirements

- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 1-2 years of experience in financial analysis, accounting, or a similar role
- Strong analytical and quantitative skills with attention to detail
- Proficiency in Microsoft Excel and financial modeling
- Familiarity with financial software and ERP systems (e.g., SAP, Oracle, QuickBooks)
- Knowledge of Generally Accepted Accounting Principles (GAAP) and financial regulations
- Excellent written and verbal communication skills
- Strong organizational and time management skills
- Ability to work independently as well as collaboratively in a team environment
- Problem-solving skills with the ability to identify issues and develop effective solutions
- Experience in preparing financial reports, statements, and dashboards
- Ability to interpret complex financial data and metrics
- Detail-oriented with a focus on accuracy and precision
- Ability to manage multiple tasks and deadlines in a fast-paced environment
- Commitment to maintaining confidentiality and ethical standards
- Eagerness to learn and adapt to new tools and technologies
- Understanding of budgeting, forecasting, and financial planning processes
- Basic knowledge of industry trends and economic principles
- CPA or CFA certification (preferred but not required)

Responsabilities

- Analyze and interpret financial data to create detailed financial reports
- Assist in the development and maintenance of budget and financial forecast models
- Perform variance analysis to determine causes of discrepancies in financial performance
- Support the implementation of financial planning, budgeting, and forecasting processes
- Prepare journal entries and account reconciliations for monthly, quarterly, and year-end closing
- Investigate and resolve discrepancies or irregularities in financial data
- Contribute to the preparation of financial statements and regulatory documents
- Work with various departments to gather and verify financial data for reporting purposes
- Maintain accurate financial information by updating internal databases and systems
- Track and report on KPIs, creating financial dashboards for management review
- Conduct ad-hoc financial analysis to support business decisions and special projects
- Ensure adherence to company policies, financial regulations, and industry standards
- Assist during audits by compiling documentation and addressing auditor queries
- Enhance financial reporting processes, systems, and tools to improve efficiency and accuracy
- Monitor and analyze industry trends and economic indicators to support financial planning efforts
- Present financial findings and insights clearly to both financial and non-financial stakeholders

Ideal Candidate

The ideal candidate for the Junior Financial Analyst role holds a Bachelor's degree in Finance, Accounting, Economics, or a related field and brings 1-2 years of experience in financial analysis or accounting. They possess strong analytical and quantitative skills, with a meticulous attention to detail, and are proficient in Microsoft Excel and financial modeling. Familiarity with financial software and ERP systems such as SAP, Oracle, or QuickBooks is essential, alongside a solid understanding of GAAP and financial regulations. This individual demonstrates excellent written and verbal communication skills, enabling them to convey complex financial information clearly to both financial and non-financial stakeholders. They are highly organized with exceptional time management skills, capable of managing multiple tasks and meeting deadlines within a fast-paced environment. A proactive, self-motivated attitude, coupled with a strong work ethic, drives their ability to work independently as well as collaboratively within a team. Their problem-solving skills and capacity for critical thinking allow them to identify issues and develop effective solutions efficiently. The ideal candidate also shows a commitment to maintaining confidentiality and ethical standards, with a proactive initiative in identifying opportunities for process improvement. They are technologically adept, keen on learning new tools and technologies, and display a resilient, positive attitude when handling dynamic situations. With a keen interest in financial markets, industry trends, and economic indicators, the candidate remains client-focused and dedicated to delivering high-quality work consistently.

On a typical day, you will...

- Analyze financial data and prepare reports to track financial performance and trends
- Assist in budgeting and forecasting processes by gathering relevant data and updating financial models
- Conduct variance analysis and identify key factors impacting financial results
- Support senior analysts in developing and implementing financial planning strategies
- Prepare month-end, quarter-end, and year-end closing activities, including journal entries and account reconciliations
- Research and evaluate financial information to identify discrepancies and potential areas for improvement
- Assist in the preparation of financial statements and regulatory filings
- Collaborate with various departments to obtain accurate and timely financial data
- Maintain and update internal financial databases and systems
- Track key performance indicators (KPIs) and prepare regular financial dashboards for management review
- Assist in ad-hoc financial analysis and special projects as needed
- Ensure compliance with company policies and financial regulations
- Provide support during audits by preparing necessary documentation and responding to auditor inquiries
- Develop and improve financial reporting processes and tools for efficiency
- Monitor industry trends and economic conditions to provide insights during financial planning
- Communicate findings and insights effectively to both financial and non-financial stakeholders

What we are looking for

- Analytical mindset with a strong attention to detail
- Proactive and self-motivated with a strong work ethic
- Effective communicator with excellent written and verbal skills
- Collaborative team player with strong interpersonal abilities
- Highly organized with exceptional time management skills
- Adept at problem-solving and critical thinking
- Quick learner who adapts to new tools and technologies rapidly
- Able to manage multiple tasks and meet deadlines under pressure
- Integrity and commitment to maintaining confidentiality
- Strong proficiency in financial modeling and data analysis
- Able to work both independently and as part of a team
- Enthusiastically embraces continuous learning and professional development
- Exhibits a logical and methodical approach to work
- Demonstrates proactive initiative in identifying opportunities for improvement
- Resilient and capable of handling a dynamic, fast-paced environment
- Maintains a positive attitude and a professional demeanor
- Keen interest in financial markets, industry trends, and economic indicators
- Client-focused with a dedication to providing high-quality work
- Technologically savvy with a curiosity for emerging financial tools
- Consistent attention to accuracy and detail in all tasks

What you can expect (benefits)

- Competitive salary range: $50,000 - $60,000 annually
- Comprehensive health, dental, and vision insurance
- 401(k) retirement plan with company matching
- Paid time off (PTO) and holidays
- Flexible work schedule options
- Opportunities for career development and advancement
- Professional development programs and continued education support
- Performance-based bonuses and incentives
- Wellness programs and gym membership discounts
- Employee assistance program (EAP) for mental health and well-being
- Friendly and collaborative work environment
- Regular team-building activities and social events
- On-site amenities such as a cafeteria and recreational spaces
- Remote work opportunities (as applicable)
- Mentorship and coaching from senior financial analysts

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