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MetaSource logo
MetaSource

Realize Your True Business Potential. Integrate, Streamline & Automate Your Way to Breakthrough Growth.

Financial Analyst

Financial Planning and AnalysisFinancial Planning and AnalysisOtherRemoteJuniorTeam 501-1,000H1B No SponsorCompany SiteLinkedIn

Location

Utah

Posted

87 days ago

Salary

$70K - $85K / year

Seniority

Junior

Bachelor Degree1 yr expEnglishERP

Job Description

Financial Analyst

MetaSource

• Own P&L forecasting, monthly revenue projections, and variance analysis specifically for the Mortgage Business Unit. • Build and own dynamic financial models from scratch to project revenue, forecast capacity, and analyze margin impacts. • Provide targeted month-end close execution for the BPM business unit. • Execute core month-end financial tasks, including complex cost allocations, journal entry validations, and detailed report analysis across your assigned business units. • Collaborate directly with department heads to update actuals and build precise projections for revenue, expenses, and capital investments. • Support weekly revenue flash calls by delivering accurate financial data, identifying margin anomalies, and providing actionable business context. • Drive targeted improvement initiatives to streamline FP&A processes and enhance departmental reporting functionality when not engaged in recurring monthly tasks.

Job Requirements

  • Bachelor's degree in Accounting or Finance
  • 1 to 3 years of rigorous experience in public accounting (audit), PE-backed FP&A, restructuring, or fast-paced corporate finance.
  • Advanced Microsoft Excel skills.
  • Deep understanding of accounting principles, journal entries, and the mechanics of the three financial statements.
  • Ability to navigate and extract data from BI platforms like Qlik.
  • Experience with NetSuite ERP is a strong advantage.

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