V-283 - DATA ANALYST WITH FINANCIAL PLANNING EMPHAZIS

Cadex


We are seeking a detail-oriented and analytical Reporting Analyst to support our Financial Planning & Analysis (FP&A;) team within the financial services vertical. Key Responsibilities: - Develop, maintain, and automate financial and operational reports to support FP&A; processes including budgeting, forecasting, and variance analysis. - Collaborate with finance, accounting, and business units to collect, validate, and reconcile financial data. - Create dashboards and reporting tools to provide actionable insights into revenue, expenses, cash flow, and key performance indicators (KPIs). - Support monthly, quarterly, and annual financial close processes by preparing FP&A; reports and analyses. - Analyze financial results vs. budgets and forecasts, identifying trends, risks, and opportunities. - Assist with regulatory and compliance reporting specific to financial services (e.g., SEC filings, FINRA, SOX controls). - Work closely with data teams to improve data quality, reporting automation, and financial data governance. - Communicate financial insights clearly to senior management and business stakeholders.

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