Finance Analyst / Business Analyst

Key Responsibilities

Planning & Forecasting

• Build, maintain, and continuously improve financial forecasts covering revenue, expenses, headcount, and cash flow.

• Lead or support the annual budgeting process and periodic re-forecasts in partnership with department leaders.

• Analyze actual-vs.-budget and actual-vs.-forecast variances, identify drivers, and communicate findings to leadership and ownership.

• Monitor key business and financial metrics, flagging risks and opportunities as they emerge.

• Develop scenario models and sensitivity analyses to support strategic decisions (pricing, hiring, capital expenditures, new initiatives).

• Prepare monthly and quarterly financial packages, dashboards, and board- or ownership-level reporting.

Process Upgrades

• Analyze current business processes, workflows, and systems to identify inefficiencies, bottlenecks, and opportunities to eliminate manual work and control gaps.

• Lead or support process improvement initiatives from requirements gathering through implementation.

• Recommend and help implement systems, tools, or automation (e.g., ERP enhancements, planning software, reporting tools) to reduce manual effort and improve accuracy.

• Ensure process compliance with document retention requirements.

• Partner with the accounting/finance team to incorporate AI-driven solutions into their processes and upgrade technology skillsets.

• Document business requirements, process maps, and standard operating procedures (SOPs), including training team members.

• Partner cross-functionally with operations, sales, and other departments to ensure reported data is accurate and timely.

• Map current-state and future-state processes.

Accounting Support

• Assist with month-end and year-end close activities, including journal entries and account reconciliations.

• Support accounts payable/receivable and general ledger maintenance as needed.

• Help ensure financial records are accurate, complete, and maintained in accordance with company policy and GAAP.

• Assist with preparation for audits, tax filings, or lender/investor reporting requirements as applicable.

What You'll Need

• Bachelor's degree in Finance, Accounting, or Business Analytics.

• Prior internship experience in Finance or Accounting.

• Demonstrated experience building financial forecasts, budgets, and variance analyses.

• Working knowledge of core accounting principles (GAAP and IFRS) and hands-on experience with routine accounting transactions.

• Experience with data visualization or business intelligence tools (e.g., Power BI, Tableau).

• Prior experience in a role that combined operational/process analysis with financial responsibilities.

• Advanced Excel skills (financial modeling, complex formulas, pivot tables); experience with an ERP or accounting system (e.g., NetSuite, QuickBooks, Sage, Microsoft Dynamics).

• Strong analytical and problem-solving skills, with a track record of identifying and implementing process improvements.

• Excellent communication skills, with the ability to present financial information clearly to non-finance stakeholders.

• High level of accuracy, discretion, and comfort handling sensitive financial information in a privately held company.

Nice to Have

• Experience in a small or mid-sized private company or family-owned business environment.

• Familiarity with financial planning software (e.g., Adaptive Insights, Vena, Anaplan) or BI/reporting tools (e.g., Power BI, Tableau).

Compensation & Location

This role is based in Savage, MN, with a hybrid schedule of three days per week in office. Pay range: $68,000–$80,000 annually, depending on experience.