Position Title: Financial Analyst (LOCAL CANDIDATES ONLY(
Location: Indianapolis, IN area (client site)
Employment Type: Full-time
Experience Required: 2–5 years (typically 2–4 years in FP&A, financial analysis, or related role)
Education: Bachelor’s degree in Finance, Accounting, Economics, or related field
Position Summary
Our Indianapolis-area client seeks a Financial Analyst to support budgeting, forecasting, variance analysis, and management reporting. The role focuses on building financial models, analyzing actual vs. budget/forecast performance, and providing insights to business leaders. Ideal for someone strong in Excel/modeling who can translate data into actionable recommendations.
Key Responsibilities
Prepare and maintain monthly, quarterly, and annual budgets and forecasts.
Perform variance analysis (actual vs. budget/forecast/prior year) and prepare commentary on key drivers.
Build and maintain financial models for revenue, expenses, cash flow, and scenario analysis.
Prepare management reporting packages, dashboards, and presentations for leadership.
Analyze trends, margins, and KPIs; identify opportunities for improvement.
Support annual budgeting process by gathering inputs from business units and consolidating models.
Collaborate with accounting, operations, and department leaders to ensure data accuracy.
Assist with ad-hoc analysis, special projects, and board or executive reporting as needed.
Help improve reporting processes and automation where possible.
Required Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.
2–5 years of experience in financial analysis, FP&A, budgeting/forecasting, or related role.
Strong Excel skills (advanced formulas, pivot tables, modeling).
Experience with variance analysis and preparing management reports.
Strong analytical, problem-solving, and communication skills.
Ability to work with cross-functional teams and present findings clearly.
Preferred Qualifications
Experience with financial modeling and scenario analysis.
Exposure to ERP systems or data tools (e.g., NetSuite, SAP, Power BI, Tableau, Adaptive, or similar).
CPA, CMA, or progress toward certification.
Experience in the client’s industry.
Familiarity with budgeting software or advanced reporting tools.