Financial Analyst

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 700,000 clients on their path to a brighter future.

While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.

About the Role

The Financial Analyst will be responsible for performing analysis and using SQL to source data, develop and update financial documents, and report KPI metrics. The ideal candidate will have a strategic mindset and will quickly build a holistic understanding of the business. In this role there is a specific focus on Business Analyst related skills such as SQL, dataset manipulation, effective use of Excel / pivot tables, and performance reporting. As time allows, they may assist in other team initiatives and projects spanning data management, external party reporting, and financial modeling.

What You'll Do

• Performance reporting to managers and executives
• Conduct insightful analyses on major trends, challenges and opportunities and create clear and effective visualizations
• Develop a thorough understanding of every aspect of running the business
• Consider end-to-end processes dependencies and advise on the effects of changes
• Resolve issues and push through obstacles by being resourceful and self-directed
• Actively participate in and influence discussions around reporting requirements, data needs, and financial models
• Consistently deliver high-quality data for members within the team
• Follow, maintain and improve all documentation for projects, analyses and reports
• Provide subject matter expertise for multiple projects concurrently through all phases of the development lifecycle
• Exercise flexibility in handling multiple tasks in this fast-paced FinTech/Start-up environment

What We Look For

• Bachelor's degree in Economics, Engineering or other fields that focus on critical problem solving through quantitative methods
• 0 - 2+ years of work experience in an analytical organization; 1+ years of experience working with joining data together, interrogating and vetting the data
• Sound understanding of best practices and methodologies; experience with relational structures, structured query language (SQL), data warehouse, and reporting techniques
• Experience as a financial/business analyst, in a dynamic business environment, with demonstrated reporting, analytical, and database experience
• Self-motivated and managed, exceptional follow-through
• Solid problem-solving skills and a strong analytical thought process
• Excellent oral and written communication skills and superior customer service record
• Proven track record in taking ownership to deliver results within a fast-paced environment
• High standards of accuracy and precision; strong attention to detail; highly organized.

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Why Join Us?

While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:

• Considerable employer contributions for health, dental, and vision programs
• Generous PTO, paid holidays, and paid parental leave
• 401(k) matching program
• Merit advancement opportunities
• Career development & training

And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.

Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions.  No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team.  No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.