Financial Analyst – Entry Level at AffiniPay in Remote

Summary: 8am is a professional business platform that empowers client-focused professionals with innovative technology. The Financial Analyst will support the CFO and finance team with budgeting, forecasting, financial reporting, and analysis, offering hands-on exposure to financial planning and analysis. Responsibilities: - Assist Finance Department with development of financial forecasts and budgets - Engage in the annual planning process and on-going quarterly forecasts - Prepare and analyze monthly financial and operating reports including but not limited to monthly operating statements, forecasts, and budget data. Assist in the preparation of monthly forecasts, annual budgets, and long range plans - Assist in the development and production of monthly reports, providing regular updates on YTD, QTD and MTD performance to CFO - Analyze current and past trends in key performance indicators including all areas of revenue, expenses, and capital expenditures - Assist in development of quarterly reports that are distributed to 8am’s member benefit programs and integrated partners - Assist with the continued development of budgeting, financial forecasting, and operating plan - Support management team and department heads with analysis and reporting as needed - Provide financial analysis and reporting for recurring meetings related to projects and corporate financial performance - Increase productivity by developing automated applications and reports; coordinate information requirements - Develop financial models, conduct benchmarking and process analysis Required Qualifications: - Bachelor's degree in Economics, Finance, Accounting, or a related field, or expected graduation by May 2026 - Highest standards of accuracy and attention to detail in a dynamic, multitasking environment - Solid knowledge of general accounting and financial planning - Able to work independently - Advanced proficiency in Excel - Highly analytical, detail oriented and strong business sense; proven ability to manage new ideas and creative solutions and demonstrated experience managing such mechanisms to an end result - Extensive database experience as well as working with BI tools such as Tableau Required Skills: Financial forecasting, Budgeting, Financial analysis Important Skills: Excel, Database experience, BI tools Nice-to-Have Skills: Analytical skills, Independent work