Financial Analyst I
The Financial Analyst I role at Confidential Client is an entry-level position responsible for supporting budgeting, forecasting, financial analysis, and reporting for operational divisions. The analyst will assist in maintaining project portfolios, ensuring data accuracy, and preparing financial presentations for executive leadership and committees. This hybrid role requires strong analytical skills, attention to detail, and effective communication within a fast-paced team environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
This entry-level Financial Analyst role supports the Budget & Analysis function for Confidential Client. You will help develop forecasts and budgets, prepare financial reporting and presentations, maintain project portfolios, and support monthly close and journal entry activity. Work closely with division managers to develop forecasting methodologies and provide insight into variances and cost trends.
- Assist in preparation of monthly financial reporting used by executive leadership to monitor company and divisional performance
- Support budgeting and forecasting for operational expenditures for at least one operating division
- Prepare financial analysis and presentation materials for management, Finance Committee, Audit Committee and Board-level reviews
- Provide project financial data and maintain project portfolio funding records in SAP, ensuring data integrity and correct Authorization for Capital (AFC) documentation
- Analyze project postings and identify unusual or incorrect postings; recommend and assist with correcting journal entries
- Maintain and update desk procedures, pricing model documentation and internal controls for project systems and models
- Contribute to monthly general ledger close activities and prepare/enter journal entries as needed
Qualifications
- Bachelor of Science in Accounting, Finance, Business Administration or currently working toward degree
- Proficient with Microsoft Office Suite, especially Excel (reporting, formulas, data analysis)
- Strong attention to detail and ability to produce high-quality deliverables
- Effective verbal and written communication skills; able to work in a fast-paced, collaborative team environment
Preferred Qualifications
- Experience with SAP (especially CO and PS modules)
- Comfort with Excel pivot tables and advanced spreadsheet functions
- Familiarity with Hyperion Planning or similar planning tools
- Experience with quantitative and qualitative financial analysis
- 0–3 years relevant experience (or equivalent practical experience)
Work Arrangement & Employment Type
- Location: Audubon, PA (Hybrid work arrangement)
- Employment type: Full-time
- Estimated salary: $61,353 per year (estimated) — provided by source
Why Apply via Careertakes
Careertakes is a third-party recruiting platform that connects you to Confidential Client and other matched opportunities. Applying through Careertakes may give you access to additional roles aligned with your skills and career goals.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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