Financial Reporting & FP&A Analyst

We are seeking an experienced Financial Reporting & FP&A Analyst to help develop accurate, reliable, and actionable financial reporting across our business. The ideal candidate has a strong background in financial analysis, particularly gross profit, margin reporting, revenue analysis, and reconciling data across multiple systems.

This person will play a key role in defining financial reporting requirements, establishing calculation logic, validating data accuracy, and identifying opportunities to streamline reporting processes.

You will also collaborate with an AI/Claude specialist to design and implement automated financial reporting workflows.

Our priority is finding someone with excellent financial analytical skills. Experience building reports or automations using AI tools such as Claude or ChatGPT is a significant plus, but not required.

Key Responsibilities:

Financial Reporting & Profitability Analysis

• Develop and maintain gross profit and margin reports by client, service line, and sales representative.
• Analyze revenue, direct costs, profitability, and financial performance across the business.
• Identify trends, discrepancies, and opportunities to improve profitability.
• Build reporting frameworks that provide management with clear, actionable financial insights.
• Define and document financial KPIs, reporting methodologies, and calculation logic.

Data Integration & Reconciliation

• Consolidate financial and operational data from multiple sources, including billing platforms, CRM systems, and commission tracking tools.
• Reconcile data across systems to ensure consistent and accurate financial reporting.
• Investigate discrepancies, identify root causes, and recommend corrective actions.
• Establish reliable data mapping and reconciliation processes.
• Create repeatable processes for validating financial reports against source data.

Reporting Development & Process Improvement

• Design and develop financial reports using advanced Excel, SQL, and other reporting tools.
• Build scalable reporting templates and dashboards.
• Document reporting requirements, data definitions, calculations, and business rules.
• Identify manual reporting activities that can be automated.
• Improve the accuracy, consistency, and efficiency of financial reporting.

Collaboration with AI & Automation Specialist

• Work closely with a Claude/AI specialist to determine which financial reports and workflows should be automated.
• Translate financial reporting requirements into clear functional specifications.
• Provide financial expertise and business logic to support AI-assisted reporting development.
• Test and validate automated reports to ensure calculations and outputs are accurate.
• Where possible, independently use AI tools to accelerate data analysis, report creation, and workflow automation.

Qualifications

• Proven experience in financial reporting, FP&A, financial analysis, or revenue analytics.
• Strong expertise in gross profit, gross margin, and profitability analysis .
• Experience reconciling financial data across multiple systems.
• Advanced Excel skills, including pivot tables, Power Query, complex formulas, and data manipulation.
• Working knowledge of SQL for extracting, joining, and analyzing data.
• Ability to define financial calculation logic and validate reports against underlying source data.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Ability to work independently, prioritize deliverables, and communicate findings clearly.
• Experience with Power BI, Tableau, or similar reporting platforms preferred.
• Hands-on experience using Claude, ChatGPT, or other AI tools for financial reporting and workflow automation.
• Experience with HubSpot or other CRM reporting systems.
• Previous experience supporting financial systems integration or reporting automation projects.

Schedule: 20 hours per week

Work Arrangement: Remote

Engagement: Part-time, with potential for ongoing collaboration

Compensation: Competitive, based on experience and qualifications