Note: The job is a remote job and is open to candidates in USA. Foundation Partners Group is dedicated to providing meaningful goodbyes for families during their most vulnerable moments. The Financial Analyst will support operational efficiency, revenue growth, and profitability initiatives by delivering financial reporting, developing dashboards, and providing insights that connect financial performance to business strategy.
Responsibilities
- Provide high-quality financial analysis to support long-term organizational growth
- Analyze financial statements, operational metrics, and KPIs
- Prepare monthly, quarterly, and ad hoc financial reports
- Develop executive dashboards and ensure data accuracy and integrity
- Support annual budgeting and periodic forecasting processes
- Conduct market analysis and competitive intelligence research
- Monitor financial performance and provide visibility into key metrics
- Identify opportunities for operational efficiencies and productivity improvements
- Maintain and validate financial data across systems (accounting, planning, reporting tools)
- Partner with business leaders to provide actionable financial insights
- Communicate findings and recommendations clearly to management
- Support automation of reporting and data extraction processes
Skills
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 1 - 2 years of experience in Financial Planning & Analysis (FP&A)
- Experience with financial reporting, budgeting, and forecasting
- Advanced proficiency in Microsoft Excel (pivot tables, lookups, nested formulas)
- Strong PowerPoint and presentation skills
- Excellent analytical, problem-solving, and critical-thinking abilities
- Strong attention to detail and ability to manage multiple priorities
- Effective communication skills, including presenting to senior leadership
- Ability to work in a fast-paced, dynamic environment
- Experience with Adaptive, Workday & Office Connect
- Experience supporting multiple business units
Benefits
- Medical, dental, prescription, and vision coverage
- Generous paid time off, including vacation, sick time, and holidays
- 401(k) with company match
- Company-paid life insurance, short-term disability, and long-term disability
Company Overview
Foundation Partners Group is a portfolio company that owns and operates funeral homes and cemeteries. It was founded in 2010, and is headquartered in Orlando, Florida, USA, with a workforce of 1001-5000 employees. Its website is http://www.foundationpartners.com.