+1 (484) 326-1530

denk@wealthtlpg.com

3666 Torrey Pines Way

Sarasota, FL 34238

Mon–Sat: 8AM–5PM

Sun: Closed

Get a Quote
Mon–Sat: 8AM–5PM

Sun: Closed

+1 (484) 326-1530

denk@wealthtlpg.com

3666 Torrey Pines Way

Sarasota, FL 34238

Financial Analyst

Financial Analyst

We are seeking a detail-oriented Financial Analyst to join our finance team. You will be responsible for analyzing financial data, preparing reports, forecasting trends, and supporting strategic decision-making. This role requires strong analytical skills, accuracy, and the ability to present data in a clear and meaningful manner.

Qualifications

Strong knowledge of financial modeling and forecasting.
Advanced Excel and data analysis skills.
Experience preparing financial reports, cash-flow statements, and variance analysis.
Knowledge of accounting principles and financial regulations.
Ability to interpret complex data and provide actionable insights.
Bachelor’s degree in Finance, Accounting, Economics, or related field.
Experience with budgeting and financial planning tools is an advantage.

Responsibilities

Analyze financial performance, trends, and metrics across departments.
Prepare monthly, quarterly, and annual financial reports.
Support budgeting, forecasting, and long-term planning activities.
Identify financial risks, opportunities, and cost-saving recommendations.
Assist in preparing presentations for stakeholders and leadership teams.
Monitor KPIs and evaluate the impact of business decisions.
Collaborate with cross-functional teams to ensure data accuracy.

Are you interested in this position?