Financial Analyst (LOCAL ONLY)

Position Title: Financial Analyst (LOCAL CANDIDATES ONLY(
Location: Indianapolis, IN area (client site)
Employment Type: Full-time
Experience Required: 2–5 years (typically 2–4 years in FP&A, financial analysis, or related role)
Education: Bachelor’s degree in Finance, Accounting, Economics, or related field

Position Summary

Our Indianapolis-area client seeks a Financial Analyst to support budgeting, forecasting, variance analysis, and management reporting. The role focuses on building financial models, analyzing actual vs. budget/forecast performance, and providing insights to business leaders. Ideal for someone strong in Excel/modeling who can translate data into actionable recommendations.

Key Responsibilities

• Prepare and maintain monthly, quarterly, and annual budgets and forecasts.

• Perform variance analysis (actual vs. budget/forecast/prior year) and prepare commentary on key drivers.

• Build and maintain financial models for revenue, expenses, cash flow, and scenario analysis.

• Prepare management reporting packages, dashboards, and presentations for leadership.

• Analyze trends, margins, and KPIs; identify opportunities for improvement.

• Support annual budgeting process by gathering inputs from business units and consolidating models.

• Collaborate with accounting, operations, and department leaders to ensure data accuracy.

• Assist with ad-hoc analysis, special projects, and board or executive reporting as needed.

• Help improve reporting processes and automation where possible.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.

• 2–5 years of experience in financial analysis, FP&A, budgeting/forecasting, or related role.

• Strong Excel skills (advanced formulas, pivot tables, modeling).

• Experience with variance analysis and preparing management reports.

• Strong analytical, problem-solving, and communication skills.

• Ability to work with cross-functional teams and present findings clearly.

Preferred Qualifications

• Experience with financial modeling and scenario analysis.

• Exposure to ERP systems or data tools (e.g., NetSuite, SAP, Power BI, Tableau, Adaptive, or similar).

• CPA, CMA, or progress toward certification.

• Experience in the client’s industry.

• Familiarity with budgeting software or advanced reporting tools.