Junior Financial Analyst

About the Role

The Junior Financial Analyst is a member of the Commercial & Sales Finance team, reporting to the Director of Commercial & Sales Finance. The role spans two functions, Commercial Finance and Sales Finance, supporting financial and sales reporting and analysis across Protos’ clients and service lines. This position is ideal for an analytical, detail-oriented finance professional with 0–2 years of relevant experience who is interested in developing a strong understanding of finance, sales, and business operations, with the goal of providing increasingly meaningful financial and sales insights.

Location: Norwalk, CT – (on-site/hybrid 3-4 days per week)

Key Responsibilities

Commercial Finance

• Prepare and maintain recurring biweekly and monthly reports and dashboards to monitor key performance indicators (KPIs) across clients and service lines.
• Assist in preparing monthly financial reporting packages, performance summaries, and supporting analyses for leadership and business reviews.
• Support monthly revenue forecasting and reforecasting processes.
• Perform actual versus forecast, budget, and prior-period variance analysis to identify material changes and key drivers of revenue and gross profit performance.
• Analyze client and service-line performance, identifying trends in revenue, margin, and business activity.

Sales Finance

• Prepare and maintain sales pipeline reporting, including the monthly consolidated pipeline file, tracking new opportunities, client wins and losses, conversion, and sales trends.
• Support sales reporting and analysis, including monthly business review materials and presentations for Sales leadership.
• Support opportunity approval reviews and client credit checks in partnership with Sales.

Shared Functions

• Collect, reconcile, and validate financial, sales, and operational data across reporting systems.
• Conduct ad hoc financial, sales, and operational analysis to support business initiatives.
• Collaborate with Sales, Operations, Accounting, and FP&A to gather and validate data, investigate performance trends, and support reporting and forecasting activities.
• Identify opportunities to streamline reporting processes, improve data quality, and automate recurring financial and sales analysis.

Requirements & Tech Stack

• Strong proficiency in Excel (formulas, lookups, pivot tables) and PowerPoint.
• Ability to leverage AI tools to assist with data analysis and improve efficiency.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 0–2 years of relevant experience in financial analysis, financial reporting, data analysis, business analytics, or a related discipline.
• Entry-level candidates with relevant internship, co-op, academic, or project experience in Finance, Accounting, or Analytics will be considered.
• Strong analytical and problem-solving skills.
• Understanding of fundamental financial concepts, including revenue, gross profit, margins, budgeting, forecasting, and variance analysis.
• Strong written and verbal communication skills.
• High level of attention to detail, organization, and accuracy.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Desire to learn and develop within a growing Finance organization.