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Financial Analyst (Power BI)

Swoon

Location

Country Walk, FL

Salary

Not specified

Type

fulltime

Posted

Today

via linkedin

Job Description

📍 Financial Analyst – Miami, FL (On-Site in Country Walk area of Miami)

Experience:

2–6 years in Finance/Accounting

Skills:

Advanced Excel (macros \& complex formulas), Power BI

We are seeking a detail-oriented and analytical

Financial Analyst

to join our Miami-based team. This role is fully in-person and plays a key part in driving financial strategy, forecasting, and operational decision-making across the organization.

Key Responsibilities

  • Analyze financial and operational data to identify trends, variances, and opportunities for improvement
  • Build, enhance, and maintain financial models that support strategic decision-making
  • Develop automated reporting and forecasting tools to improve efficiency and data accuracy
  • Evaluate historical and current financial performance to assess organizational health
  • Design and maintain budgeting tools to support new business segments
  • Research industry trends, market conditions, and competitor insights
  • Assess capital expenditures, asset depreciation, and return on investment
  • Partner with cross-functional teams to support business planning and performance tracking
  • Perform additional finance-related duties as needed

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or related field (

Master’s or CFA preferred

)

  • 2–6 years of experience in financial analysis, budgeting, or forecasting
  • Advanced Excel skills

, including macros and complex formulas

  • Power BI experience required
  • Strong communication skills, with the ability to translate financial data for non-financial stakeholders
  • Highly organized, self-directed, and comfortable handling multiple priorities in a fast-paced environment

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