Financial Analyst / Investment Operations Analyst

Financial Analyst / Investment Operations Analyst

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Position Overview

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M2W, Inc. is seeking a detail-oriented and analytical Financial Analyst to join our growing team. This role is responsible for delivering financial support and insights that help the organization achieve both its short- and long-term goals. The Financial Analyst will focus on the preparation, analysis, and reporting of key financial and operational metrics, enabling data-driven decision-making across the company.

Working closely with leadership and cross-functional teams, the Financial Analyst will provide high-quality data, analysis, and strategic insights that support company-wide initiatives. The ideal candidate is self-motivated, highly organized, and thrives in a fast-paced environment while maintaining a strong commitment to accuracy, deadlines, and results.

This position reports directly to company leadership.

Responsibilities

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Monthly Financial Reporting

• Lead the monthly financial reporting process by coordinating with department leaders to gather, consolidate, and analyze financial data.
• Prepare management reports and dashboards to support executive decision-making.

Budgeting \& Forecasting

• Support the development of annual budgets, rolling forecasts, and long-term financial plans.
• Monitor spending and provide recommendations to improve financial performance.

Financial Analysis

• Conduct variance analyses comparing actual results against budgets and forecasts.
• Identify key business drivers, trends, risks, and opportunities.

Strategic Support

• Evaluate proposed business initiatives, operational changes, and growth opportunities to assess financial impact.
• Develop financial models and business cases to support strategic planning.

Performance Monitoring

• Analyze key performance indicators (KPIs) and operational metrics.
• Provide actionable insights to support business objectives and profitability.

Executive Reporting

• Create clear, concise, and impactful presentations for leadership.
• Communicate financial findings and recommendations to stakeholders.

Process Improvement

• Identify opportunities to improve financial reporting processes, automation, and operational efficiencies.
• Support system enhancements and data integrity initiatives.

Ad-Hoc Projects

• Perform special analyses and projects as assigned to support company growth and operational excellence.

Compensation

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Pay Range: $80,000 – $90,000 annually, based on experience, plus bonus potential.

Qualifications

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• Experience supporting annual budgeting, forecasting, and financial planning activities.
• Strong financial reporting, variance analysis, and analytical skills.
• Excellent written and verbal communication skills.
• Ability to present complex financial information in a clear and actionable manner.
• Strong problem-solving abilities and attention to detail.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience with ERP systems, financial planning tools, or business intelligence platforms is a plus.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Team-oriented mindset with a commitment to collaboration and continuous improvement.

Requirements

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• Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred.
• 1\+ years of relevant financial analysis, accounting, FP\&A, or related experience.
• Experience in marketing, event services, staffing, experiential marketing, or agency environments is a plus.

Work Environment

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This role is remote and requires:

• Reliable high-speed internet access (mobile hotspots are not acceptable).
• A dedicated, distraction-free home office environment.
• Ability to work extensively on a computer and communicate effectively with team members and leadership throughout the workday.

Authorization to Work

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Applicants must be authorized to work for any employer in the United States. M2W, Inc. is unable to sponsor or assume sponsorship of employment visas at this time.

About M2W, Inc.

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M2W, Inc. is a nationwide experiential marketing and brand engagement agency that helps leading brands connect with consumers through innovative field marketing, event activations, product sampling, brand ambassador programs, and strategic promotional campaigns. Our team is passionate about creating memorable experiences that drive results for our clients across the country.

Benefits

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• Competitive salary and bonus opportunities
• Medical, Dental, and Vision Insurance
• Paid Time Off and Company Holidays
• 401(k) Retirement Plan
• Professional Development Opportunities
• Remote Work Flexibility
• Collaborative and Entrepreneurial Culture

Equal Opportunity Employer

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M2W, Inc. is an Equal Opportunity Employer and values diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other protected characteristic under applicable law.

Employment is contingent upon successful completion of applicable background screening requirements.