Financial Analyst

Banyan Search is working with a well-established organization that needs a strong Financial Analyst to join their team. The candidate who thrives on insights, loves solving complex problems, and can translate data into decisions that matter will be most successful.

• Maintain and analyze financial data, including budgets, income statements, balance sheets, and cash flow, to support performance tracking.
• Build reports, dashboards, and analytics from ERP/CRM data (Salesforce, Power BI).
• Perform variance, scenario, and sensitivity analyses, support ad hoc analytical requests, and special projects.
• Improve and streamline financial processes, develop financial models, and evaluate complex business proposals and initiatives.
• Communicate insights effectively to leadership and cross-functional teams, driving data-informed decisions and collaboration across the organization.

• Bachelor’s degree in Accounting, Finance, Business, or Economics
• 3–6 years of experience in financial analysis, reporting, or planning.
• Strong Excel and analytical skills; experience with large datasets, ERP systems, BI tools, and CRM (Salesforce preferred).
• Knowledge of operational accounting, financial reporting, and the sales cycle, including pricing/bid processes.
• Detail-oriented, proactive, team-focused, and able to manage multiple projects while building strong relationships across the organization.

This is a great opportunity for someone excited about using data to influence strategy and support a growing organization. If you’re analytical, collaborative, and eager to contribute, we’d love to connect.

Apply today or learn more at