Finance and Data Analyst – Hybrid Position Available In Montgomery, Pennsylvania

Are you passionate about turning numbers into actionable insight? A dynamic investment management organization is looking for a Financial Reporting & Data Analyst to join their collaborative finance team. This is a high-visibility role ideal for someone who thrives on uncovering trends, interpreting financial data, and delivering critical insights that support strategic decisions.

What You’ll Be Doing:

Aggregate and analyze data from internal and external sources to assess financial health and performance. Build and enhance financial models that inform key business strategies. Collaborate cross-functionally to provide insights and context to financial data for use by leadership. Perform variance and trend analysis, identifying opportunities for operational improvements. Assist in the development of dashboards and reports to communicate data-driven stories. Support budgeting and forecasting activities through detailed comparative analysis. Participate in ongoing process improvements and reporting automation efforts. Engage in ad hoc reporting and special projects across finance and operations.

What You Bring:

Bachelor’s degree in Finance, Accounting, or a related discipline. 2+ years of experience in financial analysis or reporting, preferably within financial services or asset management. Solid understanding of financial statements and familiarity with FP&A best practices. Advanced Excel skills and experience with data visualization tools like Tableau or Power BI. Knowledge of Anaplan is a plus. Analytical mindset with a knack for solving complex problems using data. Ability to communicate technical insights to both technical and non-technical stakeholders. Organized, self-motivated, and comfortable working independently or in a team environment. CPA track or public accounting experience is considered a strong asset. Why Apply? Opportunity to work alongside seasoned finance professionals in a supportive, growth-oriented environment. Hybrid schedule with a mix of in-office collaboration and remote flexibility. Competitive compensation with potential performance-based incentives. Ongoing professional development and exposure to leadership initiatives. Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents:

Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future