Financial Analyst

Position Overview:

Archwest Capital is seeking a highly analytical and results-driven Financial Analyst to join our team. This role is critical to driving financial performance, operational efficiency, and strategic decision-making across the organization. The Financial Analyst will play a central role in building and owning executive dashboards, KPI frameworks, and financial reporting infrastructure, while partnering closely with Accounting, Capital Markets, and senior leadership.

This position is ideal for a data-driven finance professional who can translate complex financial and operational data into clear, actionable insights.

Key Responsibilities

Strategic Planning & Financial Analysis

• Support the development and execution of financial planning, budgeting, and forecasting processes.
• Deliver forward-looking financial insights and recommendations to leadership.
• Support strategic initiatives, capital allocation, and investment projects to maximize enterprise value.
• Partner with Capital Markets and Accounting to align forecasting, reporting, and financial outcomes.

Dashboard Development & KPI Ownership (Core Function)

• Design, build, and maintain executive-level dashboards that monitor real-time financial and operational performance.
• Develop and own KPI frameworks, including definitions, tracking methodology, and performance thresholds.
• Automate reporting workflows to increase efficiency and improve data integrity.
• Establish scalable reporting infrastructure to support company growth.
• Continuously enhance visualization, clarity, and usability of financial data for leadership review.

Financial Analysis & Performance Management

• Monitor and analyze financial and operational KPIs to evaluate performance trends.
• Conduct scenario modeling, risk assessments, and financial modeling to support strategic decisions.
• Identify operational inefficiencies and opportunities for cost optimization.
• Support productivity and margin-improvement initiatives across the organization.

Budgeting, Forecasting & Executive Reporting

• Support preparation of annual budgets, long-range financial plans, and rolling forecasts.
• Prepare executive-level financial reports, presentations, and performance summaries.
• Ensure accuracy and consistency in reporting outputs.
• Implement best practices and automation tools to enhance FP&A agility.

Cross-Functional Collaboration

• Partner with Accounting to ensure financial integrity, reporting accuracy, and GAAP alignment.
• Collaborate with Capital Markets on debt strategies, liquidity planning, and portfolio analytics.
• Act as a financial advisor to internal stakeholders, providing data-backed operational guidance.

Core Competencies & Qualifications

• Advanced financial modeling, forecasting, and analytics capabilities.
• Proven experience designing dashboards and KPI frameworks.
• Strong GAAP and financial statement literacy.
• Exceptional communication and data presentation skills.
• Experience working alongside Accounting and Capital Markets functions.
• High proficiency in Excel and PowerPoint; experience with BI tools (Power BI, Tableau, Looker, etc.) preferred.
• Ability to manage priorities in fast-paced, deadline-driven environments.

Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred).
• 4 years of experience in FP&A, corporate finance, investment banking, consulting, or structured finance.

Accessibility

We are committed to creating an inclusive and accessible work environment. Reasonable accommodations will be provided to enable individuals with disabilities to perform the essential functions of this role.