What are the responsibilities and job description for the Financial Analyst (Power BI) position at Swoon?
📍 Financial Analyst – Miami, FL (On-Site)
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