What are the responsibilities and job description for the Financial Analyst (Power BI) position at Swoon?
📍 Financial Analyst – Miami, FL (On-Site in Country Walk area of Miami)
***Local candidates highly preferred**
****Citizen or Green Card only**
*
Experience: 2–6 years in Finance/Accounti
ngSkills: Must be able to develop reports/dashboards Power BI, Advanced Excel (macros & complex formulas)
,
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 organizati
on.
Key Responsibili
- tiesAnalyze financial and operational data to identify trends, variances, and opportunities for improve
- mentBuild, enhance, and maintain financial models that support strategic decision-ma
- kingDevelop automated reporting and forecasting tools to improve efficiency and data accu
- racyEvaluate historical and current financial performance to assess organizational he
- althDesign and maintain budgeting tools to support new business segm
- entsResearch industry trends, market conditions, and competitor insi
- ghtsAssess capital expenditures, asset depreciation, and return on invest
- mentPartner with cross-functional teams to support business planning and performance trac
- kingPerform additional finance-related duties as ne
eded
Qualifica
- tionsBachelor’s degree in Finance, Accounting, Economics, or related field (Master’s or CFA prefe
- rred)2–6 years of experience in financial analysis, budgeting, or foreca
- stingAdvanced Excel skills, including macros and complex for
- mulasPower BI experience req
- uiredStrong communication skills, with the ability to translate financial data for non-financial stakeho
- ldersHighly organized, self-directed, and comfortable handling multiple priorities in a fast-paced enviro