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MarginEdge

Financial Analyst

MarginEdge

. Maintain and improve the company-wide financial model .

Posted 10/20/2026full-timeArlington • Virginia • United StatesJuniorMid-Level💰 $80,000 - $90,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates advanced financial modeling and analysis capabilities, utilizing AI tools for scenario analysis and variance commentary. Proficient in Excel and PowerPoint, with a strong focus on data accuracy and compliance reporting.

Highest-signal resume keywords
Financial Planning And AnalysisAdvanced Excel ProficiencyFinancial Modeling SkillsPowerPoint SkillsAI Tools Utilization

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial ModelingVariance AnalysisData InterpretationForecastingReconciliationsCompliance ReportingTrend AnalysisAd Hoc AnalysisAutomation Of Accounting OperationsScenario Analysis
Soft Skills
Attention To DetailTime ManagementOrganizational AbilityStrong Work EthicDesire To Exceed Expectations
Tools & Technologies
AI ToolsExcelPowerPointFinancial DatabasesAccounting Systems
Industry Keywords
Financial Due DiligenceCapital RaisesM&A TransactionsBoard ReportingFinancial Statements

About the role

Key responsibilities & impact
  • Maintain and improve the company-wide financial model
  • Produce up-to-date income statement, balance sheet, and cash flow projections
  • Use AI tools such as Claude, ChatGPT, and Copilot in Excel for model building, scenario analysis, and variance commentary drafts
  • Identify trends in financial performance and recommend improvements
  • Report and analyze monthly results for executives, department heads, and investors
  • Track actuals against plan and write variance analyses
  • Prepare monthly board reporting and financial slides for quarterly board meetings
  • Support financial due diligence for capital raises and M&A transactions
  • Build models from scratch and adapt existing models to support business decisions
  • Handle ad hoc analysis and projects
  • Identify and automate manual, repetitive steps in reporting, forecasting, and close using AI assistants, scripts, or workflow tools
  • Build reusable prompts, templates, and lightweight tools for the Finance team
  • Help establish AI guardrails for data accuracy, review steps, and confidential information protection
  • Stay current on AI capabilities and pilot useful tools
  • Analyze growth, costs, user metrics, and market trends
  • Identify risks and opportunities and make actionable recommendations
  • Assist with month-end close, reconciliations, and compliance reporting
  • Automate accounting operations where possible

Requirements

What you’ll need
  • 2-3 Years of experience in financial planning and analysis, accounting or a closely related function
  • Bachelor’s degree in finance, accounting, statistics, economics, or business administration
  • Advanced proficiency in Excel
  • Strong skills in PowerPoint
  • Skilled in working with financial databases, accounting systems, and related technologies
  • Strong attention to detail
  • Strong analytical and financial modeling skills
  • Ability to understand and interpret complex data to all necessary stakeholders
  • Excellent time management and organizational ability to manage competing priorities
  • Demonstrated work ethic and strong desire to exceed expectations
  • Ability to work three days per week in-office at the Arlington, VA headquarters
  • Current employees of MarginEdge clients cannot be hired

Benefits

Comp & perks
  • Bonus opportunities
  • Comprehensive benefits package
  • Unlimited Paid Time Off
  • Medical, Dental, Vision, and Short/Long-Term Disability Insurance
  • Health Savings Account with employer match (dependent upon your medical plan selection)
  • Commuter benefits with employer contribution
  • Generous Life Insurance Plan
  • Company-Paid Holidays
  • 401(k) and matching
  • Stock Options
  • 12-week fully Paid Parental Leave
  • Lunch catered twice a week at the Arlington headquarters
  • Wellness program sponsoring healthy activities and providing discounts to gyms and fitness classes
  • Hybrid work arrangement
  • Catered lunch and office near the metro