The Junior Financial Analyst plays a key role on the Finance team, supporting capital planning, ROI analysis, operational efficiency, revenue growth, and profitability initiatives. This position is responsible for delivering timely financial reporting, maintaining visibility into key performance metrics, and supporting data-driven decision-making.
The analyst will prepare executive-level reports, develop dashboards, and provide insights that connect financial performance to business strategy. This role also contributes to budgeting and forecasting processes while partnering with stakeholders across the organization.
Key Responsibilities
- Provide high-quality financial analysis to support long-term organizational growth
- Analyze financial statements, operational metrics, and KPIs
- Prepare monthly, quarterly, and ad hoc financial reports
- Develop executive dashboards and ensure data accuracy and integrity
- Support annual budgeting and periodic forecasting processes
- Conduct market analysis and competitive intelligence research
- Monitor financial performance and provide visibility into key metrics
- Reconcile accounts, identify discrepancies, and recommend corrective actions
- Identify opportunities for operational efficiencies and productivity improvements
- Maintain and validate financial data across systems (accounting, planning, reporting tools)
- Partner with business leaders to provide actionable financial insights
- Communicate findings and recommendations clearly to management
- Support automation of reporting and data extraction processes
Core Competencies
- Problem Solving:Analyzes issues and develops effective solutions
- Project Management:Plans, executes, and delivers projects on time
- Strategic Thinking:Aligns financial insights with business goals
- Planning & Organization:Prioritizes tasks and manages time efficiently
- Innovation:Identifies improvements and drives creative solutions
- Communication:Clearly conveys complex financial information, both verbally and in writing
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 2+ years of experience in Financial Planning & Analysis (FP&A)
- Experience with financial reporting, budgeting, and forecasting
- Advanced proficiency in Microsoft Excel (pivot tables, lookups, nested formulas)
- Strong PowerPoint and presentation skills
- Excellent analytical, problem-solving, and critical-thinking abilities
- Strong attention to detail and ability to manage multiple priorities
- Effective communication skills, including presenting to senior leadership
- Experience supporting multiple business units (preferred)
- Ability to work in a fast-paced, dynamic environment
Why Join Our Support Center Team
Purpose-Driven Impact
Contribute to meaningful work that supports our field teams and helps deliver compassionate, high-quality experiences for families during life's most important moments.
Competitive Compensation & Comprehensive Benefits
- Medical, dental, prescription, and vision coverage
- Generous paid time off, including vacation, sick time, and holidays
- 401(k) with company match
- Company-paid life insurance, short-term disability, and long-term disability
Collaborative & Inclusive Culture
Work alongside a mission-driven, collaborative team that values accountability, innovation, and respect-where diverse perspectives are encouraged and leadership is accessible.
Shift: Full-time
Req Benefits:
- Meaningful Work: Make a real difference by helping families navigate one of life's most challenging times with compassion and care.
- Competitive Pay and Benefits:
o Medical, dental, prescription, and vision insurance
o Vacation, sick, and holiday pay
o Wellness Rewards
o 401k with company match
o Company-paid life insurance, long-term disability, and short-term disability
- Career Growth: Take advantage of ongoing training and advancement opportunities within the funeral service industry.
- Supportive Culture: Be part of a compassionate, mission-driven team that values respect, empathy, and service.
Are you ready? Join us on our journey to Shape the Future with Purpose. Grow with The FPG Way.
Foundation Partners Group is an equal opportunity employer. We are committed to fair employment practices and to fostering a workplace where every team member feels valued, supported, and treated with dignity and respect. Employment decisions are made in accordance with applicable federal, state, and local laws.
Additional Details :
Every life tells a story worth honoring. At Foundation Partners Group, we are privileged to help families create meaningful goodbyes during their most vulnerable moments.
Since 2010, our team of nearly 1,600 compassionate professionals has served communities across 21 states, delivering funeral, cremation, and cemetery services with care, respect, and personalization. We're not just a network of locations-we're a team united by purpose, a community committed to ensuring every farewell reflects the individuality of the life it celebrates.
