Financial Analyst – Needham

The position involves managing core revenue processes such as revenue modelling, accounting, and collections activities, supporting the monthly close for legal entities, and ensuring precise revenue reporting and forecasting. The analyst will partner with cross-functional teams including treasury, accounting, and tax to resolve discrepancies and improve revenue workflows. Responsibilities include calculating management and performance fees, maintaining client data, building forecast models, and leveraging data tools like Power Query and Tableau Prep to enhance reporting accuracy. Applicants should have a finance or accounting degree and be proficient in Excel, with experience in performance modelling and data visualisation tools. Strong analytical skills, attention to detail, and the ability to manage multiple priorities are essential for success in this role. Emerging technologies such as AI tools are also relevant to continuously improve revenue processes.