[Remote] Financial Analyst
Note: The job is a remote job and is open to candidates in USA. Duncan Solutions, LLC is a full-service transportation management company focused on enhancing urban livability through technology and data. They are seeking a Financial Analyst to drive business performance via data-driven financial analysis and reporting, utilizing platforms like NetSuite and Vena Solutions.
Responsibilities
- Own and produce the monthly management reporting package, including P&L commentary, key performance indicators, and executive-level variance analysis, leveraging NetSuite and Vena Solutions as primary reporting platforms
- Perform department-level financial analysis, partnering with business leaders to review actuals versus budget, identify cost drivers, and surface actionable insights that inform resource and operational decisions
- Utilize AI tools, including Claude, to accelerate data analysis, draft financial commentary, identify trends, and improve the efficiency and quality of recurring and ad-hoc financial deliverables
- Support the month-end close process by analyzing financial results in NetSuite, maintaining Vena-based reporting templates, and ensuring accuracy and completeness of management financials prior to distribution
- Maintain and improve company-wide cost allocations that align with the company’s financial framework to ensure accuracy and efficiency in the closing process
- Create, analyze, and distribute financial reports for varied audiences — including monthly management packages, quarterly business reviews, and ad-hoc requests — translating data from NetSuite and Vena into clear narratives backed by income statements, balance sheets, and cash flow analysis
- Develop and maintain a comprehensive cashflow forecast to ensure liquidity and financial stability
- Support the annual budget and rolling forecast process within Vena Solutions, contributing to scenario modeling and financial projections that help leadership evaluate strategic resource allocation decisions
- Other duties as assigned
Skills
- Strong understanding of financial concepts, forecasting methods, and data-driven decision-making
- Familiarity with GAAP, IFRS, and financial statement analysis
- Hands-on experience with NetSuite ERP and Vena Solutions (or comparable CPM/reporting platforms); familiarity with AI productivity tools such as Claude to accelerate analysis, reporting, and financial commentary
- Ability to interpret complex data, use Power Query/Pivot, and present insights clearly
- Strong skills in financial planning, variance analysis, and strategic resource allocation
- Expertise in translating financial data into compelling narratives for stakeholders
- Extensive Microsoft Excel experience
- Working knowledge of NetSuite ERP (financial reporting, saved searches, custom reports) required
- High school diploma or GED required
- 0–2 years of experience in financial analysis, accounting, finance, or a related field, with exposure to financial reporting, budgeting, forecasting, variance analysis, and the use of financial systems and data analysis tools to support business decision-making
- Prior experience with Vena Solutions for budgeting, forecasting, and reporting is strongly preferred; familiarity with Bill.com, BambooHR, or Smartsheet is a plus
- Experience with AI tools such as Claude for financial analysis and reporting workflows preferred
- Power Query/Power Pivot experience is a plus
Benefits
- Medical, Dental, & Vision Insurance
- Healthcare & Dependent Flexible Spending Accounts (FSA)
- Health Savings Account (HSA) with Employer Contribution
- Company Paid Life and AD&D Insurance
- Company Paid Short- & Long-Term Disability
- Employee Assistance Program (EAP)
- 401(k) with Employer Match (Traditional/Roth/Safe Harbor)
- 10 Company Holidays
- PTO Accrual
- Sick Time Accrual
- Parental Leave
- Jury Duty
- Military Leave
- Bereavement
- Life and AD&D Insurance for Employees/Spouse/Child(ren)
- Critical Illness
- Accident Insurance
- Dependent Care Flexible Spending Account (DCFSA)
Company Overview