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Excel Financial Analyst Jobs (NOW HIRING)

Trajan Wealth LLC

Financial Analyst

Scottsdale, AZ · On-site

$80K - $90K/yr

Advanced proficiency in Excel financial modeling. * Strong command of financial reporting, budgeting, and variance analysis. * Demonstrated ability to synthesize complex financial data into clear ...

Matthey

Senior Financial Analyst

Devon, PA · Hybrid

$83K - $104K/yr

Prepare complex excel financial reports utilizing high proficiency in Excel and Data analytics. Key skills that will help you succeed in this role: * University degree qualification anda ...

Trajan Wealth LLC

Financial Analyst

Scottsdale, AZ · On-site

$80K - $90K/yr

Advanced proficiency in Excel financial modeling. * Strong command of financial reporting, budgeting, and variance analysis. * Demonstrated ability to synthesize complex financial data into clear ...

Johnson Matthey

Senior Financial Analyst

Devon, PA · On-site

$83K - $104K/yr

Prepare complex excel financial reports utilizing high proficiency in Excel and Data analytics. Key skills that will help you succeed in this role: * University degree qualification and a ...

Jobtailor

Senior Financial Analyst, FP&A

White Plains, NY · On-site

$88K - $110K/yr

Strong Excel and financial modeling skills * Experience building dashboards or reporting automation * Prior experience using AI tools for analysis, reporting, or workflow automation * Ability to ...

SharkNinja

Financial Analyst, FP&A

Needham, MA · On-site

We are seeking a Financial Analyst, FP&A - Global OpEx to support global operating expense ... Strong proficiency in Excel, financial modeling, and data visualization tools such as Power BI.

Thompson Gray

FMS Financial Analyst

Huntsville, AL · On-site

Strong analytical, Excel, financial reporting, and communication skills. Position Requirements: * Bachelor's degree in Accounting, Finance, Business, or related field and 4-7 years of relevant ...

Blount Fine Foods

Senior Financial Analyst

Warren, RI · On-site

$85K - $105K/yr

Advanced analytical skills with strong proficiency in Excel, financial modeling, reporting, and data-driven business analysis. Experience with product cost accounting, standard costing, or non ...

Marcus & Millichap

Financial Analyst

Los Angeles, CA

$30 - $40/hr

Advanced proficiency in Excel financial modeling, Argus, and CoStar * Strong understanding of real estate valuation metrics, including IRR, NPV, cap rates, and DSCR * Experience analyzing retail ...

Marcus & Millichap

Financial Analyst

Encino, CA · On-site

$30 - $40/hr

Advanced proficiency in Excel financial modeling, Argus, and CoStar * Strong understanding of real estate valuation metrics, including IRR, NPV, cap rates, and DSCR * Experience analyzing retail ...

Blount Fine Foods

Senior Financial Analyst

Warren, RI · On-site

$85K - $105K/yr

Advanced analytical skills with strong proficiency in Excel, financial modeling, reporting, and data-driven business analysis. Experience with product cost accounting, standard costing, or non ...

thyssenkrupp Elevator

Sr. Financial Analyst, FP&A

Atlanta, GA · On-site

$82K - $102K/yr

As a Senior Financial Analyst - Business Partnering, you will serve as a key strategic partner to ... Leverage Power BI, Excel, and other analytics tools to automate reporting, develop dashboards, and ...

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Excel Financial Analyst information

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$88.1K

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How much do excel financial analyst jobs pay per year?

As of Sep 13, 2026, the average yearly pay for excel financial analyst in the United States is $88,111.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,000.00 and $110,500.00 per year, depending on experience, location, and employer.

What cities are hiring for Excel Financial Analyst jobs?

Cities with the most Excel Financial Analyst job openings:

What states have the most Excel Financial Analyst jobs?

States with the most job openings for Excel Financial Analyst jobs include:

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Infographic showing various Excel Financial Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $88,111 per year, or $42.4 per hour.

Financial Analyst

Scottsdale, AZ • On-site

Trajan Wealth LLC
Finance and Insurance • 11 - 50 employees
Learn more about Trajan Wealth LLCexternal

$80K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 25 days ago

Job description

About Trajan Wealth
With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.
What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.
Role Overview
The Financial Analyst will serve as a key contributor within Trajan Wealth's Internal Finance Group, supporting strategic decision-making, financial planning, and operational reporting across our various platforms. This role reports to the Finance Director and partners closely with the Finance Director and company executive leadership to analyze business performance, model growth scenarios, and ensure financial data integrity across all entities.
This position is 100% onsite at our corporate headquarters in Scottsdale.
Duties and responsibilities
  • Develop and maintain financial models, forecasts, and multi-scenario analyses to support firm-wide strategic planning and growth initiatives.
  • Prepare monthly, quarterly, and annual reporting, including revenue analysis, margin trends, and develop KPI dashboards.
  • Analyze firm financial performance across business lines, identifying variances, trends, and opportunities for operational improvement.
  • Support budgeting and annual planning processes in partnership with Finance Director and executive leadership.
  • Conduct ad hoc financial analyses to evaluate new business opportunities, revenue streams, and potential investments across Trajan Wealth's growth pillars - including AUM, annuity, private equity, tax, and estate.
  • Support Finance Director with Trajan Tax and Trajan Estate on intercompany financial reporting and divisional performance tracking.
  • Maintain and improve financial reporting, systems, tools, and processes to enhance efficiency and scalability.
  • Monitor industry trends, market data, and competitive benchmarks relevant to the RIA and wealth management space.
  • Support Director with compliance and audit functions with financial documentation and analysis as needed.

Qualifications
Required
  • 5+ years of experience in financial analysis, FP&A, corporate finance, or a related role.
  • Bachelor's degree in Finance or a related field.
  • Strong team player
  • Demonstrated ability to manage competing priorities and deadlines across multiple workstreams simultaneously with high attention to detail
  • Advanced proficiency in Excel financial modeling.
  • Strong command of financial reporting, budgeting, and variance analysis.
  • Demonstrated ability to synthesize complex financial data into clear, executive-ready insights.
  • High attention to detail with a commitment to data accuracy and integrity.
  • Strong written and verbal communication skills.
  • Working knowledge of GAAP accounting principles as applied to financial reporting and consolidation.
  • Proven ability to prepare and present financial analysis including polished PowerPoint or similar presentation materials.
  • Strong cross-functional collaboration skills, with the ability to partner effectively across Tax, Estate, Sales, and Compliance functions.

Preferred
  • Experience with Oracle Netsuite
  • Experience with BI or reporting tools such as Sigma Computing or similar platforms.
  • Experience within an RIA, wealth management firm, or financial services environment.
  • Familiarity with fee-based advisory business metrics, AUM reporting, or revenue-per-advisor analysis.
  • Exposure to multi-entity or multi-division financial consolidation.
  • CFA, CPA, or MBA credential.
  • Experience with SQL or other data querying tools.
  • Familiarity with SEC, FINRA, or other regulatory requirements applicable to Registered Investment Advisors.

Benefits
  • $80,000 to $90,000 base salary plus bonus.
  • 401(k) with company match up to 13%.
  • United Healthcare PPO medical employee coverage paid by the Company.
  • Delta Dental PPO, United Healthcare Vision, Short-Term Disability, Long-Term Disability, Life Insurance, and additional voluntary benefits.
  • Generous PTO and paid holidays.
  • Future career growth opportunity.

Come and join a team that is making a difference in their clients and employee's lives!

Apply