Sql Financial Analyst Virtual Jobs in Rochester, NY

Position Summary:

The Financial Analyst I supports the Financial Planning & Analysis (FP&A) function through financial modeling, reporting, and analysis that drives business decision-making. This role plays a key part in maintaining and enhancing financial models, supporting budgeting and forecasting processes, and developing operational and financial insights.

This position will also support ongoing system enhancements and reporting initiatives, including the transition of financial systems and expansion of business intelligence tools. The ideal candidate is analytical, detail-oriented, and eager to learn new tools and technologies, including emerging AI capabilities that enhance financial analysis and modeling.

Essential Duties & Responsibilities:

• Assist in the preparation of the annual budget and ongoing maintenance of the rolling multi-year financial plan
• Develop, maintain, and enhance revenue, recovery, and financial models, including variance analysis to identify key performance drivers
• Prepare and update recurring forecasts and projections (monthly revenue, weekly projections, cash flow, and balance sheet)
• Analyze financial results (MTD/YTD vs. budget/forecast), identify variances, and communicate actionable insights to management and budget owners
• Prepare and support recurring management reporting, including financial statements, KPI reporting, and performance tracking
• Support the development and evaluation of financial targets, budgets, and modeling improvements to ensure accuracy and quality control
• Maintain and enhance reporting tools, dashboards, and business intelligence solutions (e.g., Qlik Sense), ensuring data accuracy and efficiency
• Review and update operational incentive models and bonus calculators
• Support system implementations and enhancements impacting financial reporting (e.g., Great Plains, Business Central, Solver)
• Identify and implement opportunities to improve reporting efficiency, automation, and data integrity
• Support special projects, including operational analysis, efficiency initiatives, and ad hoc business needs
• Demonstrate a willingness to adopt new technologies (e.g., Microsoft Copilot) to improve financial analysis and workflows
• Adhere to ConServe’s Professional Practices Management System (PPMS), Code of Conduct, and Compliance Program

Non-Essential Duties & Responsibilities:

• Other duties and tasks may be assigned as necessary

Education:

• Bachelor’s Degree or equivalent combination of education and related work experience.
• MBA preferred.

Skills/ Requirements:

• 1+ years of experience in financial analysis, FP&A, accounting, or a related field preferred (internships and academic experience considered)
• Strong Excel skills, including formulas, data analysis, and modeling fundamentals; exposure to advanced functionality (e.g., complex formulas, automation, or macros) is preferred
• Academic or professional experience in analytical, quantitative, or statistical problem-solving preferred (e.g., finance, economics, mathematics, data analysis)
• Strong analytical and critical thinking skills, with the ability to solve problems and interpret data
• Effective communication skills, with the ability to clearly explain financial and analytical concepts
• Strong organizational skills with attention to detail and the ability to manage multiple priorities and meet deadlines
• Exposure to business intelligence or reporting tools (e.g., Qlik, Power BI, Business Objects) preferred
• Self-starter with the ability to take initiative and adapt quickly in a changing environment
• Demonstrated curiosity and willingness to learn in a fast-paced, evolving environment
• Interest in learning new systems, tools, and technologies, including financial systems and emerging AI-supported tools (e.g., Microsoft Copilot)
• The ability to telework. A teleworker is defined as an employee who works for ConServe from a home, or other remote office, for all of the regularly scheduled work week. A teleworker uses telecommunication technologies, including, but not limited to, soft telephones, virtual facsimiles, computers, electronic mail, and remote Internet connections to access work remotely on a pre-determined basis
• A secure internet connection, to plug in ConServe equipment into a hardline Ethernet port
• A private work area in which work activities can be conducted
• U.S. Citizenship or lawful Permanent Resident alien with three or more years as a permanent resident in the United States
• Ability to obtain and maintain Government Security Clearance
• No conflicts of interest with ConServe or our Clients

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job except for periodic breaks pursuant to applicable law.

• Occasionally lift and/or move up to 25 pounds.
• Ability to sit or remain sedentary for your entire work shift (8, 9, or 10 hour shift)
• Ability to talk and listen on a phone for your entire work shift (8, 9, or 10 hour shift)
• Ability to type on a computer for your entire work shift (8, 9, or 10 hour shift)
• Ability to focus on the task at hand, and deliver timely and accurate analyses as stated above

Reasonable accommodations may be made to the extent required under applicable law to enable individuals with disabilities to perform the essential functions of this position.

MISSION STATEMENT:

ConServe is dedicated to satisfying the needs of our Clients in a manner consistent with improving the human condition, and that will foster the development of long term mutually beneficial relationships with our Clients, our Employees, our Suppliers and Business Partners and the Community as a whole.

Disclaimer: The above job description is not a contractual or binding document; it is provided as a guide to the types of duties required to be undertaken. Duties may vary from time to time and this description is subject to review. Modifications will be made as needed to support changes in the business climate and requirements.