Financial Services Analyst

Job Description

Position Overview

We are seeking a Financial Services Analyst to provide financial, operational, reporting, and analytical support to a Technology-focused financial management organization.

This role will support a variety of financial activities, including budgeting, forecasting, reporting, reconciliations, accruals, capital project financials, asset accounting, invoicing, contractor expenses, and investment planning.

The ideal candidate is analytical, detail-oriented, and comfortable working with large amounts of financial data. This person should be able to collaborate with stakeholders, investigate discrepancies, and turn financial information into useful business insights.

Depending on business needs, the analyst may specialize in areas such as CapEx, OpEx, technology resiliency planning, invoicing, forecasting, asset accounting, contractor financials, or financial reporting.

Key Responsibilities
Financial Operations & Analysis

• Execute assigned financial processes and operational activities.
• Collect, validate, organize, and analyze financial and operational data.
• Prepare financial analyses, reconciliations, accruals, forecasts, and reporting.
• Monitor financial activity and identify discrepancies or unusual trends.
• Research financial issues and work with stakeholders to resolve them.
• Develop insights and recommendations based on financial and operational data.
• Provide analytical and operational support to Financial Portfolio Management Leads.

Budgeting & Forecasting

• Support annual budget development and planning activities.
• Assist with monthly forecasting and financial updates.
• Prepare supporting schedules and analysis for budget and forecast cycles.
• Analyze actual results against budget and forecast.
• Assist with variance analysis and identification of key financial drivers.
• Support multi-year financial planning activities.
• Provide data and analysis for investment and resource planning.

Demand & Resource Planning

• Support financial analysis related to technology demand and resource requirements.
• Analyze financial impacts associated with staffing, projects, services, and other resource needs.
• Assist with evaluating funding requirements and investment impacts.
• Prepare financial information to support planning and prioritization decisions.

Capital & Asset Accounting

• Monitor Construction Work in Progress (CWIP) balances.
• Support project placement-in-service activities.
• Assist with capitalization processes and related documentation.
• Support asset retirement activities and maintain appropriate records.
• Prepare reports related to capital projects and asset activity.
• Work with Finance, Accounting, and project stakeholders to ensure financial information is accurate and complete.

Reporting & Data Management

• Prepare recurring financial reports and dashboards.
• Develop variance analysis and management reporting.
• Maintain accurate financial records and supporting documentation.
• Gather information from multiple sources and validate data integrity.
• Respond to financial reporting and information requests.
• Support preparation of leadership and executive-level financial materials.
• Perform ad hoc financial analysis as requested.

Invoicing & Financial Operations

Depending on assigned responsibilities:

• Support invoice processing and payment tracking.
• Review financial transactions for accuracy and completeness.
• Assist with contractor and labor-related financial reporting.
• Monitor financial activity against approved budgets.
• Research and resolve invoice or payment discrepancies.
• Maintain documentation supporting financial transactions.

Compliance & Controls

• Maintain documentation supporting financial controls and audit requirements.
• Support SOX control activities and evidence collection.
• Assist with internal and external audit requests.
• Follow established accounting, capitalization, financial, and operational procedures.
• Ensure assigned activities comply with applicable policies and regulatory requirements.
• Escalate potential control issues or financial discrepancies appropriately.

Potential Areas of Specialization

Depending on organizational needs, this position may focus on one or more of the following:

• Capital Expenditures (CapEx)
• Operating Expenditures (OpEx)
• System Resiliency Planning
• Financial forecasting
• Budget management
• Invoicing and payments
• Asset accounting
• CWIP management
• Contractor financials
• Labor financials
• Financial reporting
• Data analysis
• Portfolio support

Key Deliverables

The analyst may be responsible for preparing or supporting:

• Monthly accruals
• Account reconciliations
• Financial close activities
• Forecast updates
• Budget planning materials
• Financial reports and dashboards
• Variance analyses
• Demand planning analysis
• Resource planning financial analysis
• CWIP tracking reports
• Project in-service documentation
• Asset retirement records
• Invoice and payment tracking reports
• CapEx and OpEx reporting
• Labor and contractor financial reporting
• Technology resiliency financial reporting
• Audit support packages
• SOX control documentation
• Ad hoc financial analysis
• Data requests and leadership support materials

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, Information Systems, Data Analytics , or a related field.
• 2+ years of experience in accounting, financial analysis, financial operations, budgeting, reporting, or a related discipline.
• Experience working with large datasets and performing quantitative analysis.
• Strong Microsoft Excel skills.
• Experience working with financial reporting or analytical tools.
• Strong attention to detail and data accuracy.
• Ability to organize and manage multiple priorities.

Equivalent combinations of education and relevant professional experience may be considered.

Preferred Experience

• Financial planning and forecasting
• Budget management
• Variance analysis
• Accounting principles
• Capitalization policies
• Depreciation
• Asset management
• CWIP
• Technology project financials
• Technology operations
• Portfolio management
• Contractor or labor financial reporting
• Invoice and payment processes
• SOX controls and audit support
• Financial reporting and dashboard development

Core Competencies
Analytical

• Strong quantitative and analytical skills
• Ability to work with large datasets
• Financial data interpretation
• Variance analysis
• Problem solving
• Attention to detail

Financial

• Budgeting and forecasting
• Financial reporting
• Accounting fundamentals
• Capital and operating expense analysis
• Reconciliations and accruals
• Asset and project financial management

Communication

• Strong written and verbal communication
• Ability to explain financial information clearly
• Comfortable working with both financial and non-financial stakeholders
• Strong follow-up and issue-resolution skills

Ideal Candidate Profile

The strongest candidate will be someone who is analytical, organized, curious, and comfortable taking ownership of financial workstreams .

This individual should be:

• Highly detail-oriented
• Strong with Excel and financial data
• Comfortable working with large datasets
• Proactive about identifying discrepancies and issues
• Able to manage multiple deadlines
• Comfortable collaborating across departments
• Able to explain financial information to non-financial stakeholders
• Strong at researching and resolving problems
• Comfortable working in a technology or project-driven environment
• Interested in developing broader financial portfolio management expertise

Systems & Tools

Experience with the following is preferred:

• Microsoft Excel
• ERP systems
• Financial reporting platforms
• Financial planning and forecasting tools
• Portfolio management systems
• Asset management systems
• Dashboard and data analytics tools