Financial Analyst

Role Description

This role focuses on gathering, analyzing, and communicating complex financial information to support investment decisions and business performance management on a worldwide scale. You will conduct quantitative financial analyses, build and maintain financial models, and provide reporting and forecasting that inform key decisions across a global organization. The position offers the opportunity to manage a full P&L, including cost of goods sold (COGS), and to work closely with leadership on strategic financial planning, creating a strong foundation for future career growth toward finance leadership roles.

• Gather, analyze, and interpret financial information to support investment decisions and business planning.
• Conduct quantitative analyses of financial data affecting investment programs for internal stakeholders.
• Analyze financial information to produce forecasts of business, industry, and economic conditions.
• Interpret data affecting investment programs, including price, yield, stability, and future trends in investment risk.
• Assemble spreadsheets and develop charts and graphs to clearly illustrate technical financial reports.
• Support monthly reporting and forecasting activities, including preparation of financial packages and summaries.
• Work on multiple ad hoc reporting requests throughout the month, providing timely and accurate analysis.
• Refresh COGS and revenue reports at month end to reflect current performance and trends.
• Update business snapshots and outlooks that highlight key cost drivers and forecasted results.
• Maintain and update resource models to reflect resource mix, business trends, and financial impacts.
• Prepare, update, and distribute end-of-month reporting templates and related documentation.
• Collaborate with internal stakeholders to understand reporting needs and provide clear, actionable financial insights.
• Ensure financial data accuracy, consistency, and integrity across reports, models, and forecasts.
• Apply knowledge of accounting principles, financial markets, and relevant policies and regulations in daily work.
• Manage time and priorities effectively to meet deadlines and deliver high-quality work products.

Qualifications

• Minimum 5–6 years of experience with financial modeling.
• Minimum 5–6 years of experience with Excel-based financial analysis and reporting.
• Minimum 5–6 years of experience with financial forecasting.
• 5–7 years of overall financial and/or accounting experience.
• Strong financial analysis skills, including the ability to interpret complex data and draw meaningful conclusions.
• Proficiency in budgeting and budget forecasting processes.
• Advanced Microsoft Excel skills, including building and maintaining complex spreadsheets, charts, and graphs.
• Experience with financial reporting and preparation of technical financial presentations.
• Strong verbal and written communication skills, with the ability to present financial information clearly and concisely.
• High attention to detail and strong critical thinking skills.
• Ability to work independently and manage one’s time effectively in a fast-paced environment.
• Ability to analyze business trends and project future revenues and expenses.
• Knowledge of economic and accounting principles and the reporting of financial data.
• Knowledge of federal, state, and company policies, procedures, and regulations as they relate to accounting and finance.
• Proficiency with Microsoft Word, Excel, and PowerPoint.
• Bachelor’s degree in accounting, finance, or a related financial discipline.

Requirements

• Experience managing or supporting a full P&L, including COGS, is highly beneficial.
• Experience in roles such as Finance Manager or Reporting Manager is advantageous.
• Previous experience loading budgets in BPC is highly valued.
• Familiarity with systems such as Mercury, One Services, and SAP is a strong plus.
• An advanced degree in a financial discipline is preferred.
• Experience with budget forecasting loading in enterprise systems is highly leveraged.
• Demonstrated ability to work with global or worldwide finance teams is beneficial.
• Proven track record of meeting deadlines while maintaining high-quality deliverables.
• Comfort working on multiple ad hoc reporting and analysis requests throughout the month.

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Work Environment

This is a remote position with a preference for candidates located in or near Redmond, WA, to allow for occasional in-person team meetups. The standard schedule is Monday through Friday, 40 hours per week, with no expected overtime. You will work in a technology-driven finance environment using tools such as Microsoft Excel, Word, PowerPoint, and enterprise financial systems.

Job Type & Location

This is a Contract position based out of Irving, TX.

Pay and Benefits

The pay range for this position is $60.00 - $65.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

Application Deadline

This position is anticipated to close on May 8, 2026.