Finance Analyst III - IT Finance
About The Position
The Finance Analyst III compiles and analyzes financial information for the company and leads financial projects. This fully remote role supports IT finance through forecasting and budgeting, monthly financial reporting and close activities, general financial analysis, and financial and operational support for technology spending. The role requires authorization to work in the U.S. without current or future employment-based visa sponsorship. The analyst maintains working forecasts, manages quarterly forecast loads, supports assumption-based budget development and scenario analysis, and communicates financial assumptions and impacts to finance leaders and business partners. The role also handles month-end close activities and prepares financial results and portfolio-level analysis for senior partners, highlighting trends, variances, risks, and opportunities. Additional responsibilities include preparing data for reporting and analysis, leading process improvements and automation, conducting demand and capacity analysis, maintaining non-labor financial data and metrics, and supporting technology renewals and purchase approvals. The position calls for advanced Excel capabilities, strong analytical and communication skills, and the ability to work cross-functionally and deliver results amid ambiguity.
Requirements
- Bachelor's degree in a related field or equivalent experience.
- At least 4 years of financial or data analysis experience.
- Advanced Microsoft Excel skills.
- Strong financial acumen and analytical thinking.
- Executive-level communication and ability to tell stories with data.
- Attention to detail and a strategic mindset.
- Ability to manipulate and analyze large data sets to identify trends, risks, and opportunities.
- Ability to partner cross-functionally and influence outcomes.
- Comfort operating in ambiguity and driving results.
- Must be authorized to work in the U.S. without current or future employment-based visa sponsorship.
Nice To Haves
- Advanced Excel experience with Power Query, pivot tables, advanced formulas, lookups, financial modeling, data transformation, automation, and analysis of large data sets.
- Experience with Power BI or other reporting and visualization tools.
- Experience using OneStream, Peoplesoft, ERP, HR, or project management systems.
Responsibilities
- Maintain and manage a working forecast using updated assumptions and business inputs.
- Own and execute quarterly forecast loads, ensuring accuracy, completeness, and timeliness.
- Support assumption-based budget development, including scenario modeling and sensitivity analysis.
- Communicate budget and forecast assumptions, changes, and impacts to finance leadership and business partners.
- Perform month-end close activities, including accruals, reconciliations, and supporting schedules related to hardware, software, and telecom spending.
- Prepare and communicate monthly financial results to SVP-level partners, including insights, trends, and variance drivers versus forecast and budget.
- Analyze financial data, identify drivers of outcomes, and proactively advise partners on delivering results.
- Deliver portfolio-level reporting and analysis focused on performance, risks, and opportunities.
- Prepare monthly and weekly data files for reporting, forecasting, and ad hoc analysis.
- Lead process improvement and automation efforts.
- Perform demand and capacity analysis to assess financial and operational trade-offs.
- Maintain detailed non-labor financial data and key metrics.
- Provide proactive, insight-driven analysis to support financial targets and strategic objectives.
- Identify risks and opportunities early and recommend actionable solutions.
- Facilitate financial support for renewals of existing technology, ensuring compliance with financial and procurement policies.
- Review and support technology purchase approvals, validating financial impact and budget alignment.
Benefits
- Competitive pay
- Health insurance
- 401K plan
- Stock purchase plans
- Tuition reimbursement
- Paid time off
- Paid holidays
- Flexible approach to work, with remote, hybrid, field, or office work schedules
- Additional forms of incentives may be included in total compensation, subject to applicable terms and eligibility
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
