Financial Analyst

Vizient•Irving, TX

10d•$51,900 - $87,900

About The Position

The Financial Analyst represents one or more contracting business units and generates and maintains revenue accruals, forecasts, and budgets. The role performs complex financial analysis, evaluates revenue performance, identifies risks and trends, and develops recommendations that support business decisions and corporate financial objectives. The analyst collaborates with Category Managers, business unit leaders, and Accounting/Finance leadership to ensure accurate revenue forecasting, provide financial insights, and support effective financial management.

Requirements

Two or more years of relevant experience in accounting, financial analysis, budgeting, or forecasting.
High proficiency in Microsoft Excel, Access, Power BI, Word, and PowerPoint.
Strong analytical, problem-solving, and critical-thinking skills, including the ability to analyze complex financial information and develop recommendations.
Strong attention to detail and commitment to financial accuracy.
Ability to collaborate effectively with Category Managers, business unit leaders, and other key stakeholders.
Excellent written and verbal communication and presentation skills, including the ability to communicate financial findings and recommendations to management.

Nice To Haves

A relevant degree in Finance, Accounting, or a related field is preferred; an advanced degree is a plus.
Knowledge of financial accounting systems is strongly preferred.

Responsibilities

Analyze and monitor contract revenue for supported business units, identifying trends, variances, and potential risks.
Generate and maintain revenue accruals, forecasts, and budgets for financial reporting and business planning.
Analyze business unit performance, investigate variances, and recommend appropriate courses of action.
Help maintain and enhance the Accounting department’s revenue tracking application by providing technical expertise and developing solutions to improve functionality and reporting.
Conduct monthly revenue meetings with Category Managers and senior business unit leaders to review financial performance, validate forecast assumptions, and discuss risks and opportunities.
Evaluate revenue forecast assumptions by reviewing contract terms, market share performance, contractual thresholds, cash and sales history, and product segment competition.
Assess the potential financial impact of significant revenue risks and recommend ways to mitigate adverse effects on the company’s bottom line.
Communicate findings from monthly revenue meetings to senior Accounting/Finance leaders and supported business units, including significant budget variances and material forecast changes, to support performance monitoring, year-end projections, and strategic decisions.
Develop and maintain Microsoft Power BI dashboards that provide financial insights and support budgeting and forecasting.
Prepare monthly variance reports for senior management by consolidating and analyzing financial and operational data from multiple sources using advanced Excel and Access skills.
Develop management recommendations based on financial analysis, business trends, and identified risks to improve revenue performance and support business objectives.