Senior Financial Analyst – Strategic Accounts

AgilitiMinneapolis, MN
2d$81,640 - $130,538

About The Position

The Senior Financial Analyst – Strategic Accounts partners with field leadership to drive profitable revenue growth through advanced financial analysis and strategic consultation. This role provides actionable insights, supports end-to-end commercial processes, and helps leaders understand and improve financial performance across assigned Strategic Accounts.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • Four (4) or more years of progressive finance or financial analysis experience
  • Experience supporting commercial, sales, or customer-facing organizations
  • Proficiency with financial reporting, forecasting, and analysis
  • Ability to work effectively in a fast-paced, deadline-driven environment
  • Strong analytical, problem-solving, and critical thinking skills
  • Advanced proficiency in Microsoft Excel and experience working with relational databases
  • Ability to build, interpret, and modify complex financial models
  • Excellent written and verbal communication skills, with the ability to present financial insights to non-financial audiences
  • Strong organizational skills with the ability to prioritize and manage multiple initiatives simultaneously
  • Ability to collaborate effectively across functions and influence without authority

Responsibilities

  • Develop, enhance, and maintain financial reporting and dashboards to deliver meaningful business insights for Strategic Accounts
  • Partner with field leaders to support revenue forecasting, margin optimization, and customer growth strategies
  • Manage the full commercial lifecycle from contract execution through billing, ensuring accurate setup, timely invoicing, and contract compliance
  • Analyze customer-level financial performance, including revenue, margin, pricing, and profitability trends
  • Collaborate cross-functionally with Finance, Sales, Marketing, and Operations on pricing, profitability, and strategic initiatives
  • Identify, investigate, and resolve billing or financial issues to support accurate financial operations and a positive customer experience
  • Support training, onboarding, and knowledge transfer for team members as needed

Benefits

  • health insurance options for Medical, Dental & Vision plans
  • Short- and Long-Term Disability plans
  • Flexible Spending Accounts
  • Health Savings Accounts
  • Life Insurance Options
  • Paid Time Off
  • 401K Saving Plan with employer match
  • Employee Discounts
  • Tuition Reimbursement
  • Daily Pay program
  • Employee Assistance Program
  • wellness programs
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