Financial Analyst

Overview

This role is part of a client-dedicated team supporting a large, high-profile account with seven sites across the US. The Financial Analyst owns end-to-end FP&A activities and serves as a trusted financial advisor to operations leadership across two sites. Responsibilities include financial reporting, budgeting, and forecasting to support client satisfaction and business performance.

Responsibilities

• Own and deliver monthly cost reporting packages to clients, including clear analysis of forecasted results versus budget for the current year
• Track and maintain finance dashboards daily; report key metrics and insights to operations teams as business needs arise
• Support service change request tracking and collaborate with cross-functional teams to identify cost-savings and process improvement initiatives
• Conduct detailed forecast analysis, including Budget-versus-Actual and Forecast-versus-Actual spending comparisons, and work with budget owners to build and maintain accurate financial projections
• Serve as the primary liaison between finance and operations teams to ensure consistent, accurate cost reporting and seamless communication across stakeholder groups
• Complete regular and ad-hoc reporting including formal presentations, charts, and analytical documents while supporting automation initiatives that preserve data integrity
• Assist with revenue recognition, fee calculations, and timely billing in accordance with Master Service Agreements while supporting various accounting-related activities

Required Qualifications

• Bachelor’s degree required; Finance or Accounting focus strongly preferred
• 3–5 years of relevant financial analysis experience in a corporate or professional services environment
• Advanced Excel skills, including demonstrated ability to build complex financial models and perform detailed data analysis
• Proven financial competency at a detailed operational level with strong analytical and problem-solving capabilities
• Excellent oral and written communication skills, including experience presenting to senior leadership using PowerPoint or Google Slides
• Demonstrated ability to collaborate effectively across multiple organizational levels and functional areas
• High attention to detail and accuracy, with a proven track record of making effective decisions under pressure

Preferred Qualifications

• Experience in commercial real estate, facilities management, or professional services industry
• Knowledge of FP&A best practices and experience with financial reporting automation tools
• Familiarity with service change request processes and contract management principles
• Experience with budget planning and forecasting in client-facing roles
• Strong customer service orientation with demonstrated interpersonal sensitivity
• Project management experience and ability to lead cross-functional improvement initiatives
• Advanced proficiency in financial reporting software and business intelligence tools

Location

Seven sites across the US