Financial Analyst

$85,000 - $95,000/Yr

Connexion Systems & Engineering - Independence, OH

Full-time - Mid Level

Independence, OH

Administrative and Support Services

About the position

The Financial Analyst will play a crucial role in connecting services leadership, service operations, and financial management. This position is responsible for overseeing financial management processes to ensure that service operations are efficient, cost-effective, and aligned with the company's strategic objectives. The ideal candidate will leverage their finance and forecasting expertise to support data-driven decision-making and enhance service delivery profitability.

Responsibilities

• Develop and manage budgets for service operations, monitor expenses, and ensure profitability by implementing cost-saving measures.
• Lead the development of financial forecasts for service operations, leveraging data analytics to predict revenue trends, resource needs, and budget allocations.
• Track key performance indicators (KPIs) for both service operations and financial metrics, creating detailed reports to inform leadership of progress and areas for improvement.
• Collaborate with senior leadership to align service operations with the company's strategic objectives, incorporating financial forecasts and operational capacity.
• Evaluate and optimize service delivery costs to maximize profit margins without compromising quality.
• Partner with services leadership to create pricing strategies and ensure accurate revenue recognition for service projects.
• Oversee resource management, including staff scheduling and project prioritization, ensuring alignment with budget constraints and operational needs.
• Work closely with finance, services, and other departments to coordinate on service initiatives, aligning financial strategies with business development.
• Prepare and present detailed operational and financial reports, providing insights into service performance and financial health.
• Ensure that service operations comply with financial regulations and company policies, proactively managing financial and operational risks.
• Oversee project setup through invoicing to include tracking revenue deferrals and accruals.

Requirements

• Bachelor's degree in Finance, Business Administration, or a related field (MBA preferred)
• 5+ years of experience in a finance role within a technology or professional services company
• Strong understanding of budgeting, forecasting, and financial analysis
• Proven experience working with service delivery business units to align financial and operational goals
• Exceptional analytical, problem-solving, and organizational skills
• Excellent communication and leadership capabilities
• Proficiency in financial and operational management software (e.g., NetSuite, CRM platforms)
• Ability to thrive in a collaborative, fast-paced environment.

Nice-to-haves

• Experience with Salesforce (1 year preferred)
• Experience with OpenAir (1 year required)
• Experience in billing (1 year preferred)
• Experience in financial analysis (5 years preferred)

Benefits

• Health insurance