Services Finance Analyst

Advizex Acquisition Company - Cleveland, OH

Full-time - Mid Level

Remote - Cleveland, OH

About the position

The Services Finance Analyst at Advizex is responsible for overseeing financial management processes that ensure service operations are efficient, cost-effective, and aligned with the company's strategic objectives. This role involves financial oversight, forecasting, performance analysis, and collaboration with senior leadership to optimize service delivery profitability and support data-driven decision-making.

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

Benefits

• Competitive salary and benefits package
• Opportunity to work in a dynamic, innovation-driven environment
• Career development and growth opportunities
• A collaborative team culture that values creativity and results