Accounting Business Analyst

TEKsystems; Florida; Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Hybrid schedule

Wellness allowance

Medical, dental, and vision benefits

PTO and holidays

Onsite cafeteria

Job summary

TEKsystems in Oldsmar, FL is seeking a Business Analyst (Financial Analyst) to transform complex financial data into actionable insights. The role partners with Sales, Operations, Leadership and Finance to drive budgeting, forecasting, pricing strategy and revenue reporting in a hybrid work environment.

You should be an Excel power user with strong data analysis skills, capable of building financial models and dashboards to influence strategic decisions while pursuing future leadership

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3-5+ years of Financial Analysis experience.
• Advanced Excel expertise, including Pivot Tables, VLOOKUP/XLOOKUP, complex formulas.
• Financial modeling, reporting, and dashboard creation.
• Experience with BI/reporting tools and strong data analysis.
• Excellent written and verbal communication skills.

Responsibilities

• Own and manage annual budgeting process and financial planning.
• Track monthly/quarterly performance against budget and forecast.
• Develop revenue forecasts and monthly revenue calendars.
• Analyze sales pipeline data to predict revenue trends.
• Collaborate with Sales and Account Management on revenue opportunities.
• Oversee client billing activities and related reporting.
• Provide financial analysis for partner revenue sharing.
• Create executive-level reports and dashboards.

Skills

Advanced Excel

Pivot Tables

VLOOKUP/XLOOKUP

Financial modeling

Reporting & dashboards

Data analysis

Leadership potential

Stakeholder communication

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Salesforce

HubSpot

BI tools

Job description

Business Analyst (Financial Analyst) | Oldsmar, FLOpportunity Snapshot

Location: Oldsmar, FL 34677

Work Schedule: Hybrid (1-2 days per week onsite)

Employment Type: 3-6 Month Conversion, Contract-to-Hire

Target Start Date: November 2026

Interview Process: 2 Steps

Compensation

• Contract Pay: $43.27 - $52.88/hour

• Conversion Salary: $90,000 - $100,000 annually

• Performance Incentives: Opportunity to earn an additional $10,000 - $15,000+ annually through quarterly and year-end bonus programs

About the Opportunity

Our client is seeking a highly analytical and driven Business Analyst (Financial Analyst) to join their growing team in Oldsmar, Florida. This role is ideal for someone who enjoys transforming complex financial data into meaningful business insights and wants a clear path into future leadership responsibilities.

In this position, you'll play a critical role in budgeting, P&L, forecasting, pricing strategy, revenue reporting, billing operations, and business intelligence initiatives. You'll partner closely with Sales, Operations, Leadership, and Finance teams to identify revenue growth opportunities, improve financial processes, and support strategic decision-making.

If you're an Excel power user who thrives in a fast-paced, data-driven environment and wants the opportunity to influence company performance at a high level, this could be an outstanding fit.

Key Responsibilities

• Own and manage the company's annual budgeting process and financial planning initiatives.

• Track monthly and quarterly financial performance against budget and forecast targets.

• Develop and maintain revenue forecasts and monthly revenue calendars.

• Analyze sales pipeline data to predict future revenue trends and business performance.

• Partner with Sales and Account Management teams to identify revenue enhancement opportunities across existing client portfolios.

• Oversee client billing activities and provide related financial analysis and reporting.

• Manage partner revenue-sharing processes and associated financial reporting.

• Analyze back-end financial operations to identify process improvements, cost savings, and operational efficiencies.

• Serve as the financial subject matter expert for Salesforce and Service Cloud reporting and data analysis.

• Deliver pricing analysis and recommendations to support sales strategy and profitability goals.

• Build pricing tools, calculators, and financial models for internal stakeholders.

• Support RFP responses with financial and pricing insights as needed.

• Create executive-level reports, dashboards, and business intelligence reporting to drive informed decision-making.

Required QualificationsMust Have

Bachelor's Degree in Finance, Accounting, Economics, or related field

3-5+ years of Financial Analysis experience

• Individual should demonstrate leadership potential and long-term growth capabilities

  Advanced Microsoft Excel expertise, including:

• Pivot Tables

• VLOOKUP/XLOOKUP

• Complex formulas

• Financial modeling

• Reporting and dashboard creation

  Experience utilizing Business Intelligence and reporting tools

  Strong data analysis skills with the ability to identify trends, opportunities, and business risks

  Excellent written and verbal communication skills with the ability to present findings to stakeholders across the organization

Preferred Qualifications

Experience within a FinTech, Payments, Merchant Services, or Financial Technology environment, such as:

• Fiserv

• Heartland Payment Systems

• Chase Paymentech

• Global Payments

• Worldpay

• Similar payment processing organizations

  Knowledge of financial compliance frameworks and industry standards:

• PCI

• SOC

• ISO

  Experience with CRM platforms such as:

• Salesforce

• HubSpot

Why Candidates Are Excited About This OpportunityCareer Growth

• Strong opportunity to grow into a future leadership role

• High visibility position with direct impact on company performance

Compensation & Rewards

• Competitive contract and conversion compensation

• Quarterly incentive opportunities

• Additional annual bonus potential of $10K-$15K+

Exceptional Benefits

• Comprehensive medical, dental, and vision coverage

• Generous PTO and holiday schedule

• Annual $500 Wellness Allowance that can be used toward:

• Gym memberships

• Mental health services

• Therapy

• Spa services

• Other approved wellness-related expenses

Work Environment

• Hybrid schedule offering flexibility and work-life balance

• Modern office environment

• Onsite cafeteria and employee amenities

• Collaborative and team-oriented culture

Ideal Candidate Profile

The ideal candidate is a highly analytical finance professional who enjoys working with large datasets, building forecasts, and influencing business strategy through data-driven insights. They are an Excel expert, comfortable working cross-functionally with leadership and sales teams, and excited by the opportunity to grow into a future management position while helping drive revenue and operational performance.

Job Type & Location

This is a Contract to Hire position based out of Oldsmar, FL.

Pay and Benefits

The pay range for this position is $43.27 - $52.88/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post‑tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)

Job Type & Location

This is a Contract to Hire position based out of Oldsmar, FL.

Application Deadline

This position is anticipated to close on Nov 17, 2026.

Workplace Type

This is a hybrid position in Oldsmar,FL.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands‑on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance

Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI)

We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.