Financial Analyst

Addison Group; Bellevue (WA); On-site; USD 120,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision

401K + match

PTO + holidays

Job summary

Addison Group in Bellevue, WA is seeking a highly analytical Financial Analyst to join our energy services client’s finance team. The role focuses on FP&A, forecasting, budgeting, and performance analysis to drive operational and financial improvements.

You will develop monthly dashboards, KPI reporting, and financial models, partner with accounting and operations, and support month-end close. The ideal candidate has 5+ years of experience, advanced Excel, and experience with Power BI or Tableau.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5+ years of progressive financial analysis, FP&A, or corporate finance experience.
• Experience budgeting, forecasting, and variance analysis.
• Strong understanding of financial statements, modeling, and performance metrics.
• Advanced Excel, pivot tables, and financial modeling skills.
• Experience creating executive dashboards and KPI reporting.
• Ability to prioritize and meet deadlines in a fast-paced environment.
• Excellent analytical, organizational, and communication skills.

Responsibilities

• Prepare and maintain monthly dashboards, KPI reporting, and management reporting packages.
• Analyze financial and operational performance metrics and provide leadership with insights.
• Monitor budgeted costs and ensure alignment with financial goals.
• Perform monthly variance analysis and identify drivers and trends.
• Support annual budgeting with data collection, consolidation, and reporting.
• Assist departments in developing budgets and forecasts.
• Track budgeting deadlines and ensure timely deliverables.
• Prepare recurring and ad hoc financial reports and analyses for senior management.
• Develop financial models to support planning, initiatives, and investments.
• Collaborate with accounting and operations to ensure data accuracy.
• Identify opportunities for FP&A process improvements and efficiency.
• Support month-end and quarter-end close activities.

Skills

Advanced Excel

Financial modeling

KPI reporting

Forecasting

Variance analysis

Communication

Education

Bachelor's in Finance or related

Tools

Power BI

Tableau

OneStream

Adaptive Planning

Job description

Our client is a rapidly growing energy services company headquartered in Bellevue, WA, dedicated to delivering innovative solutions that help customers optimize energy usage, improve efficiency, and support sustainable growth. As the organization continues to expand, they are seeking a highly analytical and results-driven Financial Analyst to join their finance team.

Position Summary

The Financial Analyst will play a key role in financial planning and analysis activities, supporting business leaders with meaningful insights, reporting, forecasting, and budgeting processes. This position will be responsible for maintaining monthly dashboards and KPI reporting, analyzing financial performance, managing budgeted costs, and providing actionable recommendations to drive operational and financial improvements.

Key Responsibilities

• Prepare and maintain monthly financial dashboards, KPI reporting, and management reporting packages.
• Analyze financial and operational performance metrics, providing insights and recommendations to leadership.
• Monitor budgeted costs and expenses, ensuring alignment with organizational financial goals.
• Perform monthly variance analysis, identifying key drivers and trends compared to budget, forecast, and prior periods.
• Support the annual budgeting process, including timeline management, data collection, consolidation, and reporting.
• Assist department leaders in developing budgets and financial forecasts.
• Track budgeting deadlines and ensure timely completion of deliverables across the organization.
• Prepare recurring and ad hoc financial reports, analyses, and presentations for senior management.
• Develop financial models to support strategic planning, business initiatives, and investment decisions.
• Collaborate with accounting and operational teams to ensure accuracy of financial data and reporting.
• Identify opportunities for process improvements and increased efficiency within FP&A and reporting functions.
• Support month-end and quarter-end close activities as needed.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
• Minimum of 5 years of progressive financial analysis, FP&A, or corporate finance experience.
• Experience supporting budgeting, forecasting, and variance analysis processes.
• Strong understanding of financial statements, financial modeling, and business performance metrics.
• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and financial modeling.
• Experience creating executive-level dashboards and KPI reporting.
• Ability to manage multiple priorities and meet critical deadlines in a fast-paced, growing environment.
• Excellent analytical, organizational, and problem-solving skills.
• Strong communication skills with the ability to present financial information to non-financial stakeholders.
• Experience working within the energy, utilities, infrastructure, construction, engineering, or related industries is a plus.

Preferred Qualifications

• Experience with financial planning and reporting systems such as Adaptive Planning, OneStream, Power BI, Tableau, or similar tools.
• Experience supporting high-growth organizations.

Our client offers a base salary range of $120,000 to $130,000 base + annual bonus target.

Medical, dental, vision, 401K + match, holiday pay, and PTO.