Financial Analyst

UST; Philadelphia (Philadelphia County); On-site; USD 67,000 - 99,000; Full time

Benefits offered by this job

401(k) matching

Medical, dental, vision insurance

Paid time off & holidays

Job summary

UST is seeking a highly capable Financial Analyst to support financial planning, expense management, forecasting, budgeting, and decision-making across operational and technology portfolios in a dynamic environment.

The Lead I role focuses on developing budgets, tracking expenditures, and delivering executive reports to guide strategic priorities. Strong Excel, FP&A, and ERP experience are essential for success.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
• 5+ years FP&A, Financial Analysis, Accounting, or Corporate Finance experience.
• Experience budgeting, forecasting, and financial reporting for a department or enterprise.
• Experience tracking variances and performance metrics.
• Advanced Excel skills including financial modeling and data analysis.
• Experience with SAP, Oracle, Hyperion, Workday or similar systems.
• Ability to present financial insights to senior leadership.

Responsibilities

• Develop, maintain, and manage annual budgets, forecasts, and long-range financial plans.
• Monitor operational and project expenditures against approved budgets.
• Track actual spend vs budget and forecast; perform variance analysis.
• Prepare financial reports, dashboards, and executive summaries for leadership review.
• Generate monthly financial outlooks and projections.
• Monitor project financials including budgets, forecasts, costs, and capex/opex.
• Collaborate with project managers and business leaders to track financial performance.
• Work with senior leaders and portfolio managers to understand financial priorities.

Skills

Budgeting

Forecasting

Financial reporting

Excel modeling

Variance analysis

Executive communication

Education

Bachelor's degree in Finance/Accounting/Economics/Business Admin

CPA/CMA/MBA preferred

Tools

SAP

Oracle

Hyperion

Workday

Power BI

Tableau

Job description

Who We Are

Born digital, UST transforms lives through the power of technology. We walk alongside our clients and partners, embedding innovation and agility into everything they do. We help them create transformative experiences and human-centered solutions for a better world.

Role Description

Financial Analyst

Lead I - Business Finance

Who We Are

Born digital, UST transforms lives through the power of technology. We walk alongside our clients and partners, embedding innovation and agility into everything they do. We help them create transformative experiences and human-centered solutions for a better world.

UST is a mission-driven group of 29,000+ practical problem solvers and creative thinkers in more than 30 countries. Our entrepreneurial teams are empowered to innovate, act nimbly, and create a lasting and sustainable impact for our clients, their customers, and the communities in which we live.

With us, you’ll create a boundless impact that transforms your career—and the lives of people across the world.

Visit us at UST.com.

You Are

UST is searching for a highly motivated and analytical Financial Analyst to support financial planning, expense management, forecasting, budgeting, and business decision‑making across key operational and technology portfolios.

The Opportunity

• Develop, maintain, and manage annual budgets, forecasts, and long‑range financial plans
• Monitor operational and project‑related expenditures against approved budgets
• Track actual spend versus budget and forecast; perform detailed variance analysis
• Prepare financial reports, dashboards, and executive summaries for leadership review
• Generate monthly financial outlooks and projections
• Monitor project financials, including budgets, forecasts, resource costs, and capital/operational expenditures
• Collaborate with project managers and business leaders to track financial performance
• Work directly with senior leaders and portfolio managers to understand financial priorities

This position description identifies the responsibilities and tasks typically associated with the performance of the position. Other relevant essential functions may be required.

What You Need

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field
• Experience Required
• 5+ years of experience in Financial Planning & Analysis (FP&A), Financial Analysis, Accounting, or Corporate Finance
• Strong experience managing budgets, forecasts, and financial reporting for a department, business unit, or enterprise function
• Experience tracking and analyzing financial variances and performance metrics
• Skills & Technical Competencies
• Advanced proficiency in Microsoft Excel, including financial modeling and data analysis
• Experience working with financial systems (SAP, Oracle, Hyperion, Workday, or similar platforms)
• Strong experience in financial planning, budget management, and forecasting
• Proficiency in variance analysis and cost optimization identification
• Knowledge & Core Competencies
• Strong understanding of accounting principles and financial statements
• Financial analysis and business decision‑making expertise
• Project financial management and ROI analysis capabilities
• Understanding of financial compliance, policies, and audit requirements
• Ability to present financial insights clearly to senior leadership
• Preferred Qualifications
• CPA, CMA, MBA, or equivalent professional certification
• Experience in Healthcare or Health Insurance industry
• Experience supporting IT, Operations, or Project Portfolio financial management
• Experience with Power BI, Tableau, or advanced reporting tools

Compensation can differ depending on factors including but not limited to the specific office location, role, skill set, education, and level of experience. UST provides a reasonable range of compensation for roles that may be hired in various U.S. markets as set forth below.

Role Location

Pennsylvania

Compensation Range

$67,000-$99,000

Benefits

• Full-time, regular employees accrue a minimum of 10 days of paid vacation per year, receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year), 10 paid holidays, and are eligible for paid bereavement leave and jury duty.
• They are eligible to participate in the Company’s 401(k) Retirement Plan with employer matching.
• They and their dependents residing in the US are eligible for medical, dental, and vision insurance, as well as the following Company-paid Employee Only benefits: basic life insurance, accidental death and disability insurance, and short- and long-term disability benefits.
• Regular employees may purchase additional voluntary short-term disability benefits, and participate in a Health Savings Account (HSA) as well as a Flexible Spending Account (FSA) for healthcare, dependent child care, and/or commuting expenses as allowable under IRS guidelines.
• Benefits offerings vary in Puerto Rico.
• Part-time employees receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year) and are eligible to participate in the Company’s 401(k) Retirement Plan with employer matching.
• Full-time temporary employees receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year) and are eligible to participate in the Company’s 401(k) program with employer matching. They and their dependents residing in the US are eligible for medical, dental, and vision insurance.
• Part-time temporary employees receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year).
• All US employees who work in a state or locality with more generous paid sick leave benefits than specified here will receive the benefit of those sick leave laws.

What We Believe

We proudly embrace the values that have shaped UST since day one. We build our culture of Humility, Humanity, and Integrity. These values inspire us to nurture a people‑first, human centric culture that fosters diversity, prioritizes sustainable solutions, and keeps our people and clients at the forefront of all decisions.

Humility

We will listen, learn, be empathetic and help selflessly in our interactions with everyone.

Humanity

Through business, we will better the lives of those less fortunate than ourselves.

Integrity

We honor our commitments and act with responsibility in all our relationships.

Equal Employment Opportunity Statement

UST is an Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other applicable characteristics protected by law. We will consider qualified applicants with arrest or conviction records in accordance with state and local laws and “fair chance” ordinances.

UST reserves the right to periodically redefine your roles and responsibilities based on the requirements of the organization and/or your performance.

#UST #CB

Skills

Power BI, SAP, Oracle, Financial Analysis