Financial Analyst

Creative Solutions Services, LLC; Plano (TX); On-site; USD 62,000 - 69,000; Full time

Job summary

Creative Solutions Services, LLC is seeking an experienced Financial Analyst for a 12-month contract based in Plano, TX. This onsite role requires strong analytical and accounting skills, with responsibilities spanning budgeting, forecasting, AP/AR, and month-end close.

Ideal candidates will have a Bachelor’s degree in business or finance and 3–5 years of financial analysis experience, including SAP/ERP proficiency and advanced Excel capabilities.

Qualifications

• Bachelor's degree in Business, Accounting, Finance, or a related field.
• 3–5 years of experience in financial analysis, budgeting, forecasting, Accounts Payable (A/P), Accounts Receivable (A/R), financial close, and reconciliations.
• Experience managing vendor invoices, payment processing, and financial records.
• Knowledge of financial reporting, operational analysis, and audit support.
• Experience with SAP or other ERP/financial systems.
• Advanced Microsoft Excel skills.

Responsibilities

• Perform financial analysis, budgeting, forecasting, and budget variance analysis.
• Submit and manage budget requests (Plan Proposals) for marketing programs while ensuring adherence to budget policies and procedures.
• Review, validate, and process vendor invoices, ensuring accuracy and timely payment.
• Manage vendor payment schedules and communicate payment status with vendors.
• Verify purchase orders against invoices and supporting documentation.
• Reconcile Accounts Payable ledgers, resolve discrepancies, and maintain accurate financial records.
• Support month-end close, including accruals, reconciliations, and financial reporting.
• Review Proof of Performance (POP), Bills of Lading (BOL), contracts, and term sheets to ensure payment compliance.

Skills

Financial Analysis

Budgeting

Forecasting

Accounts Payable

Accounts Receivable

Financial Close

Data Analysis

Excel

Vendor Management

Education

Bachelor's degree in Business, Accounting, Finance

Tools

SAP

ERP Systems

Job description

Immediate need for a talented Financial Analyst. This is a 12 months contract opportunity with long-term potential and is location in Plano TX (Onsite).

Pay Range: $45-$50/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities

• Perform financial analysis, budgeting, forecasting, and budget variance analysis.


• Submit and manage budget requests (Plan Proposals) for marketing programs while ensuring adherence to budget policies and procedures.


• Review, validate, and process vendor invoices, ensuring accuracy and timely payment.


• Manage vendor payment schedules and communicate payment status with vendors.


• Verify purchase orders against invoices and supporting documentation.


• Reconcile Accounts Payable ledgers, resolve discrepancies, and maintain accurate financial records.


• Support month-end close, including accruals, reconciliations, and financial reporting.


• Review Proof of Performance (POP), Bills of Lading (BOL), contracts, and term sheets (MDF & SD) to ensure payment compliance.


• Analyze large datasets from multiple sources and prepare quantitative and qualitative reports.


• Collaborate with Sales Finance, Channel Marketing, Procurement, and AP teams to improve financial processes and ensure organizational alignment.


• Identify process improvement opportunities and support implementation through completion.


• Ensure compliance with company policies, financial controls, and audit requirements.

Key Requirements and Technology Experience

• Bachelor's degree in Business, Accounting, Finance, or a related field.


• 3–5 years of experience in financial analysis, budgeting, forecasting, Accounts Payable (A/P), Accounts Receivable (A/R), financial close, and reconciliations.


• Experience managing vendor invoices, payment processing, and financial records.


• Knowledge of financial reporting, operational analysis, and audit support.


• Experience with SAP or other ERP/financial systems.


• Advanced Microsoft Excel skills.


• Financial Analysis


• Budget Forecasting


• Vendor Management


• Accounts Payable & Accounts Receivable


• Invoice Processing & Payment Coordination


• Account Reconciliations


• Month-End Close & Accruals


• Financial Reporting


• Process Improvement


• SAP/ERP Systems


• Data Analysis


• Cross-Functional Collaboration


• Strong analytical and problem-solving skills.


• Excellent attention to detail and organizational abilities.


• Effective written and verbal communication skills.


• Ability to build strong relationships across Finance, Procurement, Sales, Marketing, and Vendor teams.


• Ability to manage multiple priorities in a fast-paced environment while meeting deadlines.


• Self-motivated with the ability to work independently and collaboratively.

Our client is a leading Technology and Consumer Electronics Industry and we are currently interviewing to fill this and other similar contract positions.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.