Financial Analyst

Vaco by Highspring; Raleigh (NC); On-site; USD 65,000 - 95,000; Full time

Job summary

Vaco by Highspring seeks a Financial Analyst to join the finance team and partner with sales and business leaders to support profitable growth. You will deliver financial insights, analyze pricing and margin performance, and support forecasting and budgeting with robust models to project revenue and key operating metrics.

The ideal candidate is analytical, business-minded, and able to translate data into actionable recommendations in a fast-paced environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or related field.
• 2-4 years of experience in financial analysis, FP&A, accounting, audit, or related finance function.
• Strong financial modeling, analytical, and problem-solving skills.
• Intermediate to advanced Excel with PivotTables and XLOOKUP.
• Experience with budgeting, forecasting, and variance analysis.
• Experience partnering with Sales, Commercial, or Operations teams.
• Experience in pricing/margin analysis or revenue forecasting.
• Experience with ERP/BI tools is preferred.
• Excellent communication and ability to present to diverse stakeholders.

Responsibilities

• Partner with Sales and business leaders to develop reporting and analytics for growth and profitability.
• Analyze customer, product, pricing, and margin performance to identify trends, risks, and opportunities.
• Prepare monthly and quarterly variance analyses against budget and forecast with insights into key drivers.
• Support forecasting, budgeting, and long-range planning processes.
• Build and maintain financial models projecting revenue, profitability, and operating metrics.
• Evaluate forecast assumptions and communicate risks and opportunities to leadership.
• Develop detailed operating budgets and support ongoing financial planning.
• Provide ad hoc financial analysis for strategic initiatives and pricing decisions.
• Assist with presentations and reporting for finance and leadership.
• Identify process improvements to enhance reporting capabilities and decision support.

Skills

Financial modeling

Analytical thinking

Forecasting

Budgeting

Excel advanced

Communication skills

Cross-functional collaboration

Data analysis

Problem solving

Education

Bachelor's degree in Finance, Accounting, Business, Economics, or related field

Tools

NetSuite

Power BI

Planful

Job description

We are partnering with a local PE backed organization who is seeking a Financial Analyst to join their growing finance team and partner closely with sales and business leaders to support profitable growth. This role will be responsible for delivering financial insights, analyzing pricing and margin performance, supporting forecasting and budgeting processes, and helping drive strategic decision-making. The ideal candidate is analytical, business-minded, and excited about turning data into actionable recommendations.

Responsibilities

• Partner with Sales and business leaders to develop meaningful reporting and analytics that support growth and profitability.
• Analyze customer, product, pricing, and margin performance to identify trends, risks, and opportunities.
• Prepare monthly and quarterly variance analyses against budget and forecast, providing insights into key business drivers.
• Support forecasting, budgeting, and long-range planning processes.
• Build and maintain financial models to project revenue, profitability, and key operating metrics.
• Evaluate forecast assumptions and communicate financial risks and opportunities to leadership.
• Develop detailed operating budgets and support ongoing financial planning activities.
• Provide ad hoc financial analysis to support strategic initiatives, pricing decisions, and business performance reviews.
• Assist with the preparation of presentations and reporting materials for finance and operational leadership.
• Identify process improvement opportunities and help enhance reporting capabilities and financial decision support across the organization.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field.
• 2-4 years of experience in financial analysis, FP&A, accounting, audit, business analytics, or a related finance function.
• Strong financial modeling, analytical, and problem-solving skills.
• Intermediate to advanced Microsoft Excel skills, including PivotTables, XLOOKUPs, and data analysis.
• Experience with financial planning, budgeting, forecasting, and variance analysis.
• Experience partnering directly with Sales, Commercial, or Operations teams.
• Experience in pricing analysis, margin analysis, or revenue forecasting.
• Exposure to high-growth or rapidly evolving business environments.
• Strong communication skills with the ability to present financial information to both finance and non-finance stakeholders.
• Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment.
• Proven ability to analyze large data sets and translate findings into actionable business recommendations.
• Experience with ERP, reporting, and business intelligence tools such as NetSuite, Power BI, Planful, or similar platforms is preferred.
• Strong business acumen and ability to support decision-making within a growing organization.

By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.

Equal Opportunity Notice

Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact [e-mail].

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Representation Notice

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client.

Privacy Notice

Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR and UK GDPR may access our policies here.

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual's skill sets, experience and training;

licensure and certification requirements;

office location and other geographic considerations; and

other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).