Financial Analyst & Revenue Insights Lead (Hybrid)

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

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