Hybrid Finance Analyst: Budgeting, Forecasting & Reporting

JSM Consulting Inc.; New York (NY); Hybrid; USD 70,000 - 100,000; Full time

Job summary

JSM Consulting Inc. in New York is seeking a Business Analyst to support financial reporting and IT-related financial activities. This is not a technical BA role, but a role centered on budgeting, forecasting, and cost analysis within a hybrid work setting.

Key responsibilities include managing contracts, updating daily financial models in Excel, and collaborating with IT, Procurement, and Budget Managers to explain variances and ensure smooth renewals and onboarding of resources.

Qualifications

• Bachelor's degree in Business Administration, Finance, Public Administration, or equivalent, or 4–6 years of relevant experience.
• Strong MS skills, particularly Excel; Power BI a plus.
• Ability to perform high-volume work accurately and independently in a fast-paced environment.
• Budgeting, Variance Analysis and reconciliation experience.
• Ability to manage rolling financial models.

Responsibilities

• Track IT contracts and ensure renewals are processed without service interruption.
• Forecast and track expenses using Excel for daily model updates.
• Handle monthly accounting transactions including accruals and reclass entries.
• Perform basic financial analysis including reconciliations, variance commentary, cost-benefits and budget optimization.
• Work with Budget Managers to understand and explain variances.
• Track and support consulting/professional services engagements in Beeline Vendor Management System and assist with onboarding new resources.

Skills

Excel Expertise

Power BI

Budgeting

Variance Analysis

Financial Modeling

SQL or Python

Education

Bachelor's degree / 4–6 years experience

Tools

Beeline Vendor Management System

PeopleSoft ERP

Hyperion

ServiceNow

SQL/Python for data extraction

Job description

JSM Consulting Inc. in New York is seeking a Business Analyst to support financial reporting and IT-related financial activities. This is not a technical BA role, but a role centered on budgeting, forecasting, and cost analysis within a hybrid work setting.

Key responsibilities include managing contracts, updating daily financial models in Excel, and collaborating with IT, Procurement, and Budget Managers to explain variances and ensure smooth renewals and onboarding of resources.