Hybrid Financial Analyst: Budgeting, Forecasting & Revenue

TEKsystems; United States; Hybrid; USD 60,000 - 73,000; Full time

Benefits offered by this job

Wellness allowance $500

Hybrid work schedule

Medical/dental/vision coverage

Generous PTO

Job summary

TEKsystems in Oldsmar, FL is seeking a data-driven Business Analyst (Financial Analyst) to transform complex financial data into actionable business insights. You will partner with Sales, Operations, Leadership, and Finance to drive budgeting, P&L, forecasting, pricing strategy, and revenue reporting.

The role demands advanced Excel skills, BI exposure, and cross-functional collaboration to identify growth opportunities and improve financial processes.

Qualifications

• Bachelor's Degree in Finance, Accounting, Economics, or related field.
• 3-5+ years of Financial Analysis experience.
• Advanced Microsoft Excel: Pivot Tables, VLOOKUP/XLOOKUP, complex formulas, financial modeling, reporting & dashboards.
• Experience with Business Intelligence and reporting tools.
• Strong data analysis to identify trends, opportunities and risks.
• Excellent written and verbal communication for stakeholder presentations.

Responsibilities

• Own and manage the annual budgeting process and financial planning initiatives.
• Track monthly/quarterly performance against budget and forecast targets.
• Develop and maintain revenue forecasts and monthly revenue calendars.
• Analyze sales pipeline data to predict future revenue trends.
• Partner with Sales and Account Management to identify revenue opportunities across client portfolios.
• Oversee client billing activities and provide financial analysis & reporting.
• Manage partner revenue-sharing processes and related financial reporting.
• Identify process improvements, cost savings, and operational efficiencies in financeOps.
• Serve as the financial SME for Salesforce and Service Cloud reporting and data analysis.
• Deliver pricing analysis and recommendations to support sales strategy and profitability goals.
• Build pricing tools, calculators, and financial models for internal stakeholders.
• Support RFP responses with financial and pricing insights.

Skills

Pivot Tables

VLOOKUP

XLOOKUP

Financial modeling

Reporting & dashboards

Education

Bachelor's Degree in Finance/Accounting/Economics

Tools

Salesforce

HubSpot

Job description

TEKsystems in Oldsmar, FL is seeking a data-driven Business Analyst (Financial Analyst) to transform complex financial data into actionable business insights. You will partner with Sales, Operations, Leadership, and Finance to drive budgeting, P&L, forecasting, pricing strategy, and revenue reporting.

The role demands advanced Excel skills, BI exposure, and cross-functional collaboration to identify growth opportunities and improve financial processes.