Hybrid Financial Analyst—Forecasting & Revenue Insights

TEKsystems; Florida; Hybrid; USD 60,000 - 73,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Pre-tax and Roth post-tax benefits

Life Insurance

Short and long-term disability

Health Spending Account (HSA)

Transportation benefits

Paid time off

Holiday schedule

Wellness program

Job summary

TEKsystems in Oldsmar, FL seeks a Financial Analyst for a hybrid contract-to-hire role focusing on financial analysis, Excel modeling, reporting, and revenue forecasting to support pricing decisions and growth.

You will lead budgeting, build forecasting tools, and create pricing models and dashboards within CRM and business systems, collaborating with sales, account management, and operations.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• 3+ years of financial analysis experience.
• Advanced Excel skills: Pivot Tables, VLOOKUP/XLOOKUP, financial modeling.
• Experience with BI and reporting tools.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal and written communication abilities.
• Ability to work independently and manage multiple priorities.

Responsibilities

• Lead and support the annual budgeting process.
• Monitor monthly and quarterly performance against budget targets.
• Develop and maintain revenue forecasts and financial calendars.
• Analyze sales pipeline data and forecast revenue outcomes.
• Identify revenue growth opportunities through portfolio and pricing analysis.
• Manage billing processes and perform related financial analysis.
• Support revenue-sharing calculations and reporting.
• Analyze financial operations and recommend process improvements.
• Maintain and enhance financial data and reporting within CRM and business systems.
• Create pricing models, forecasting tools, and analytical dashboards.
• Provide financial insights to support sales, account management, and strategic business decisions.
• Assist with RFP pricing and financial proposals as needed.

Skills

Financial analysis

Excel modeling

Revenue forecasting

Reporting

BI tools

Data analysis

Communication skills

Independent work

Budgeting

Education

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

Tools

BI tools

CRM platforms (Salesforce/HubSpot)

Microsoft Excel

Job description

TEKsystems in Oldsmar, FL seeks a Financial Analyst for a hybrid contract-to-hire role focusing on financial analysis, Excel modeling, reporting, and revenue forecasting to support pricing decisions and growth.

You will lead budgeting, build forecasting tools, and create pricing models and dashboards within CRM and business systems, collaborating with sales, account management, and operations.