Revenue Forecasting Analyst | Budgeting & Power BI

Vizient; Irving (TX); On-site; USD 52,000 - 88,000; Full time

Job summary

Vizient is seeking a Financial Analyst at our Irving, TX corporate office to manage revenue accruals, forecasts, and budgets. You will perform complex financial analysis, identify risks and trends, and deliver actionable recommendations to support corporate financial objectives.

You will collaborate with Category Managers, business unit leaders, and Accounting/Finance leadership to ensure accurate revenue forecasting and provide meaningful insights.

Qualifications

• Relevant degree in Finance, Accounting, or a related field preferred. An advanced degree is a plus.
• Two or more years of relevant experience in accounting, financial analysis, budgeting, or forecasting required.
• High level of proficiency in Microsoft Excel, Access, Power BI, Word, and PowerPoint required.
• Knowledge of financial accounting systems strongly preferred.
• Strong analytical, problem-solving, and critical-thinking skills, with the ability to analyze complex financial information and develop recommendations.
• Strong attention to detail and commitment to financial accuracy.
• Ability to collaborate effectively with Category Managers, business unit leaders, and other key stakeholders.
• Excellent written and verbal communication and presentation skills, including the ability to communicate financial findings and recommendations to management.

Responsibilities

• Analyze and monitor revenue on an ongoing basis for contracts within the supported business units, identifying trends, variances, and potential risks.
• Generate and maintain revenue accruals, forecasts, and budgets to support accurate financial reporting and business planning.
• Perform complex financial analysis to evaluate business unit performance, investigate variances, and recommend appropriate courses of action.
• Help maintain and enhance the Accounting department’s revenue tracking application by providing technical expertise and developing creative solutions to improve functionality and reporting.
• Conduct monthly revenue meetings with Category Managers and senior business unit leaders to review financial performance, validate forecast assumptions, and discuss risks and opportunities.
• Evaluate and challenge revenue forecast assumptions by reviewing contract terms, market share performance, contractual thresholds, cash and sales history, and product segment competition.
• Assess the potential financial impact of significant revenue risks and develop recommendations to mitigate adverse effects on the company’s bottom line.
• Communicate findings from monthly revenue meetings to senior leaders in Accounting/Finance and supported business units, including significant budget variances and material forecast changes, to support corporate financial performance monitoring, year-end projections, and strategic decision-making.
• Develop and maintain Microsoft Power BI dashboards to provide business units with financial insights and support accurate budgeting and forecasting.
• Prepare monthly variance reports for senior management by consolidating and analyzing financial and operational data from multiple sources using advanced Microsoft Excel and Access skills.
• Develop management recommendations based on financial analysis, business trends, and identified risks to improve revenue performance and support business objectives.

Skills

Financial analysis

Budgeting

Forecasting

Accounting systems knowledge

Analytical skills

Attention to detail

Communication & presentation

Collaboration

Education

Bachelor's degree in Finance/Accounting/related field

Advanced degree (plus)

Tools

Microsoft Excel

Microsoft Access

Power BI

Word

PowerPoint

Job description

Vizient is seeking a Financial Analyst at our Irving, TX corporate office to manage revenue accruals, forecasts, and budgets. You will perform complex financial analysis, identify risks and trends, and deliver actionable recommendations to support corporate financial objectives.

You will collaborate with Category Managers, business unit leaders, and Accounting/Finance leadership to ensure accurate revenue forecasting and provide meaningful insights.