Strategic Financial Analyst: Budgets, Forecasts & SAP

Intelliswift - An LTTS Company; Plano (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

Intelliswift - An LTTS Company in Plano, TX is seeking a Financial Analyst to support monthly financial cycles, budgeting, forecasting, and financial modeling. The role collaborates with HR and cross-functional teams.

Requirements include a Bachelor's in accounting or related field and 5-7 years of experience; strong analytical skills and proficiency in Excel, SAP, and PowerPoint; ability to work independently.

Qualifications

• Bachelor's degree in accounting or related financial discipline required.
• 5-7 years financial and/or accounting experience required.
• Experience with budgeting, forecasting, and financial modeling.
• Strong analytical and communication skills.

Responsibilities

• Oversee the monthly financial cycle, including vendor onboarding, bank setup, contract review with the legal team, and invoice processing using SAP.
• Ensure accuracy and compliance in all financial transactions.
• Develop and maintain budgets, forecasts, and financial models to guide organizational planning and decision-making.
• Lead monthly meetings with cross-functional teams to discuss financial performance, identify trends, and address ad hoc tasks.
• Provide financial analysis support to HR functions, ensuring alignment with organizational goals.

Skills

Budget forecasting

Financial analysis

Root cause analysis

Education

Bachelor's degree in accounting or related financial discipline

Advanced degree preferred

Tools

SAP

Excel

Word

PowerPoint

Job description

Intelliswift - An LTTS Company in Plano, TX is seeking a Financial Analyst to support monthly financial cycles, budgeting, forecasting, and financial modeling. The role collaborates with HR and cross-functional teams.

Requirements include a Bachelor's in accounting or related field and 5-7 years of experience; strong analytical skills and proficiency in Excel, SAP, and PowerPoint; ability to work independently.