Financial Analyst jobs in United States
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CompassX Group · 2 hours ago

Financial Analyst

positionIrvine, CA
timeFull-time
remoteHybrid
seniorityMid Level
money$45/hr - $55/hr
date3+ years exp

CompassX Group is a company focused on leading strategic initiatives and transformational projects for their clients. They are seeking a Financial Analyst to manage the financial health of complex Digital & Technology portfolios, ensuring strategic technology investments are tracked and delivered clearly.

Business DevelopmentConsultingInformation TechnologyManagement Consulting

Responsibilities

Drive Financial Planning: Maintain and manage the master budget tracker by period, ensuring total accuracy across the D&T portfolio
Master Reporting Cycles: Lead period-end and quarter-end lockdown and reporting activities to provide stakeholders with clear financial visibility
Lead Tech Fee Billing: Execute the per-period technology billing process and lead the strategic transition of tech fee tracking from OneSource to MTB
Maximize R&D Value: Partner directly with D&T Budget Owners to facilitate annual R&D tax credit documentation and reporting
Organize the Portfolio: Build and maintain a centralized Confluence repository for all TB-owned, enterprise, and third-party platforms
Standardize Tools: Develop a consolidated view of collaboration and product development tools, mapping their purpose and budget locations
Enable Prioritization: Support leadership in establishing standardized processes for tracking funding requests and final decision-making

Qualification

Financial analysisBudget trackingConfluenceExcelStakeholder managementOperational excellenceConsulting mindsetFinancial management toolsOneSourceMTB

Required

3–5 years of experience in financial analysis, ideally within a consulting or technology-driven environment
Strong familiarity with core expense management, budget tracking, and period-end reporting
Proficiency with Confluence, Excel, and financial management tools; experience with OneSource or MTB is a plus
Ability to partner with Budget Owners and technical leaders to gather documentation and drive consensus
A track record of executing complex billing processes and improving visibility for cross-functional teams
A self-driven, outcome-oriented approach with the ability to serve as the 'single source of truth' for financial data
Bachelor's degree in Finance, Business, or a related field

Company

CompassX Group

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Business Management, IT Consulting
dateFounded in 2009
location
Irvine, California, USA
people-size11-50 employees
web-link
http://www.compassx.com/

Funding

Current Stage
Early Stage

Recent News

Morningstar
Compass Group Earnings: Strong New Business Growth Drives Strong Performance
2025-01-11
Company data provided by crunchbase