Financial Analyst jobs in United States
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Swoon · 21 hours ago

Financial Analyst

Swoon is seeking an experienced Digital & Technology Financial Analyst to support internal digital and technology financial management. This role focuses on budget tracking, expense management, internal billing, and financial reporting for technology portfolios.

ConsultingHuman ResourcesInformation TechnologyLegalStaffing Agency
Hiring Manager
Mark Ryan Salvador
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Responsibilities

Maintain and manage the master digital and technology budget tracker by period
Track actuals, forecasts, and variances across technology spend
Support period-end and quarter-end close and reporting activities
Ensure financial data accuracy and timely updates
Execute recurring internal technology billing processes under leadership oversight
Maintain and transition technology fee tracking to improve visibility and access
Support internal cost allocation and expense management processes
Partner with digital and technology budget owners to support annual R&D tax credit documentation
Assist with data collection and validation primarily during Q1 and Q2
Create and maintain a centralized Confluence repository of internal platforms and tools
Document platform purpose, ownership, points of contact, and budget alignment
Support standardized processes for tracking funding requests, approvals, and final funding decisions

Qualification

Financial analysisBudget trackingExpense managementAdvanced ExcelPower BIAnalytical mindsetDigital technology experienceLarge enterprise financeDetail-oriented

Required

5–7 years of financial analyst experience
Strong experience with expense management and budget tracking
Advanced Excel skills
Highly detail-oriented with a strong analytical mindset
Ability to hit the ground running with minimal ramp-up

Preferred

Experience supporting digital or technology organizations
Power BI experience
Large enterprise or government finance background

Company

In 2010, Swoon launched an agile, client-focused team that is not only savvy in our core industries but elbow-deep, every day, getting to know the strongest talent in the technology and professional fields.

Funding

Current Stage
Late Stage

Leadership Team

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Andy Baker
Co-Founder and Leadership Advisor
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Alyssa Holtz
Client Partner
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Company data provided by crunchbase