HSO · 2 weeks ago
Financial Planning and Analysis Analyst
New York, United States
Full-time
Onsite
Entry, Mid Level
2+ years expHSO is seeking a Financial Planning and Analysis Analyst to support the annual budgeting process and create forecasts for future financial performance. The role involves maintaining financial models, preparing reports, and collaborating with various departments to align financial plans with strategic objectives.
AnalyticsCloud InfrastructureInformation TechnologySoftware
Responsibilities
Support the annual budgeting process and create regular forecasts to predict future revenues, expenses, cash flow and headcount
Maintain and update financial models under guidance from other senior team members to support growth and profitability initiatives
Compare actual financial results against budgets and forecasts, and flag key variances for senior team review
Assist in preparing high-quality financial reports and dashboards that summarize KPI’s and communicate clearly to other teams
Work with other departments to help collect data and support the alignment of financial plans with overall strategic objectives and ensure financial data is understood by non-finance stakeholders
Support long-range financial planning that create insights into profitability, utilization, and expense trends
Participate in ad hoc analyses (scenario modeling, margin impacts, project tracking) as directed
Contributing to process improvements by automating reporting or improving model accuracy
Tracking pipeline, bookings, and revenue conversion in partnership with finance and sales teams
Multitasking, being flexible & paying close attention to detail
Communicating in a timely, professional manner
Learning new concepts quickly and thoroughly
Support stakeholders by providing financial reporting, analysis, and clear reports
Clearly communicating complex financial information in a concise and understandable manner
Staying current with both industry trends and the ever-changing growth needs of HSO through continuous improvement
Promoting the mission and Shared Values of our company
Qualification
Required
Bachelor's degree in Finance, Business, Accounting, or a related field
Minimum of two years of experience as a Financial Planning and Analysis Analyst, preferably within a technology or professional services company
Understanding of financial modeling and forecasting techniques with strong Excel skills
Ability to summarize and present complex financial information clearly and concisely to various audiences, from operational teams and executives to non-financial stakeholders
Strong skills in financial software and tools, especially Excel, and PowerPoint for reporting
Ability to manage multiple projects simultaneously, such as budgeting and reporting cycles against deadlines
Strong attention to detail with a meticulous approach to ensure accuracy in financial data and reports in a fast-paced environments
Demonstrated ability to maintain confidentiality and handle sensitive financial information with integrity
Preferred
Familiarity with BI/reporting tools (Power BI, Tableau) a plus
Benefits
Competitive pay
Performance-based bonus
Generous paid time off
Flexible and affordable benefits program
Medical, dental & vision coverage
Flexible spending accounts
Health reimbursement account
401(k) plan with a company match
Company
HSO
HSO provides digital transformation services by designing and managing enterprise-scale Microsoft cloud and AI-based platforms.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-08-13Acquired
Leadership Team
Kostas Tzigizis
Executive Vice President of Sales - US
Manpreet Kalsi
Executive Vice President
Recent News
globallegalchronicle.com
2025-09-13
Mergers & Acquisitions
2025-08-14
2025-08-13
Company data provided by crunchbase