Financial Analyst jobs in United States
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CompassX Group · 6 hours ago

Financial Analyst

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

CompassX Group is a company that leads high-priority strategic initiatives and transformational projects. They are seeking a Financial Analyst to manage the financial health of complex Digital & Technology portfolios, ensuring strategic technology investments are tracked and delivered with clarity.

Business DevelopmentConsultingInformation TechnologyManagement Consulting

Responsibilities

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

Qualification

Financial analysisBudget trackingPeriod-end reportingConfluenceExcelOneSourceMTBStakeholder managementOperational excellenceConsulting mindset

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