CompassX Group

Financial Analyst

CompassX Group

contract

Posted on:

Location Type: Hybrid

Location: Irvine • California • United States

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Salary

💰 $45 - $55 per hour

About the role

  • 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.

Requirements

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

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisbudget trackingperiod-end reportingexpense managementbilling processesR&D tax credit documentationfinancial management toolsdata accuracycollaboration toolsproduct development tools
Soft Skills
stakeholder managementoperational excellenceconsulting mindsetself-drivenoutcome-orientedcross-functional collaborationdecision-making supportdocumentation gatheringconsensus buildingleadership support