Financial Analyst

Pearce Services

Financial Analyst assisting business leaders in operational and financial performance decisions at Pearce Services. Collaborating with finance, operations, and data analytics teams to drive actionable insights.

Posted 6/23/2026full-timeRemote • California, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $90,000 per yearWebsite

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Partner with finance and operations leadership to analyze business performance and identify opportunities for operational efficiency, cost savings, and process improvements.
Support monthly, quarterly, and annual forecasting processes by developing analyses, validating assumptions, and providing actionable insights.
Prepare and maintain weekly, monthly, and quarterly financial and operational reporting packages for leadership.
Develop ad hoc analyses and deep-dive reporting to support strategic initiatives and business decision-making.
Collaborate with the Data Analytics team to automate reporting, improve data accessibility, and enhance dashboard capabilities.
Gather, organize, validate, and reconcile data from multiple systems to ensure reporting accuracy and consistency.
Perform margin, profitability, and cost analyses to identify trends and opportunities for improved business performance.
Learn and become a subject matter expert in business systems, reporting platforms, and financial data sources.
Assist in the development and maintenance of reports, dashboards, and key performance indicators (KPIs).
Support cross-functional teams by translating data into clear business recommendations and actionable insights.
Promote reporting standardization, process improvements, and best practices across business units.
Present findings and recommendations in a concise and meaningful way to both financial and non-financial stakeholders.
Perform additional duties and special projects as assigned.

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Quantitative Analysis, or a related field preferred.
3–5 years of experience in financial analysis, business analytics, operational analytics, or related roles.
Strong understanding of financial statements, including income statements, balance sheets, and cash flow statements.
Advanced Microsoft Excel skills, including Pivot Tables, XLOOKUP/VLOOKUP, INDEX/MATCH, nested formulas, financial modeling, and large dataset analysis.
Experience working with large datasets and converting complex information into actionable business recommendations.
Ability to analyze trends, identify business drivers, and provide data-supported recommendations.
Strong communication skills with the ability to present complex information clearly and effectively.
Experience partnering with business leaders and supporting cross-functional decision-making.
Strong attention to detail and commitment to data integrity and accuracy.
Self-motivated, organized, and able to manage multiple priorities in a fast-paced environment.
Ability to work independently while maintaining strong collaboration across teams.
Experience with Power BI, Salesforce, Adaptive Insights, NetSuite, or similar reporting and ERP platforms preferred.

Benefits

Comp & perks

Health insurance
Life insurance
Paid time off
401k with employer match
Tuition reimbursement
Professional development courses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisbusiness analyticsoperational analyticsfinancial modelingdata analysisreportingcost analysismargin analysisforecastingdata validation

Soft Skills

communicationattention to detailorganizational skillsself-motivationcollaborationanalytical thinkingproblem-solvingpresentation skillstime managementcross-functional teamwork