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Financial Analyst
Financial AnalystAdvantage Tech • Kansas City, KS, US
Financial Analyst

Financial Analyst

Advantage Tech • Kansas City, KS, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description
Job Expectations
Financial Analysis & Reporting
  • Analyze performance drivers across departments and product lines to highlight profitability gaps and opportunities.
  • Deliver actionable reporting on net revenue, EBITDA, payroll-to-revenue ratio, and departmental utilization.
  • Collaborate with the CFO and CEO to build executive-level reporting and ShoreView-facing financial packages.
Client & Time-Based Profitability
  • Conduct deep-dive profitability analysis at the partner, department, and service line level.
  • Provide visibility into time tracking data to support accurate scoping, over-servicing alerts, and staffing efficiency.
  • Help guide leaders in pricing adjustments, bundling strategies, and resource modeling.
Budgeting & Forecasting
  • Lead monthly forecasting and budgeting cycles in partnership with department heads.
  • Build scenario models that assess risks, forecast revenue changes, and simulate cost outcomes.
Systems Optimization
  • Leverage tools like NetSuite, Salesforce, and Paylocity to streamline financial data and reporting workflows.
  • Customize dashboards and create automation opportunities that reduce manual reporting dependencies.
Strategic Initiatives
  • Contribute to major company priorities including operational efficiency, storage industry focus, and product-led transformation.
  • Support the evaluation of strategic investments, pricing models, or acquisitions with financial diligence.
Job Qualifications
  • Strong understanding of financial modeling, budgeting, and forecasting.
  • Proficiency in NetSuite with hands-on experience in financial reporting, budgeting, and customization.
  • Advanced Excel skills and familiarity with other financial software.
  • Excellent analytical and problem-solving abilities.
  • Strong communication skills with the ability to present complex financial data in a clear and concise manner.
  • Ability to work collaboratively in a fast-paced, team-oriented environment.
  • Knowledge of the marketing industry and its financial drivers is a plus.
Required Experience
  • 3-6 years of experience in financial analysis, FP&A, or strategic finance.
  • Strong understanding of service business economics and private equity-backed reporting cycles.
  • Advanced Excel or Google Sheets skills; familiarity with BI tools (Power BI, Tableau) a plus.
  • Hands-on experience with NetSuite and Salesforce preferred.
  • Skilled in turning complex data into clear, visual insights that support decision-making.
  • Comfortable engaging with executive leadership and challenging the status quo with data
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Financial Analyst • Kansas City, KS, US

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