Job Description

The Financial Analyst supports financial planning, forecasting, and performance analysis across the organization.

• This role applies financial and operational data to evaluate business performance, develop forward-looking insights, and support decision-making.
• Building on a foundation in accounting, the position contributes to budgeting, forecasting, and financial modeling activities, and partners with internal stakeholders to assess the financial impact of business initiatives and identify risks and opportunities.

Responsibilities

Financial Analyst Responsibilities:

• Performs financial analysis, forecasting, and modeling to evaluate business performance and support decision-making.
• The role interprets financial and operational data, identifies trends and risks, and develops insights and recommendations that contribute to financial planning and business operations.
• Analyze financial and operational results to identify trends, variances, and key drivers of business performance
• Development of forecasts, budgets, and reforecasts across business areas
• Build and maintain financial models to evaluate business scenarios, initiatives, and performance outcomes
• Translate financial results from Business Central and other systems into actionable insights for leadership
• Partner with cross-functional teams to assess financial impact and support business decision-making
• Provide variance analysis and explanations of actual results compared to the budget and forecast
• Evaluate business initiatives through cost analysis, ROI considerations, and performance tracking
• Support financial close by analyzing results and identifying key drivers of period performance
• Contribute to financial reporting packages, dashboards, and presentations for management
• Identify opportunities to improve reporting processes, data accuracy, and financial visibility
• Contribute to long-term planning and strategic financial analysis
• Develop financial assumptions and apply judgment in analyzing trends, risks, and opportunities
• Perform other duties as assigned in support of finance operations

Qualifications

Financial Analyst Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 2+ years of relevant experience in accounting, financial analysis, or FP&A
• Strong Excel and financial modeling skills
• Working knowledge of financial statements and accounting principles
• Ability to analyze data and communicate insights clearly
• Strong attention to detail and analytical thinking

Preferred Qualifications:

• Experience with budgeting, forecasting, or FP&A processes
• Familiarity with Business Central or similar ERP systems
• Experience supporting cross-functional business teams
• Exposure to financial modeling and performance analysis

Knowledge Services strives to offer a modern, professional environment that provides Team Members an inviting, comfortable, and collaborative place to work to maximize success.

At Knowledge Services, we prioritize creating an environment that supports our Team Members’ success and personal well-being with a robust benefits package, some of which include:

• Medical coverage, including employer match program for Health Savings Accounts (HSAs)
• Generous 401k retirement plan with employer match
• Dependent Care Flexible Spending Account (DCFSA)
• Employee Assistance Program (EAP) with unlimited usage and visits and wellness program
• Dental and Vision insurance
• Company-sponsored life insurance, with options for additional coverage
• Short- and Long-Term Disability (STD and LTD) benefits
• Pet insurance
• Maternity, Paternity, and Military benefits
• Baby on Board program
• Paid Time Off package
• Company Anniversary Bonus program
• Professional Development opportunities, including Young Professional Series, Manager Focus series, Cyber Security panels and briefs, and more
• A+ rated HQ office full of amenities including fitness center, rec room, coffee bars, bike room, café, auditorium, private Mother’s room, and more

Knowledge Services, established in 1994 and headquartered in Indianapolis, IN, is a certified woman-owned (WBE) professional services organization with over 1500 employees located in offices throughout North America. Founded by Julie Bielawski, CEO of Guidesoft, Inc., dba Knowledge Services is an industry leader in Managed Service Programs (MSP), Vendor Management System (VMS), Employer of Record / Payroll Services, Workforce Management, Survey Management, and MSP for Vocational Rehabilitation Services. We provide outstanding services to major organizations in various industries, including IT, Healthcare, Federal, State, and local Governments, Public Utilities, Telecom, and more.

As such, Knowledge Services is committed to providing opportunities for growth – in our company, in each Team Member and in our relationships. We believe titles do not define a person but provide a framework to each person’s endless potential. Our focus on improving our team, product and processes drive us every day. We are guided by our four Pillars that set the foundation of who we are and how we conduct business: Knowledge, Integrity, Innovation, and Service.

Knowledge Services is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Veterans, military families, and people with disabilities are encouraged to apply.

Applicants with disabilities may contact Human Resources via telephone, e-mail, and other means to request and arrange for accommodations. Please contact the Human Resources Team at HR@knowledgeservices.com or 317-806-0014.

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