Job Description

Job Description

Job Description

At RedHelm, we deliver tailored technology solutions designed to support our clients as they grow and to respond immediately when threats arise. Our mission is rooted in partnership, precision, and protection — values that are reflected in our name. RedHelm symbolizes elite protection, decisive leadership, and forward-driven strength, aligning closely with our commitment to excellence in everything we do.

We have a clear vision as an employer: to be the preferred technology employer for skill mastery, team formation, and career longevity. That vision is supported by a strong foundation of core ideals shared by every member of our team. We answer the call in moments of urgency or uncertainty, responding with focus, composure, and dependability. We own it by stepping up, following through, and taking pride in delivering what matters most to our clients and partners. We act with integrity, doing what's right—not just what's easy—while contributing to the communities we serve. We continuously raise the bar, bringing discipline, precision, and a drive for improvement to every challenge we face. And above all, we win together, celebrating our shared successes as one united team.

At RedHelm, we don't just build technology—we build trust, deliver impact, and lead with purpose.

About the Role

RedHelm is seeking a hands-on Financial Analyst to support budgeting, forecasting, and decision analytics across our MSP/MSSP business. In this role, you'll build and maintain Power BI dashboards, develop financial models, and partner with Accounting, Sales, and Operations to turn data into actionable insights — improving growth, margin, and cash performance.

What You'll Do

• Own monthly FP&A rhythms, including variance analysis, KPI packs, forecast updates, and board-ready reporting.
• Build and maintain Power BI dashboards for MRR/NRR, churn and retention, utilization, project margins, deferred revenue/prepaids, AR/AP, and cash flow.
• Develop driver-based models for revenue, headcount and capacity, pricing and mix, project gross margin, and SaaS metrics.
• Support the annual operating plan and rolling forecasts, tracking risks and opportunities.
• Partner with Accounting on close analytics and reconciliations, including deferred revenue, prepaid COGS, and revenue recognition checks.
• Extract, clean, and consolidate data from multiple systems (ERP, PSA/ITSM, CRM, billing, and time tracking) into cohesive datasets for analysis.
• Improve data hygiene and definitions across systems to ensure a single source of truth.
• Present insights clearly to non-finance partners, recommending actions and measuring impact.

Experience Required

• 2–3 years of post-graduate experience in FP&A, corporate finance, or analytics.
• Bachelor's degree in Finance, Accounting, Economics, Statistics, or a related field.
• Strong proficiency in Power BI (DAX, Power Query) and financial modeling in Excel.
• Skilled in working with large datasets and translating business questions into analytical outputs.

Preferred Experience (Nice to Have)

• Experience with NetSuite: saved searches, SuiteAnalytics/Workbook, CSV exports, and reconciling ERP data to reports.
• Experience integrating data across systems, including ERP (e.g., NetSuite), PSA/ITSM (e.g., Halo), CRM (e.g., Salesforce or HubSpot), and billing/vendor portals.
• Advanced Excel skills: Power Query (M), Power Pivot/data models, PivotTables, XLOOKUP/INDEX-MATCH, SUMIFS, scenario and sensitivity modeling; ability to audit and optimize complex workbooks.
• Familiarity with Microsoft Fabric (OneLake, pipelines, notebooks) or exposure to a modern data stack.
• Working knowledge of SQL; experience with Python or R a plus.
• Experience in services, SaaS, or MSP/MSSP environments.

How You Work

• Detail-oriented, organized, and deadline-driven.
• Clear communicator who can simplify complex analysis for executives and frontline managers.
• Curious, resourceful, and adaptable in a fast-changing environment.

Location

Hybrid/flexible within the U.S. with ability to be Remote (office hubs in Pittsburgh, PA; Atlanta, GA; Columbus, OH). Candidates near these hubs are preferred.

Compensation and Benefits

This is a full-time, exempt, salaried position offering $65,000–$75,000 base salary. This role is also eligible for medical, dental, and vision insurance, as well as 401(k) participation.

Job Tags

Similar Jobs