Financial Anayst

Responsibilities

• Core Responsibilities
• 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.
• Core Requirements
• 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.
• What Success Looks Like
• Demonstrates intellectual curiosity and a strong desire to understand business operations.
• Builds trusted partnerships with finance, operations, and leadership teams.
• Identifies meaningful trends and opportunities that improve business performance.
• Leverages data to influence decisions and drive measurable results.
• Continuously seeks opportunities to automate processes and improve reporting efficiency.
• Quickly adapts to ch

Additional Information

At PEARCE , we've got a career for you! Pearce is a leading technology-enabled provider of asset management solutions for mission-critical electromechanical infrastructure throughout North America. Pearce provides technical maintenance, repair, operations, and engineering services for uninterruptible power supply (UPS) systems, backup power generators, battery energy storage systems (BESS), critical cooling systems, and other electrical and mechanical infrastructure across end markets such as renewable energy, telecom, and data centers. Founded in 1998, Pearce has more than 4,000 employees and 28 locations across the U.S. Pearce is a wholly owned subsidiary of CBRE Group, Inc., the world's largest commercial real estate services and investment firm. To learn more about Pearce visit http://www.pearce-services.com .

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