Financial Analyst
Velociti, LLC
Location: Riverside, MO (On-Site)
Pay Range: $65,000 - $80,000
Position Summary
Velociti is seeking a Financial Analyst to support the company’s financial planning, reporting, and analysis activities. This role delivers accurate, timely, and actionable financial insights that enable effective decision-making across the organization.
The Financial Analyst partners closely with Accounting, Operations, Sales, and Strategy teams to support month-end close activities, recurring financial reporting, forecasting, and variance analysis. This position plays a key role in ensuring leadership has clear visibility into revenue, margins, operating expenses, and key performance indicators.
This position reports to the Vice President of Finance.
Work Location
This role is based on site at Velociti’s Riverside, MO office. While the position is not remote, occasional work-from-home flexibility may be available with prior coordination and approval.
Key Responsibilities
Monthly Reporting & Close Support
- Prepare and publish recurring monthly financial reporting packages, including Revenue, Gross Profit, SG&A, and PF Adjusted EBITDA, with year-to-date, quarterly, and trailing twelve-month views.
- Partner with Accounting to support month-end close activities, including journal entry support, accrual analysis, and reconciliation reviews.
- Assist in identifying and resolving discrepancies between financial systems and reporting outputs.
Variance & Trend Analysis
- Perform driver-based variance analysis comparing actual results to prior year, budget, and latest forecast.
- Translate financial results into clear business insights, narratives, and recommended actions for leadership.
- Identify emerging risks and opportunities through ongoing trend analysis.
Forecasting & Planning
- Maintain and enhance short- and long-range forecasting models for revenue, margin, operating expenses, and key cash-related KPIs.
- Partner with Finance leadership to align forecasting assumptions, scenarios, and methodologies.
- Support monthly departmental budgeting through data validation, consolidation, and analysis.
KPI Development & Dashboarding
- Develop and maintain repeatable KPI dashboards and reporting for financial and operational leaders.
- Track and report key performance metrics, including revenue growth, gross margin, SG&A efficiency, EBITDA margins, and conversion ratios.
- Continuously improve reporting automation, accuracy, and usability.
Business Partnering & Decision Support
- Collaborate with Operations, Sales, Strategy, and Project teams to evaluate customer, program, and contract profitability.
- Analyze pipeline impacts and cost structures to support pricing, forecasting, and investment decisions.
- Support the standardization of cost-justification models, proposal templates, and financial analysis frameworks.
Performance Expectations
The Financial Analyst will be evaluated on their ability to:
- Deliver accurate, timely, and reliable financial reporting
- Support month-end close processes with minimal rework
- Provide meaningful variance analysis that informs leadership decisions
- Maintain and improve forecast accuracy
- Partner effectively across teams to drive financial transparency and accountability
Qualifications
Required
- Bachelor’s degree in Finance, Accounting, or related field
- Minimum of two years of experience in FP&A, financial reporting, or accounting analytics
- Advanced proficiency in Microsoft Excel, including financial modeling, pivot tables, and Power Query
- Strong attention to detail and commitment to data accuracy
- Ability to analyze data across ERP, CRM, and expense management platforms
- Strong analytical, problem-solving, and communication skills
- Collaborative approach with the ability to influence and challenge constructively
Preferred
- Experience in multi-entity or services-based organizations
- Exposure to BI tools, dashboarding, or reporting automation
- Experience partnering with operations or project-based teams
Work Environment & Physical Requirements
- Primarily office-based with extended computer use
- Requires sitting for long periods with occasional standing or walking
- Standard business hours Monday through Friday
- Occasional extended hours during month-end close, budgeting cycles, forecast updates, or special projects
- Minimal physical exertion required
