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Financial Analyst at RedHelm, Remote (United States)

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 plus a 10% annual bonus (commensurate with experience). This role is also eligible for medical, dental, and vision insurance, as well as 401(k) participation.