Microsoft Excel

Microsoft Excel Finance Jobs

1,046 jobs found

Today

Senior Financial Analyst

DreamHost, LLC Fullerton, CA

Fullerton, CA

Today

$110k - $125k/yr Full time Senior Accounting Ai Automation

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Job Description

DreamHost, LLC is looking for a Senior Financial Analyst based in Fullerton, CA for an onsite role. This position focuses on analyzing revenue trends, forecasting future performance, and turning results into insights that help stakeholders make better decisions across the business.

In addition to traditional financial analysis and modeling, the role includes building and operating AI-enabled finance workflows that automate recurring work, with a strong emphasis on output validation and process controls. You will partner with product, marketing, and accounting to keep revenue tracking and forecasting aligned.

What you’ll do

Analyze revenue trends by product, region, and market segment.
Design, build, and maintain reusable AI agent skills to automate recurring finance tasks such as revenue analysis, forecasting, variance commentary, reporting, and international pricing research.
Ensure accuracy of AI-generated outputs by validating results, documenting processes, and conducting human review before stakeholder delivery.
Develop revenue forecasts and perform variance analysis comparing actual results versus projections.
Create and present regular financial and revenue reports to senior management.
Build and maintain financial models to evaluate the organization’s financial health.
Collaborate with product, marketing, and accounting teams to align revenue-related processes and goals.
Support pricing strategy development and assessment, with a focus on international markets to optimize revenue.
Track and report KPIs related to revenue generation.
Conduct market research to understand the competitive landscape and inform pricing strategies.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
3+ years of experience in revenue analysis, financial analysis, or a related area.
Proficiency in Microsoft Excel, Google Sheets, financial modeling, data analysis tools, and SQL database querying.
Strong analytical and problem-solving skills, with the ability to interpret complex data sets.
Demonstrated experience building and using AI agent skills or workflows to automate multi-step financial tasks (examples include Claude Skills, custom GPTs, and Copilot agents).
Ability to explain what was built, how it was tested, and what controls were put in place.
Excellent verbal and written communication skills for presenting financial information to non-financial stakeholders.
High accuracy and attention to detail.
Ability to manage multiple tasks and projects simultaneously.
Ability to work effectively in a team environment and collaborate across functions.

Preferred experience

Experience with Business Intelligence tools such as Tableau, Power BI, or Looker.
Familiarity with Python or similar tools for data work and automation.
Knowledge of GAAP and financial regulations.
Experience with subscription revenue models and related metrics.

Tools and technologies

Microsoft Excel, Google Sheets, SQL
Claude Skills, custom GPTs, Copilot agents
Tableau, Power BI, Looker, Python
GAAP

Compensation and benefits

Salary: $110,000 - $125,000 per year.

Full health/vision/dental for the entire family at zero cost to team members
401(k): 3% Safe Harbor contributed plus up to 1% employer match
Opportunities for profit sharing and bonuses
Generous time-off starting at 15 vacation days
Tuition reimbursement (50/50 up to a specific amount)
Pet Insurance
Thrive Pass wellness allowance of $30 per month
Udemy online learning courses
Disability Insurance
Generous maternity/paternity leave
Discounted personal travel through corporate booking program Egencia
Laid-back atmosphere with fun monthly company events
Free web hosting

Additional notes

Master’s degree or relevant certification (e.g., CFA, CPA) is a plus.

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Today

Junior Revenue Based Finance/MCA Underwriter

RELIANCE FINANCIAL Hollywood, FL

Hollywood, FL

Today

$50k+/yr Full time Analytical Skills Client Relations Credit Underwriting

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Job Description

RELIANCE FINANCIAL is hiring a Junior Revenue Based Finance/MCA Underwriter in Hollywood, FL for an in-person role. In this position, you will review applications for working capital funding, assess creditworthiness, and support underwriting decisions that help relationship managers move deals forward.

Working alongside internal teams, you will handle underwriting analysis across a range of applicant materials, contribute to credit and underwriting policy development, and communicate decisions clearly to the parties responsible for next steps.

Key Responsibilities

Review application data including financial statements, bank statements, credit card statements, AR aging reports, and data from business/personal credit and due diligence platforms.
Collaborate with management to develop and maintain credit policy and underwriting policy and procedures.
Maintain working relationships with Independent Sales Organizations (ISOs) and other lead generation sources.
Conduct accurate underwriting analysis for applicant files, including more complex cases, and transmit underwriting decisions to relationship managers orally and in writing.

Qualifications

Bachelor’s degree in Accounting, Finance, Economics, or a related field (preferred but not required).
0 to 2 years of experience underwriting merchant cash advance, revenue based financing, or other commercial finance underwriting.
Aptitude for problem-solving, with excellent communication and interpersonal skills.
Strong analytical skills with proficiency in Excel and data interpretation (familiarity with Adobe and CRM platforms is a plus).
Commitment to integrity, excellence, accountability, customer service, and teamwork.
Strong work ethic and eagerness to learn.
Ability to multitask at a high level while managing multiple deadlines.

Tech Stack

Excel
Adobe
CRM

Job Details

Job type: Full-time
Salary: USD 50,000 per year (from $50,000.00 per year)
Work location: In person
Commute/Location: Hollywood, FL 33021 (preferred)

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Today

Project Analyst - Finance

Sysco Houston, TX

Houston, TX

Today

Full time Financial Reporting Microsoft Excel Microsoft Office

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Job Description

Hybrid in Houston, TX, you will support project execution while building schedule, reporting, and project financial support capabilities under the direction of senior project management leaders.

What you’ll do

In this role, you will assist with coordinating projects, producing required project artifacts, and keeping project information organized and up to date across collaboration tools and repositories. Work will be performed under direct supervision for senior members of the project management team.

Build and maintain the project schedule.
Produce weekly status reports.
Execute project deliverables as directed by Project Managers.
Coordinate and schedule project-related meetings to address risks, issues, and requests for scope change.
Capture and publish meeting minutes.
Maintain the collaboration site and artifact repositories, including risks and issue lists.
Submit and track project purchase requests.
Update resource assignments and allocations in WorkDay.
Onboard third-party resources to specific projects.
Continuously learn and research new techniques and methodologies to resolve project-related issues.
Perform other duties as assigned.

Required qualifications

Coursework toward a Bachelor’s degree in Business Administration or a related field (or an equivalent combination of education and experience).
Experience with project management tools and methodology.

Preferred experience and skills

Experience with project financial tasks such as invoice review and approval, and purchase orders.
Ability to maintain and update Smartsheet and dashboards.
Cross-team communication and collaboration.
Proficiency with Microsoft Excel.
Strong communication and follow-up on action items.
Workday experience is a plus, but not required.
Experience with Smartsheet and dashboards preferred.

Preferred qualifications

3 years of project management experience in a project management, project coordinator, or project analyst role.
CAPM / PMP or similar certification.
Experience with Microsoft Office Suite, specifically Excel.
Experience with Agile Methodology.
Demonstrated ability to lead or host presentations and facilitate meetings.

Tools and technologies

WorkDay
Smartsheets
Dashboards
Microsoft Excel
Microsoft Office Suite
Agile Methodology

Under direct supervision, you will also support efforts to assemble the project team, assign individual responsibilities, and help develop a schedule to support timely project completion.

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Today

Financial Controller

SilverPoint Senior Living New Braunfels, TX

New Braunfels, TX

Today

$115k - $120k/yr Full time Manager Accounting Financial Analysis

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Job Description

Lead corporate financial operations for SilverPoint Senior Living’s headquarters, partnering with executive leadership across reporting, forecasting, and accounting controls.

Responsibilities

Oversee daily accounting activities, including accounts payable (AP), general ledger (GL), reconciliations, and monthly close
Produce timely, accurate financial reporting including P&L, balance sheet, inventory, and product profitability
Manage financial planning, forecasting, and cash management
Ensure compliance with GAAP and maintain strong internal controls
Assess and improve financial systems, reporting workflows, and month-end close processes
Prepare monthly profit and loss and financial statements for community owners, the executive team, and ownership reviews
Handle tax form preparation and filing, including 1099-MISC, 1099-NEC, W-2, K-1, sales tax filings, and property tax exemption application filings
Coordinate with external auditors and provide requested materials for the annual audit
Serve as a liaison between finance, the executive team, and ownership groups
Manage corporate insurance policy renewals, modifications, and claims
Direct cash management practices and ensure appropriate controls to safeguard cash
Supervise and develop the accounting team
Own inventory accounting, including reporting and valuation

Requirements

B.S. in Accounting or B.S. in Business Administration
7+ years of relevant experience
MBA preferred
Demonstrated experience in cash management and financial report writing
Strong knowledge of GAAP and corporate accounting principles
Proficiency with accounts payable and accounts receivable, including balance sheet reconciliation
Experience with regulatory reporting and general ledger accounting
Long-term care experience is essential
Working knowledge of financial software including QuickBooks or Sage
Advanced Excel skills
Strong experience with financial systems and accounting-related software
Effective communicator and collaborative leader with the ability to work independently and interact professionally with employees at all levels
CPA preferred

Technologies

QuickBooks
Sage
Excel

Benefits

401(k)
401(k) matching
Dental insurance
Disability insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Vision insurance

Work Schedule and Location

Job type: Full-time
Shift: Day Shift (Required)
Location: New Braunfels, TX 78130 (Required)
Work location: Hybrid remote in New Braunfels, TX 78130
Hybrid schedule: 3 days in the office and 2 days remote (after onboarding and training at office)

Compensation

Salary: USD 115,000 - 120,000 per year

Background Requirement

Employment is contingent upon satisfactory background and drug screening

Application Requirement

Are you available to work a hybrid work schedule (3 in office, 2 work from home after appropriate onboarding and training)?

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1d ago

Senior Financial Analyst

Aqua Utilities Florida Inc Sarasota, FL

Sarasota, FL

1d ago

$85k - $103k/yr Full time Senior Accounting Analytical Skills

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Job Description

Aqua Utilities Florida Inc is seeking a Senior Financial Analyst to strengthen its finance team in Sarasota, FL (onsite). In this role, you will support strategic planning and reporting by building financial projections, analyzing performance, and helping maintain strong governance over financial data.

Key Responsibilities

Develop and maintain comprehensive financial projection models to support strategic planning and business decision-making.
Prepare, interpret, and analyze financial statements in line with IFRS and other applicable regulatory requirements.
Perform variance analysis to surface trends, discrepancies, and potential opportunities to improve cost efficiency or revenue performance.
Drive SOX compliance by implementing internal controls and supporting accurate financial reporting.
Support corporate accounting activities, including month-end close, profit and loss analysis, and balance sheet reconciliations.
Partner with business units on financial sales strategies, pricing models, and investment evaluations to support profitability.
Use business intelligence tools and financial reporting software to produce reporting that informs executive decisions.
Assist with budgeting, forecasting, and other financial planning activities aligned to organizational goals.
Conduct technical accounting research related to IFRS standards to help ensure consistent adherence across financial practices.
Complete detailed account analysis, cost accounting assessments, and data analysis to enhance operational efficiency.

Requirements

Strong understanding of IFRS, corporate accounting principles, and regulatory reporting requirements.
Extensive experience developing financial models, including forecasting analysis and business intelligence tools.
Proficiency in Excel for data analysis and the preparation of financial report writing and variance analysis reporting.
Knowledge of SOX compliance procedures and internal control frameworks.
Experience with financial software systems, including ERP platforms and specialized financial reporting tools.
Strong organizational skills to manage multiple priorities, including under tight deadlines.
Demonstrated analytical ability in quantitative analysis, data-driven decision-making, and strategic planning.
Clear communication skills to present financial concepts and reporting to varied audiences.
Familiarity with public accounting practices, technical accounting standards, and finance industry best practices.

Technologies

IFRS
SOX (Sarbanes-Oxley Act)
Excel
ERP platforms
Financial reporting tools
Business intelligence tools
Financial reporting software

Benefits

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person (Sarasota, FL). Pay: $85,400.00 - $103,000.00 per year.

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2d ago

Financial Planning & Analysis Manager

Robert Half Washington, DC

Washington, DC

2d ago

$15k - $170k/yr Full time Finance Director Manager Adaptive Planning

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Job Description

The Financial Planning & Analysis Manager role supports senior leadership through budgeting, forecasting, financial modeling, and executive reporting. This position is responsible for financial planning processes, performance analysis, and scenario modeling to inform long-term objectives in a hybrid work setting in Washington, DC.

Key Responsibilities

Lead the annual budgeting process and quarterly forecasting cycles, partnering with department leaders to align financial plans with business objectives.
Build and maintain financial models to assess operational performance, growth initiatives, investments, and strategic opportunities.
Review monthly financial results and report on key trends, risks, opportunities, and variances versus budget and forecast.
Create executive-level reporting packages and presentations that convert complex financial information into clear, actionable business insights.
Partner across multiple functions to deliver financial guidance that supports informed decision-making.
Drive continuous improvement across budgeting, forecasting, management reporting, and financial planning workflows.
Support long-range planning, including evaluation of strategic initiatives through scenario modeling and performance analysis.
Track key performance indicators and provide recommendations to improve financial and operational outcomes.
Assist with board, executive, and leadership presentations as needed.
Complete ad hoc financial analysis and special projects in response to evolving business priorities.

Required Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.
5+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, Strategic Finance, or a related field.
Experience working with multiple stakeholders and business leaders in a fast-paced, growth-oriented organization.
Advanced skills in financial modeling, budgeting, forecasting, and analysis.
Strong proficiency with Excel and financial planning systems.
Ability to synthesize large datasets and translate findings into clear business recommendations.
Exceptional communication and presentation skills, including effective interaction with both financial and non-financial audiences.
Demonstrated ability to manage multiple priorities and meet deadlines in a dynamic environment.
MBA, CPA, CFA, or other advanced professional designation.
Experience supporting technology, software, SaaS, data, professional services, or other high-growth industries.
Familiarity with business intelligence and planning tools such as Adaptive Planning, Anaplan, Power BI, Tableau, or similar platforms.
Experience supporting executive leadership teams and participating in strategic planning discussions.

Relevant Technologies

Excel
Adaptive Planning
Anaplan
Power BI
Tableau

Compensation and Location

Location: Washington, DC (hybrid).
Salary: USD 15,000 - 170,000 per yearly.

Benefits

Medical, vision, dental, and life and disability insurance (for contract/temporary professionals).
401(k) plan enrollment for hired contract/temporary professionals.

What Success Looks Like

Develop a fast understanding of the company’s business model, financial drivers, and growth strategy.
Take ownership of budgeting and forecasting activities while improving forecasting accuracy.
Build strong partnerships with department leaders and operate as a trusted financial advisor.
Deliver analysis that helps leadership assess business performance and strategic investments.
Identify ways to streamline financial planning processes and enhance reporting capabilities.
Provide recommendations that support sustainable growth and improved financial outcomes.

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2d ago

Financial Analyst Senior - Distribution & Sales

USAA San Antonio, TX

San Antonio, TX

2d ago

$103k - $198k/yr Full time Senior Analytical Skills Analytics

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Job Description

Hybrid work in a supportive environment. You will be part of a team that values sound financial judgment, ongoing learning, and structured career development. USAA provides comprehensive medical, dental, and vision coverage, retirement programs, paid time off including paid holidays and volunteer hours, and support benefits such as parental benefits and adoption assistance.

In this role, you will solve complex business problems through forecasting, planning, and financial modeling across key areas including income, profitability, liquidity, capital, leverage, asset and liability management, and operating expenses. You will also mentor teammates on advanced financial processes while ensuring work aligns with regulatory and compliance requirements.

What You’ll Do

Lead team or process delivery for financial forecasts and plans for a business area or function, including overseeing implementation and model improvement initiatives.
Prepare and guide complex financial reports, analysis, and cost benefit analysis to support internal and external management decision-making.
Interpret complex financial information and provide recommendations to business leaders while implementing solutions tied to financial and operational opportunities.
Support business goals by delivering value-added decision support for customers and business partners across the organization.
Own product-related assignments including product pricing, product profitability, and ad-hoc analysis.
Partner with senior management and company leadership to promote innovation and productivity and support USAA’s mission.
Apply advanced knowledge of the business, its products and processes, serving as a resource for escalated issues.
Ensure risks are identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What You’ll Need

Bachelor’s degree in Business, Accounting, Finance, Economics, or a related field; OR 4 years of relevant education and/or experience.
6 years of experience conducting complex financial or accounting analysis and delivering actionable insights to stakeholders; OR an advanced degree in a related field with progress toward a CPA or CFA designation plus 4 years of financial or accounting analysis or related work experience.
Experience using financial and accounting technologies.
Ability to communicate key financial and accounting concepts.
Finance or accounting experience in a financial services environment.
Strong experience with Microsoft Office Excel for significant financial data analysis.
Experience producing financial reports and recommendations based on data.
Working knowledge of GAAP.
Experience applying and adhering to financial regulations and compliance.

Tools & Technologies

Microsoft Office Excel
SQL
Tableau
Snowflake
VSCode

Benefits

Comprehensive medical, dental and vision plans
401(k)
Pension
Life insurance
Parental benefits
Adoption assistance
Paid time off program with paid holidays plus 16 paid volunteer hours
Various wellness programs
Career path planning and continuing education

Work Location & Flexibility

Hybrid role requiring presence in the office 4 days per week.
Location options include San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL.
Relocation assistance is not available for this position.

Compensation

Salary range: USD 103,450 - 197,730 per year.
Pay is determined within the range based on experience and market data; actual salary may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

Additional Information

USAA does not provide visa sponsorship for this role. Please do not apply if you will need immigration support now or in the future (for example, H-1B, TN, STEM OPT Training Plans).
Applications are accepted on an ongoing basis; the posting remains open until the position is filled.
Interested candidates are encouraged to apply the same day they view the posting.