Job Expectations
Financial Analysis & Reporting
- Analyze performance drivers across departments and product lines to highlight profitability gaps and opportunities.
- Deliver actionable reporting on net revenue, EBITDA, payroll-to-revenue ratio, and departmental utilization.
- Collaborate with the CFO and CEO to build executive-level reporting and ShoreView-facing financial packages.
Client & Time-Based Profitability
- Conduct deep-dive profitability analysis at the partner, department, and service line level.
- Provide visibility into time tracking data to support accurate scoping, over-servicing alerts, and staffing efficiency.
- Help guide leaders in pricing adjustments, bundling strategies, and resource modeling.
Budgeting & Forecasting
- Lead monthly forecasting and budgeting cycles in partnership with department heads.
- Build scenario models that assess risks, forecast revenue changes, and simulate cost outcomes.
Systems Optimization
- Leverage tools like NetSuite, Salesforce, and Paylocity to streamline financial data and reporting workflows.
- Customize dashboards and create automation opportunities that reduce manual reporting dependencies.
Strategic Initiatives
- Contribute to major company priorities including operational efficiency, storage industry focus, and product-led transformation.
- Support the evaluation of strategic investments, pricing models, or acquisitions with financial diligence.
Job Qualifications- Strong understanding of financial modeling, budgeting, and forecasting.
- Proficiency in NetSuite with hands-on experience in financial reporting, budgeting, and customization.
- Advanced Excel skills and familiarity with other financial software.
- Excellent analytical and problem-solving abilities.
- Strong communication skills with the ability to present complex financial data in a clear and concise manner.
- Ability to work collaboratively in a fast-paced, team-oriented environment.
- Knowledge of the marketing industry and its financial drivers is a plus.
Required Experience- 3-6 years of experience in financial analysis, FP&A, or strategic finance.
- Strong understanding of service business economics and private equity-backed reporting cycles.
- Advanced Excel or Google Sheets skills; familiarity with BI tools (Power BI, Tableau) a plus.
- Hands-on experience with NetSuite and Salesforce preferred.
- Skilled in turning complex data into clear, visual insights that support decision-making.
- Comfortable engaging with executive leadership and challenging the status quo with data
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Advantage Tech
Advantage Technical is an engineering and information technology services company. We offer 50+ years of specialty experience and an enviable network of connections for employers and job seekers alike.
We have specialization and depth in a number of critical industries including medical device, communications, product manufacturing, pharmaceuticals, chemicals, energy, semiconductor, government and defense. We also understand the commonalities and the differences across every client we serve. We will deliver the technical support you need to compete and win in the 21st century.
Advantage Technical supports our clients both locally and virtually from our regional hub and branch network and has excellent coverage for you and your organization across all of the US and Canada. Wherever you are, we will provide the highly talented resources you need to meet your goals and strengthen your business.
500 to 999 employees
https://advantagetechnical.com/