At CompassX, our clients rely on us to lead high-priority strategic initiatives and transformational projects. Our mission is to create a community of people who come up with innovative approaches and deliver the best outcomes for our clients.
You will have the opportunity to leverage your experience, creativity, and skills to impact your clients and influence the trajectory of our firm to achieve growth for the team and your career.
We are honored to be recognized as a “Best Place to Work” in Southern California and listed as one of INC.’s 5000 fastest-growing private companies in the U.S.
***This is a hybrid role requiring 2 days a week onsite at the client's headquarters.
We are looking for a high-performing Financial Analyst, acting as a critical bridge between technology execution and fiscal discipline. In this role, you won't just be "counting numbers"—you will be managing the financial health of complex Digital & Technology (D&T) portfolios, ensuring that strategic technology investments are tracked, optimized, and delivered with clarity.
What You'll Do
Drive Financial Planning: Maintain and manage the master budget tracker by period, ensuring total accuracy across the D&T portfolio.
Master Reporting Cycles: Lead period-end and quarter-end lockdown and reporting activities to provide stakeholders with clear financial visibility.
Lead Tech Fee Billing: Execute the per-period technology billing process and lead the strategic transition of tech fee tracking from OneSource to MTB.
Maximize R&D Value: Partner directly with D&T Budget Owners to facilitate annual R&D tax credit documentation and reporting.
Organize the Portfolio: Build and maintain a centralized Confluence repository for all TB-owned, enterprise, and third-party platforms.
Standardize Tools: Develop a consolidated view of collaboration and product development tools, mapping their purpose and budget locations.
Enable Prioritization: Support leadership in establishing standardized processes for tracking funding requests and final decision-making.
What You'll Bring
Proven Experience: 3–5 years of experience in financial analysis, ideally within a consulting or technology-driven environment.
Financial Mastery: Strong familiarity with core expense management, budget tracking, and period-end reporting.
Technical Literacy: Proficiency with Confluence, Excel, and financial management tools; experience with OneSource or MTB is a plus.
Stakeholder Management: Ability to partner with Budget Owners and technical leaders to gather documentation and drive consensus.
Operational Excellence: A track record of executing complex billing processes and improving visibility for cross-functional teams.
Consulting Mindset: A self-driven, outcome-oriented approach with the ability to serve as the "single source of truth" for financial data.
Education: Bachelor’s degree in Finance, Business, or a related field.
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