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Financial Analyst

Expedient is a provider of multi-cloud platforms, data hosting and security and data center infrastructure as a service (IaaS) solutions. Expedient provides the means for its clients to transition to the cloud, enabling them to focus on strategic business innovation while the Expedient team handles the IT needed to support it.  

Expedient is hiring a Financial Analyst to join the team.  The financial analyst is responsible for the analysis and reporting of sales and client data for key performance indicators, strategic planning, and forecasting.  This position requires someone with a strong attention to detail, experience analyzing complex data and creating dashboards using Tableau.

Responsibilities for Financial Analyst:

  • Generate weekly sales reports that aggregate sales data across all markets
  • Create and manage dashboards to track and analyze key sales metrics – quota attainment, pipeline growth, performance to budget
  • Analyze sales to identify trends by new vs. existing client and by product, and maintain data so that it can easily be accessed and used to generate ad hoc reports as needed
  • Create and manage dashboards to track and analyze churn to identify trends by client and product, and maintain data so that it can easily be accessed and used to generate ad hoc reports as needed
  • Analyze client billing data monthly to identify trends by product and client
  • Generates monthly commission reports for the sales team, including sales leadership and sale support teams
  • Updates models used to evaluate new market opportunities
  • Ensures accurate reporting metrics based on ongoing needs to support business decisions


Requirements for the Financial Analyst:

  • 3-plus years as a sales data analyst/business analyst
  • Bachelor’s degree in Accounting, Finance, Business, Marketing or related degree
  • Advanced knowledge of Excel, Access & PowerPoint are required
  • Demonstrated strong data management skills and proficiency in analyzing data
  • Excellent oral and written communication skills
  • Experience building within Tableau
  • Experience using and other CRM software


To apply, please submit your resume and a cover letter explaining your interest.  

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Expedient is an equal opportunity employer, providing a safe, drug-free work environment. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, protected veteran status, disability, or any other characteristic protected by law. 

BENEFITS TO WORKING FOR EXPEDIENT Expedient was awarded a Top Workplace for six years consecutively. We make education and training available to our employees through a robust, employee-driven training and tuition reimbursement program. Additional benefits include generous paid time off, top-tier, affordable medical, dental, vision insurance, 401(k) retirement savings plan with a match and a paid day off to celebrate your birthday each year. Expedient is committed to providing its employees with an environment that promotes collaboration with both team and individual success.   

Expedient is an equal opportunity employer, providing a safe, drug-free work environment.


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