Senior Financial Analyst

Who is Trace3?

Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation, we empower IT executives and their organizations to achieve competitive advantage through a process of Integrate, Automate, Innovate.

Our culture at Trace3 embodies the spirit of a startup with the advantage of a scalable business. Employees can grow their career and have fun while doing it!

Trace3 is headquartered in Irvine, California. We employ more than 1,200 people all over the United States. Our major field office locations include Denver, Indianapolis, Grand Rapids, Lexington, Los Angeles, Louisville, Texas, San Francisco.  

Ready to discover the possibilities that live in technology?

Come Join Us!

Street-Smart - Thriving in Dynamic Times

We are flexible and resilient in a fast-changing environment. We continuously innovate and drive constructive change while keeping a focus on the “big picture.” We exercise sound business judgment in making high-quality decisions in a timely and cost-effective manner. We are highly creative and can dig deep within ourselves to find positive solutions to different problems.

Juice - The “Stuff” it takes to be a Needle Mover

We get things done and drive results. We lead without a title, empowering others through a can-do attitude. We look forward to the goal, mentally mapping out every checkpoint on the pathway to success, and visualizing what the final destination looks and feels like.

Teamwork - Humble, Hungry and Smart

We are humble individuals who understand how our job impacts the company's mission. We treat others with respect, admit mistakes, give credit where it’s due and demonstrate transparency. We “bring the weather” by exhibiting positive leadership and solution-focused thinking. We hug people in their trials, struggles, and failures – not just their success. We appreciate the individuality of the people around us.

JOB SUMMARY:

 We are looking for a Senior Financial Analyst to join our growing team. This position will help scale the financial planning, reporting, and analytics capabilities of our rapidly growing company. This role will act as the first point of contact for our services division leaders on finance-related matters and will work closely with the broader Finance team. The ideal candidate thrives in a fast-paced environment, has a strong work ethic, and is a proactive self-starter.

SUMMARY OF ESSENTIAL JOB FUNCTIONS:

• First point of contact on finance related matters for Services business and related.
• Assist in development and monitoring of annual budgets, monthly forecasts, and all supporting financial analytics including monthly internal reporting and financial variance explanations. Manage and monitor P&Ls and KPIs related to the business.
• Regularly meet with Service Practice leaders to review and discuss monthly results for both revenue and expenses and provide support for maintaining positive financial control.
• Work closely with the accounting team to ensure timely and accurate financial closes.
• Prepare monthly variance analysis on the full P&L including gathering and preparing commentary around the business reasons behind variances to forecast and budget.
• Monitor and review material details related to deals and projects. Escalate the deals with special terms and conditions Finance Director.
• Bring forward opportunities for improving processes and automating reporting.
• Other duties and ad hoc reporting as requested by the supervisor.

REQUIRED SKILLS AND EXPERIENCE:

• Bachelor's Degree in Finance, Accounting or a related major is required
• A minimum of 5 years of relevant work experience in finance/accounting, particularly in a PE-backed company. Experience specific in supporting an Enterprise level Professional Services organization is a must. OEM experience a strong plus.
• Tools:
  • Advanced knowledge of Microsoft Excel required
  • Workday Adaptive Planning
  • NetSuite
  • Power BI
  • Professional Services Automation (PSA) tool experience a plus
• Excellent oral, written communication and presentation skills
• Outstanding analytical skills and a proven ability to connect data analysis with business issues
• Highly organized, detail-oriented, excellent time management skills and able to effectively prioritize tasks in a fast-paced, high-volume, and evolving work environment
• Ability to approach requests with a proactive and consultative manner; listen and understand user requests and needs
• Comfortable managing multiple and changing priorities, and meeting deadlines in an entrepreneurial environment

PHYSICAL DEMANDS:

While performing the standard duties of this job, the employee can expect light physical exertion with long periods of standing and/or sitting, frequent walking; limited bending, crouching, stooping, stretching, reaching, or similar activities; occasional lifting/moving of items up to 25 pounds.

Hearing and speech communication in person and over the telephone is essential to fulfilling the duties of this position.  Specific vision abilities required to read printed materials and a computer screen, including close vision and the ability to adjust focus. Frequent travel by air or car will be required.

WORK ENVIRONMENT:

While performing the duties of this job, the employee is frequently surrounded by other employees and their conversations on the telephone and in person.  The noise level and indoor office temperature may vary.  Variable work hours required, including evenings.

The Perks

• Comprehensive medical, dental and vision plans for you and your dependents
• 401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability
• Competitive Compensation
• Training and development programs
• Stocked kitchen with snacks and beverages
• Collaborative and cool culture
• Work-life balance and generous paid time off

Our Commitment

At the core of Trace3's DNA is our people. We are a diverse group of talented individuals who understand the importance of teamwork and demonstrating leadership, character, and passion in all that we do.

We’re committed to fostering an inclusive workplace where everyone feels respected, valued, and empowered to grow. We recognize that embracing diversity drives innovation, improves outcomes, fosters collaboration, boosts teammate satisfaction, and builds a more inclusive culture.

As an equal opportunity employer, Trace3 bases all employment decisions based on individual qualifications, merit, and business requirements. We do not engage in discrimination on the basis of race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), national origin, age (40 or older), disability, genetic information, or any other characteristic protected by federal, state, or local law.

Any demographic information provided is strictly voluntary, kept confidential in accordance with Equal Employment Opportunity (EEO) regulations, and will not be used in employment decisions, including hiring, promotions, or mentorship programs. We are committed to providing equal employment opportunities for all.

If you require a reasonable accommodation to complete the application process or participate in an interview, please email recruiting@trace3.com.

***To all recruitment agencies: Trace3 does not accept unsolicited agency resumes/CVs. Please do not forward resumes/CVs to our careers email addresses, Trace3 employees or any other company location. Trace3 is not responsible for any fees related to unsolicited resumes/CVs.