This position is ideal for an analytical, detail-oriented finance professional with 0–2 years of relevant experience who is interested in developing a strong understanding of finance, sales, and business operations, with the goal of providing increasingly meaningful financial and sales insights.
Essential Duties & Responsibilities
Commercial Finance
Prepare and maintain recurring biweekly and monthly reports and dashboards to monitor key performance indicators (KPIs) across clients and service lines.
Assist in preparing monthly financial reporting packages, performance summaries, and supporting analyses for leadership and business reviews, ensuring results are accurate and clearly presented.
Support monthly revenue forecasting and reforecasting processes, including data analysis, model updates, forecast submissions, and validation of key inputs and assumptions.
Perform actual versus forecast, budget, and prior-period variance analysis to identify material changes and key drivers of revenue and gross profit performance and summarize findings for leadership.
Analyze client and service-line performance, identifying trends in revenue, margin, and business activity, as well as emerging risks and opportunities.
Sales Finance
Prepare and maintain sales pipeline reporting, including the monthly consolidated pipeline file, tracking new opportunities, client wins and losses, conversion, and sales trends.
Support sales reporting and analysis, including monthly business review materials and presentations for Sales leadership.
Support opportunity approval reviews and client credit checks in partnership with Sales, ensuring deals align with pricing and credit guidelines.
Shared Functions
Collect, reconcile, and validate financial, sales, and operational data across reporting systems to support accurate and consistent reporting.
Conduct ad hoc financial, sales, and operational analysis to support business initiatives and provide actionable insights for decision-making.
Collaborate with Sales, Operations, Accounting, and FP&A to gather and validate data, investigate performance trends, and support reporting and forecasting activities.
Identify opportunities to streamline reporting processes, improve data quality, and automate recurring financial and sales analysis.
Qualifications & Experience
Bachelor's degree in Finance, Accounting, Economics, or a related field.
0–2 years of relevant experience in financial analysis, financial reporting, data analysis, business analytics, or a related discipline.
Entry-level candidates with relevant internship, co-op, academic, or project experience in Finance, Accounting, or Analytics will be considered.
Strong analytical and problem-solving skills with the ability to interpret financial and operational data and identify key trends, variances, and opportunities.
Understanding of fundamental financial concepts, including revenue, gross profit, margins, budgeting, forecasting, and variance analysis.
Strong proficiency in Excel (formulas, lookups, pivot tables) and PowerPoint.
Strong written and verbal communication skills with the ability to clearly summarize findings for non-finance audiences.
Ability to leverage AI tools to assist with data analysis and improve efficiency while maintaining data accuracy, and curiosity.
High level of attention to detail, organization, and accuracy.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Desire to learn and develop within a growing Finance organization.
Why You’ll Love Working With Us
At Protos Security, we are a community of driven professionals working together to make the world safer through technology and service. Here is what you can expect:
Purpose Driven Work – Every role contributes to building smarter, more secure environments
Growth Opportunities – Mentorship, cross functional projects, and career development
Collaborative Culture – Open communication, respect, and team first thinking
People First Values – Inclusive culture and generous employee support
Benefits Include
Competitive compensation
Health, Vision, Dental, and Life Insurance
Employee Assistance Program
FSA / HSA
401(k) with employer contribution
Excellent Paid Time Off (24 days)
Collaborative work environment (and great coffee!)
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, use their hands to handle or operate objects, and communicate effectively (including speaking and hearing).
The employee must occasionally lift and/or move up to 10 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, or any other protected status under applicable law.
