Finance Power BI

CareerCircle
San Diego, CA, United States
3 months ago

Role details

Contract type
Temporary contract
Employment type
Full-time (> 32 hours)
Experience level
Experienced
Experience required
2 years minimum
Compensation
$79,040.0 - $87,360.0
Working hours
Regular working hours

Tech stack

Microsoft Excel Artificial Intelligence Data Analysis Operational Data Store Microsoft PowerPoint Power BI Information Technology

Job description

Power BI, Budgeting Dashboard Operations Leadership Management Governance Investments Forecasting Presentations Business Case Microsoft Excel Decision Making Business Metrics Financial Acumen Vendor Management Supply Management Corporate Finance Financial Analysis Performance Metric Business Valuation Workflow Management Structured Analysis Microsoft PowerPoint Business Intelligence Full Stack Development Operational Data Store Investment Performance IBM Planning Analytics Artificial Intelligence Business Transformation Critical Illness Insurance Verbal Communication Skills Cross-Functional Coordination Key Performance Indicators (KPIs), This role supports both the Technology Investment Office (TIO) and the Vendor Management Office (VMO)-small, highly collaborative teams responsible for execution, financial oversight, and governance across the technology and vendor portfolio.

The position focuses on delivering financial and operational visibility into IT investments and vendor-related activities through structured analysis, reporting, and cross-functional coordination. Success requires strong ownership, comfort with ambiguity, and the ability to translate complex data into clear, actionable insights for leadership., * Track funding, spend, forecasts, variances, and remaining balances across assigned initiatives

  • Analyze financial and operational data to identify trends, risks, gaps, and opportunities
  • Translate findings into clear insights and actionable recommendations

Reporting, Metrics & Dashboards

  • Develop and maintain performance metrics, KPIs, dashboards, and analytical reporting
  • Support leadership decision-making with accurate, timely, and well-structured outputs
  • Create executive-ready materials, including PowerPoint presentations and summary views

Governance & Cross-Functional Coordination

  • Support governance processes and approval workflows across enterprise initiatives
  • Coordinate inputs, validate data, and prepare materials for review forums
  • Partner closely with IT, Finance, PMO, Supply Management, Regulatory, and business stakeholders

Day-to-Day Collaboration

  • Operate in a highly matrixed environment with frequent cross-functional interaction
  • Independently drive work forward, follow up on dependencies, and ensure data accuracy, * Monthly: Report on capital results and forecasts; develop dashboards (Power BI exposure helpful)
  • Quarterly: Track budget performance and support adjustments
  • Ad Hoc: Analyze capital budgets and present insights to leadership

Vendor Management Office (VMO)

  • Manage and analyze vendor investment funds
  • Track and report investment performance to executive leadership
  • Support governance processes and daily fund requests
  • Provide recurring reports and respond to ad hoc requests for metrics, KPIs, and contract analysis, Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools. Related Jobs Financial Analyst TEKsystems San Diego, CA*Remote Finance Power BI Budgeting Dashboard Operations Leadership Management Governance Investments Forecasting Presentations Business Case Microsoft Excel Decision Making Business Metrics Financial Acumen Vendor Management Supply Management Corporate Finance Financial Analysis Performance Metric Business Valuation Workflow Management Structured Analysis Microsoft PowerPoint Business Intelligence Full Stack Development Operational Data Store Investment Performance IBM Planning Analytics Artificial Intelligence Business Transformation Critical Illness Insurance Verbal Communication Skills Cross-Functional Coordination Key Performance Indicators (KPIs)

Requirements

  • Bachelor’s degree in Business, Finance, IT, or a related field preferred (relevant experience highly valued)
  • 2-8 years of professional experience with strong financial analysis and governance exposure
  • Advanced Excel skills required
  • Strong written and verbal communication skills
  • Highly organized, proactive, and comfortable in a fast-paced, matrixed environment __________________

Top Three Qualities for Success

  1. Strong Financial Acumen & Analytical Ability
  • Ability to interpret, question, and validate financial and operational inputs
  • Goes beyond reporting to provide insights and recommendations
  1. High Ownership in a Cross-Functional Environment
  • Independently drives work across IT, Finance, PMO, Supply Management, and Regulatory teams
  • Effectively facilitates cross-functional conversations and resolves dependencies
  1. Clear, Structured Executive Communication
  • Translates complex or incomplete data into concise, leadership-ready outputs
  • Strong PowerPoint skills and ability to highlight key trends, risks, and decisions, * Power BI experience
  • IT experience (helpful but not required)
  • TM1 experience (training available if needed)

Benefits & conditions

This is a Contract position based out of San Diego, CA. Pay and Benefits

The pay range for this position is $38.00 - $42.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type

About the company

We’re partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That’s the power of true partnership. TEKsystems is an Allegis Group company., We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

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