At RedHelm, we deliver tailored technology solutions designed to support our clients as they grow and to respond immediately when threats arise. Our mission is rooted in partnership, precision, and protection — values that are reflected in our name. RedHelm symbolizes elite protection, decisive leadership, and forward-driven strength, aligning closely with our commitment to excellence in everything we do.
We have a clear vision as an employer: to be the preferred technology employer for skill mastery, team formation, and career longevity. That vision is supported by a strong foundation of core ideals shared by every member of our team. We answer the call in moments of urgency or uncertainty, responding with focus, composure, and dependability. We own it by stepping up, following through, and taking pride in delivering what matters most to our clients and partners. We act with integrity, doing what’s right—not just what’s easy—while contributing to the communities we serve. We continuously raise the bar, bringing discipline, precision, and a drive for improvement to every challenge we face. And above all, we win together, celebrating our shared successes as one united team.
At RedHelm, we don’t just build technology—we build trust, deliver impact, and lead with purpose.
About the Role
RedHelm is seeking a hands-on Financial Analyst to support budgeting, forecasting, and decision analytics across our MSP/MSSP business. In this role, you’ll collaborate closely with Accounting, Sales, and Operations to transform data into actionable insights that drive growth, improve margins, and strengthen cash performance.
Initially, this position will focus on reconciling and cleaning data across multiple systems, producing recurring reports, and identifying automation opportunities to streamline manual processes. As you gain a deeper understanding of the business and its systems, you’ll take on greater ownership of financial modeling, forecasting, and dashboard development.
What You’ll Do
- Support monthly FP&A rhythms including variance analysis, KPI reporting, forecast updates, and board-ready summaries.
- Reconcile and validate data across ERP, PSA/ITSM, CRM, billing, and time-tracking systems to ensure accuracy and consistency.
- Build repeatable reporting processes and automate recurring reports wherever possible.
- Partner with Accounting on close analytics, reconciliations, deferred revenue, prepaid COGS, and revenue recognition checks.
- Develop and maintain driver-based models for recurring revenue, headcount, utilization, and project gross margin.
- Collaborate with Sales and Operations to translate business trends into financial insights and track KPIs.
- As proficiency develops, build and maintain Power BI dashboards for MRR/NRR, churn and retention, utilization, project margins, and cash flow.
- Improve data hygiene and definitions across systems to establish a single source of truth.
Experience Required
- 2–3 years of experience in FP&A, corporate finance, or accounting with exposure to recurring revenue business models (e.g., SaaS, MSP, or services).
- Advanced Excel skills required (Power Query, Power Pivot, PivotTables, XLOOKUP/INDEX-MATCH, SUMIFS, scenario and sensitivity modeling).
- Experience with NetSuite required, including saved searches, SuiteAnalytics/Workbook, and data reconciliation.
- Strong analytical skills and ability to work with large datasets from multiple sources.
- Bachelor’s degree -Finance, Accounting, Economics, or a related field preferred
Preferred Experience (Nice to Have)
- Exposure to recurring revenue business models (e.g., SaaS, MSP, or services).
- Experience with NetSuite: saved searches, SuiteAnalytics/Workbook, CSV exports, and reconciling ERP data to reports.
- Experience integrating data across systems, including ERP (e.g., NetSuite), PSA/ITSM (e.g., Halo), CRM (e.g., Salesforce or HubSpot), and billing/vendor portals.
- Power BI experience (DAX, Power Query, dashboard development).
- Familiarity with Microsoft Fabric (OneLake, pipelines, notebooks) or exposure to a modern data stack.
- Working knowledge of SQL; experience with Python or R a plus.
How You Work
- Detail-oriented, organized, and deadline-driven.
- Clear communicator who can simplify complex analysis for executives and frontline managers.
- Curious, resourceful, and adaptable in a fast-changing environment.
Location
Remote within the U.S. with ability to be Hybrid (office hubs in Pittsburgh, PA; Atlanta, GA; Columbus, OH). Candidates near these hubs are preferred.
Compensation and Benefits
This is a full-time, exempt, salaried position offering $65,000–$75,000 base salary. This role is also eligible for medical, dental, and vision insurance, as well as 401(k) participation.
Please note that this position is open to candidates who are based in and legally authorized to work in the United States. At this time, RedHelm is unable to provide visa sponsorship or consider candidates requiring employment visa support.
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