Jobs and Careers

Financial Analyst

Lake Forest, United Statesfull_timeVerifiedPosted 30 Jun 2026

💰 $90,000/yr($70,000/yr – $90,000/yr)

About the role

Built on service. Powered by people.

Impact exists because a small group of industry leaders believed companies in our space were doing it wrong. Many prioritized margins while the people doing the work and the clients relying on it became an afterthought. Impact was built differently: invest in great people, trust them to do great work, and deliver the kind of service clients remember. That approach helped us grow from a small office technology company into a national managed services provider, while remaining privately owned and people-first.

What makes Impact special is that growth has never come at the expense of the values that got us here. We continue to reinvest in our people, our capabilities, and the opportunities ahead so employees can grow alongside the business. We’ve built something special, but we’re far from finished. The people who join Impact now will help define what comes next.

Job Overview

The Financial Analyst will play a critical role in elevating financial analytics across Impact. This individual will go beyond reporting to proactively uncover insights, influence strategic decision-making, and partner with business leaders to drive performance. This role requires a strong foundation in financial analysis, a curiosity for continuous improvement, and the ability to translate complex data into actionable recommendations. You will have direct visibility to senior leadership and an opportunity to shape how financial insights power the next phase of growth.

Our North Star: Client Centricity

Responsibilities

Drive end-to-end financial analysis, including variance analysis, forecasting, and modeling to support strategic and operational decision-making
Partner cross-functionally with business leaders to provide actionable insights on performance, profitability, and growth opportunities
Build and enhance financial models to improve forecasting accuracy and scenario planning capabilities
Translate large datasets into meaningful insights using business intelligence tools (Power BI or similar), elevating reporting beyond static dashboards
Identify trends, risks, and opportunities within the business, proactively recommending data-driven actions
Optimize and streamline financial processes, reporting frameworks, and data flows to increase efficiency and scalability
Support executive-level reporting with clear, concise, and impactful storytelling around financial performance

Qualifications & Experience

3+ years of experience in financial analysis, FP&A, or a similar role within a fast-paced or private company environment
Strong proficiency with financial modeling, forecasting, and variance analysis
Experience working with business intelligence tools (Power BI strongly preferred) and large data sets
Demonstrated ability to translate data into actionable business insights for non-financial stakeholders
Advanced Excel skills; experience with financial systems or ERP platforms is a plus
Strong business acumen with the ability to think critically and challenge assumptions
Excellent communication and presentation skills, with experience supporting leadership-level decision-making
Self-starter with a continuous improvement mindset and the ability to operate with autonomy

What Drives Impact

Our purpose is people. We empower them to innovate, grow, and succeed. That's how we change the world – one person, one company, one community at a time.

Behaviors define what our values look like in action. Leaders are expected to model them; teams are expected to live them:

Innovation: We embrace change because innovation lives outside the comfort zone.  
Passion: We are driven by purpose, fueled by passion, and obsessed with making an impact. 
Honesty: We are fiercely transparent and consistently honest. 
Fun: We fuel work with fun, knowing life's too short for boring.   
Low Ego: We champion ideas over titles, because brilliance knows no rank.  
One Team: We wi