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Financial Performance Analyst Jobs (NOW HIRING)

Develop and maintain production forecasting models used for financial analysis and budget planning ... Perform asset performance diagnostics using machine learning and time-series analysis techniques ...

Attributions Performance Analyst Principal Financial Group has an opportunity for an Attributions Performance Analyst to join our Investment Operations team. In this role, you'll support performance ...

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Develop and review financial models to improve AI-generated financial content . * Conduct market ... Analyze investment research, summaries, and memos for AI model evaluation . * Predict and analyze ...

Senior Performance Analyst Operations Team Chicago, IL - Hybrid: 3 days onsite/2 days WFH, Company ... Accounting and/or Finance background and experience * Professional exposure to investment ...

Attributions Performance Analyst Principal Financial Group has an opportunity for an Attributions Performance Analyst to join our Investment Operations team. In this role, you'll support performance ...

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Sales Performance Analyst LOCATION: Hoboken NJ Duration: 6 to 12+ Months Rate: DOE we enable the ... Finance) Expertise in Excel, SFDC, Tableau or any dashboarding/BI tools Can operate in complex ...

Sales Performance Analyst LOCATION: Hoboken NJ Duration: 6 to 12+ Months Rate: DOE we enable the ... Finance) Expertise in Excel, SFDC, Tableau or any dashboarding/BI tools Can operate in complex ...

Digital Performance Analyst Department: MarketingDirect Supervisor: VP, eCommerce & Digital ... Finance to ensure decisions are grounded in accurate data and meaningful analysis. This is not a ...

Business Performance Analyst (AI Training) About the Role What if your business acumen and leadership experience could directly shape how AI reasons about finance, strategy, and operations - for ...

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How much do financial performance analyst jobs pay per year?

As of Jun 1, 2026, the average yearly pay for financial performance analyst in the United States is $88,111.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,000.00 and $110,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Performance Analyst, and why are they important?

To thrive as a Financial Performance Analyst, you need strong analytical skills, a solid understanding of accounting and finance principles, and typically a bachelor's degree in finance, accounting, or a related field. Proficiency with financial modeling tools, Excel, and business intelligence systems such as SAP or Tableau is often required, along with familiarity with financial reporting standards. Attention to detail, critical thinking, and effective communication are crucial soft skills for interpreting data and presenting insights to stakeholders. These skills ensure accurate financial analysis, strategic decision support, and meaningful contributions to an organization's financial health.

What are some common challenges Financial Performance Analysts face when interpreting financial data for decision-making?

Financial Performance Analysts often encounter challenges such as consolidating data from multiple sources, ensuring data accuracy, and distinguishing between relevant trends and outliers. Interpreting complex financial data for non-financial stakeholders can also be demanding, as it requires translating technical metrics into actionable insights. Effective communication, attention to detail, and the ability to work cross-functionally with teams like accounting, operations, and management are essential for addressing these challenges and providing valuable recommendations.

What does a Financial Performance Analyst do?

A Financial Performance Analyst is responsible for evaluating a company's financial data to assess its performance and profitability. They analyze trends, create financial models, and prepare reports that help management make informed business decisions. Their work often includes budgeting, forecasting, and identifying areas for cost savings or revenue growth. By providing actionable insights, Financial Performance Analysts play a crucial role in strategic planning and ensuring the company's financial health.

What is the difference between Financial Performance Analyst vs Financial Analyst?

AspectFinancial Performance AnalystFinancial Analyst
Primary FocusAnalyzing company financial performance, metrics, and trendsEvaluating financial data, preparing reports, and supporting investment decisions
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are commonBachelor's degree in finance, economics, or related; certifications like CFA are also common
Work EnvironmentCorporate finance departments, investment firms, or consultingFinancial institutions, investment firms, corporate finance teams

Both roles require similar educational backgrounds and certifications, often working within finance departments. The Financial Performance Analyst specifically focuses on assessing and interpreting a company's financial health, while the Financial Analyst has a broader scope, including investment analysis and financial modeling.

More about Financial Performance Analyst jobs
What cities are hiring for Financial Performance Analyst jobs? Cities with the most Financial Performance Analyst job openings:
Client Performance Analyst

Client Performance Analyst

Credit Systems International, Inc.

Fort Worth, TX โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago


Job description

Client Performance Analyst
Credit Systems International, Inc. | Fort Worth, TX
Full-Time | High-Impact Role | Strategic Exposure & Career Growth
About the Role
We are seeking a highly analytical and proactive Client Performance Analyst to support and enhance performance outcomes across a diverse portfolio of clients within our collections and contact center operations.
This role serves as a key partner between clients, operations, and leadership, delivering data-driven insights, performance reporting, and strategic recommendations that directly influence results.
The ideal candidate thrives in a fast-paced environment, takes ownership of deliverables, and is comfortable translating complex data into clear, actionable insights
Key Responsibilities
Client Reporting & Presentations
  • Prepare and deliver client-facing reports and presentations, including Monthly Business Reviews (MBRs)
  • Manage ongoing reporting requests and ad hoc analysis
  • Ensure reporting is accurate, timely, and aligned with client expectations
  • Translate data into clear, client-friendly insights

Performance Monitoring
  • Monitor portfolio performance across key metrics
  • Identify trends, risks, and anomalies
  • Partner with internal teams to investigate and resolve issues
  • Proactively escalate concerns and recommend corrective actions

Portfolio Analysis
  • Analyze performance, aging, and trends to identify opportunities
  • Develop insights to support strategy and performance improvement
  • Communicate findings clearly to stakeholders

New Placement Oversight
  • Monitor new placements during ramp periods
  • Ensure data integrity and proper tracking
  • Identify early performance risks and support stabilization

Client Review Support
  • Participate in client reviews and performance discussions
  • Assess portfolio health and identify opportunities
  • Support development of actionable recommendations

Team & Reporting Coordination
  • Review reporting for accuracy and consistency
  • Support prioritization and coordination of deliverables
  • Contribute to process improvements and efficiencies

Required Qualifications
  • Bachelor's degree in Business, Finance, Analytics, or related field (or equivalent experience)
  • 3+ years of experience in data analysis, reporting, or performance analysis, preferably in collections, contact center, or financial services
  • Strong analytical and problem-solving skills
  • Advanced Excel skills (formulas, pivot tables, data analysis)
  • Ability to interpret and communicate data clearly
  • High attention to detail

Preferred Qualifications
  • Experience in collections, contact center, or financial services
  • Familiarity with performance metrics and portfolio analysis
  • Experience with Power BI, Tableau, or similar tools
  • Experience supporting client-facing reporting
  • Familiarity with AI-driven tools or technologies that support data analysis, reporting, and operational insights is a plus

Additional Professional Skills
  • Strong time management and organizational skills
  • Ability to manage multiple priorities and meet deadlines
  • Strong communication and presentation skills
  • Collaborative, team-oriented mindset
  • Proactive and solution-focused approach

Additional Requirements
  • Regular and reliable attendance required
  • Occasional travel may be required (infrequent)

What Success Looks Like
  • Deliver accurate, timely reporting with minimal revisions
  • Take ownership of client deliverables and outcomes
  • Identify risks, trends, and opportunities proactively
  • Provide insights that influence decisions
  • Build strong relationships with internal teams

Growth & Opportunity
This role offers the opportunity to expand scope, take on greater ownership, and contribute to strategic initiatives. High performers may support more complex portfolios, lead presentations, and influence operational decisions.
About CSII
Credit Systems International, Inc. (CSII) is a nationally recognized Accounts Receivable Management firm headquartered in Fort Worth, TX. Since 1980, we've delivered consumer-centric solutions across healthcare, utility, and government sectors-built on a foundation of compliance, integrity, and performance.
Why Join CSII
  • Medical, Dental, Vision, Life, FSA/DCA, and 401(k)
  • Paid Holidays, Vacation, and Monthly Flextime Accrual
  • Employee Discount Programs & Mobile Discounts
  • Referral Bonus Program
  • Stable, growing organization with a strong reputation for compliance and performance