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2 Optiv Financial Analyst Jobs Hiring Near You

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

To thrive as a Financial Analyst, you need strong analytical abilities, proficiency in financial modeling, and typically a degree in finance, accounting, or a related field. Familiarity with tools such as Microsoft Excel, financial databases (like Bloomberg), and certifications such as CFA or CPA are often required. Attention to detail, effective communication, and problem-solving skills help analysts interpret data and present actionable insights. These abilities are crucial for making informed recommendations that drive sound financial decisions and business growth.

How does a Financial Analyst typically collaborate with other departments within a company?

Financial Analysts frequently work cross-functionally with teams such as accounting, operations, and marketing to gather data, analyze business performance, and support strategic planning. Regular collaboration ensures that financial models and forecasts are based on accurate, up-to-date information from across the organization. This teamwork is essential for preparing budgets, evaluating investment opportunities, and providing actionable insights to management. Strong communication and relationship-building skills are important for success in these collaborative efforts.

What does a Financial Analyst do?

A Financial Analyst is responsible for analyzing financial data, preparing reports, and making recommendations to help businesses and individuals make informed investment decisions. They evaluate economic trends, study financial statements, and assess the performance of stocks, bonds, and other types of investments. Financial Analysts often work for banks, investment firms, insurance companies, or corporate finance departments, providing insights that support key financial strategies and planning.

Is 40 too late to start a career in finance?

Starting a career as a financial analyst at age 40 is possible, as many employers value skills, experience, and certifications like the CFA. Transitioning into finance may require additional training or education, but age is generally not a barrier if you demonstrate relevant knowledge and a strong work ethic.

What is the difference between Financial Analyst vs Accountant?

AspectFinancial AnalystAccountant
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are commonBachelor's degree in accounting or finance; CPA certification often preferred
Work EnvironmentFinancial firms, investment banks, corporate finance departmentsAccounting firms, corporate accounting departments, government agencies
Primary ResponsibilitiesAnalyzing financial data, creating reports, forecasting, investment analysisPreparing financial statements, maintaining records, ensuring compliance with regulations
Industry UsageHigh in finance, investment, and corporate sectorsWidespread across all industries requiring financial record-keeping

Financial Analysts and Accountants share similar educational backgrounds and certifications, often working in related environments. However, Financial Analysts focus on analyzing financial data and making investment recommendations, while Accountants handle financial record-keeping and compliance. Both roles are essential in finance, but they serve different functions within organizations.

What is it like to work at Optiv?

Optiv is a cybersecurity solutions provider that emphasizes collaboration, innovation, and customer-centricity, fostering a dynamic and supportive work environment.

The company's team structure is designed to facilitate knowledge sharing and expertise exchange across various disciplines, including consulting, managed security services, and technology solutions. Optiv's mission is to help organizations navigate the complexities of cybersecurity and achieve their business objectives through tailored solutions and services.

Working at Optiv may appeal to individuals who are passionate about cybersecurity, enjoy working in a fast-paced and collaborative environment, and are driven to make a meaningful impact in the industry, with opportunities for professional growth and development in a rapidly evolving field.
What are the most popular categories at Optiv?
Infographic showing various Financial Analyst job openings at Optiv in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 7% Physical, 1% Hybrid, and 92% Remote job distribution.
Sr. Treasury Analyst | Hybrid, Kansas City

Sr. Treasury Analyst | Hybrid, Kansas City

Optiv Security, Inc.

Overland Park, KS • On-site

Full-time

Posted 21 days ago


Job description

This position will be hired within Kansas City metro and will report into the office 3 days per week.
Optiv is seeking a Sr. Treasury Analyst to support the Company's enhanced focus on liquidity forecasting, cash visibility, and financial discipline. This role will be instrumental in strengthening day-to-day liquidity monitoring, improving short-term cash forecasting accuracy, and supporting management and lender reporting.
The position is deliberately analytics and forecasting oriented, with less emphasis on routine treasury transaction processing, as those activities are currently supported by a dedicated, experienced treasury resource. Over time, this role will provide cross-training and backup coverage to strengthen treasury resiliency and controls.
How you'll make an impact
Liquidity & Cash Monitoring
  • Own daily and weekly cash position reporting across all bank accounts and legal entities.
  • Monitor total liquidity, including cash balances, revolver availability, and borrowing capacity, and provide visibility into key drivers of change
  • Maintain and continuously enhance the Company's daily, weekly, and short-term (13-week) cash forecast, incorporating updated assumptions across:
    • Customer collections and DSO trends
    • Vendor payments and disbursement timing
    • Payroll, commissions, taxes, and recurring cash obligations
    • Debt service, interest, and other financing-related cash flows
  • Perform structured forecast lookbacks (weekly/monthly) comparing forecasted vs. actual cash flows, including:
    • Detailed variance and root-cause analysis
    • Validation of underlying assumptions
    • Identification of systemic forecast biases or recurring timing differences
  • Identify and proactively communicate liquidity risks, pressure points, and sensitivities, including impacts from working capital volatility, forecast deviations, or macro/business changes.

Reporting, Governance & Stakeholder Support
  • Prepare weekly and monthly liquidity reporting for Finance leadership, highlighting trends, risks, and sensitivities.
  • Support liquidity-related materials for:
    • Lender and borrowing base reporting
    • Covenant and availability monitoring
    • Audit support

Treasury Operations Exposure (Secondary / Cross-Training)
  • Provide cross-training and backup support, as needed, for:
    • Wire and ACH processing
    • Bank portal activity and approvals
    • Bank account administration and documentation

What we're looking for
  • Bachelor's Degree or equivalent from four-year college in Accounting, Finance, Economics or other related field of study required
  • 3 or more years of experience in treasury, cash forecasting, FP&A, corporate finance, or public accounting
  • Experience with NetSuite preferred
  • Strong analytical skills with experience managing frequent (daily or weekly) forecasts
  • Prior exposure to liquidity management, debt structures, or covenant monitoring is strongly preferred
  • Flexibility to adapt to changing needs of the department and to various changes in priorities
  • Proficiency in Microsoft Office with emphasis in Excel required
  • Proven verbal and written communication skills as well as analytical skills.
  • Excellent written and verbal communication skills

What you can expect from Optiv
  • A company committed to our inclusive value through our Employee Resource Groups
  • Work/life balance
  • Professional training resources
  • Creative problem-solving and the ability to tackle unique, complex projects
  • Volunteer Opportunities. "Optiv Chips In" encourages employees to volunteer and engage with their teams and communities.
  • The ability and technology necessary to productively work remotely/from home (where applicable)

EEO Statement
Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law.
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