Financial Analyst

Financial Analyst – New Business & Retention

Salary: $65,000 - $85,000.

Job Summary:

The Financial Analyst role focuses on new business and retention. Develop financial models supporting new business initiatives and partnership extension opportunities. Collaborate with operations, finance, and sales teams to respond to Requests for Proposals (RFPs), strengthen existing partnerships, and drive business growth.

• Support the financial components of the RFP process from start to finish, including developing comprehensive financial models, revenue projections, and expense analysis.
• Structure competitive and compelling deals, including term length, capital investment, and key commercial items.
• Collaborate cross‑functionally with operations, finance, and sales to align on assumptions and strategy.
• Prepare detailed RFP responses, including written narratives and supporting schedules.
• Partner with operations and finance teams to evaluate and execute extension opportunities within existing partnerships.
• Partner with Legal to review new business contracts, ensuring accuracy and alignment with key financial teams.
• Communicate effectively with various internal stakeholders to drive efficient processes and deliver optimal business results.

• 1–3 years of experience in a finance related field.

• Bachelor’s degree in Business (Finance, Economics, Accounting, or related field).
• Analytical, critical thinker, intellectually curious, and strong decision‑making skills.
• Understanding of basic accounting principles and familiarity with financial statements/reporting.
• Able to digest financial information, render judgment, create context, and recognize patterns.
• Proficient to expert level in Microsoft Office Suite (Excel, Access, Word, PowerPoint).

• Medical, Dental, Vision
• Life Insurance/AD, Disability Insurance
• Retirement Plan
• Flexible Time Off Plan, Paid Parental Leave, Holiday Time Off (varies by site/state), Personal Leave
• Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Commuter Benefits, Employee Assistance Program, Flexible Spending Accounts (FSAs)

Associate may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws.

Levy is a member of Compass Group USA. Compass Group/Levy is an equal opportunity employer. At Compass/Levy, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.

Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity.

We will consider for employment all qualified applicants, including those with a criminal history, in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. We encourage applicants with a criminal history to apply.

Applications are accepted on an ongoing basis. Levy maintains a drug‑free workplace.