Financial Services Analyst Jobs
Financial Services Analyst jobs are open across banking, insurance, asset management, and fintech, from entry-level to senior and lead roles, with specializations in equity research, risk analysis, and portfolio management. Scan the live roles below and apply to whichever ones fit.
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Xcel Energy (NASDAQ: XEL) is a leading energy provider and Fortune 500 company, dedicated to serving millions of electricity and natural gas customers across eight states: Minnesota, Colorado, Wisconsin, Michigan, North Dakota, South Dakota, New Mexico and Texas. We make energy work better for our customers, helping them thrive every day. That means always raising the bar - delivering better service and providing more reliable, resilient, and sustainable energy.
Xcel Energy is a place where you’ll have opportunities to grow, expand your skills, and help lead the clean energy transition. We offer meaningful rewards, recognition, and support to help you build your career and make an impact - both on the job and beyond. Most importantly, it means you’ll be joining a company that knows employees are the driving force behind its success and is committed to helping you be your best.
Xcel Energy supports a hybrid work model to enable collaboration and flexibility. Many roles are expected to work onsite three days per week (Tuesday–Thursday); however, work location expectations vary based on role, team, and business needs.
Position Summary
Perform and coordinate the development, tracking, reporting and analysis of financial information, including financial reporting, budget creation, and financial analysis for the Property Services organization. Provide proactive, clear, and actionable recommendations and alternatives to help drive business discussions and decisions. Standardize and document key processes and internal control points for data management and reporting functions.
Essential Responsibilities
- Assist in evaluating facility master plans and proposals to verify the need for budgetary requests using established guidelines. Scrutinize data and assumptions for reasonableness and push back when needed. Through collaboration with department leadership and the Corporate Finance department, oversee the development of 5-year financial plans and priorities lists. Review, approve, and process ongoing funding requests (including review of initial estimates, change orders, etc.).
- Lead month-end financial closing and reporting processes. Provide monthly actual versus budget variance analysis, support achievement of cost targets, and analyze and investigate opportunities for cost reductions within the capital and operating budgets. Partner with the Corporate Finance department to ensure financial reports are providing valuable insights. Assist with creation and implementation of additional reporting or dashboard views and work to continuously improve reporting solutions. Develop, report, and analyze Key Performance Indicators (KPI) and metrics to align with departmental and company initiatives.
- Analyze performance of projects and budgetary initiatives; evaluate results regarding schedule, costs, client relationships and quality with the goal of maintaining a consistent level of performance. Conduct quantitative and qualitative analyses, interviews, best practice research, and develop practical findings and recommendations for department leaders and decision-makers to improve budgetary outcomes. Manage relationships with suppliers and internal business partners to investigate and identify process issues and potential improvements. Provide performance monitoring of all Property Services contracts and contractors.
- Ensure that standard operational guidelines are updated and created where necessary and maintained in a structured format. Train and provide guidance to Property Services resources, key business partners and suppliers on systems, processes, and established policies and guidelines. Serve as SME for sourcing and procurement tools, budget databases, and SAP system.
- Participate in or lead special projects as assigned. Projects may include but are not limited to identification, implementation and testing of system upgrades or enhancements, rate case support, conducting informal financial analysis and developing ad hoc reports and process improvement initiatives.
- Oversee completion of data entry for SAP Purchase requests (PR), Change Orders (CO), OA extensions and other operational artifacts. Review, analyze, and troubleshoot invoice-, payment-, and tax-related issues by effectively working with suppliers and internal business partners. Provide guidance and support on these functions to business partners within the HR&ES division. Provide training and direction to junior analyst position on these functions.
- Other duties as assigned.
Minimum Requirements
- Bachelor's degree in business administration or related field, or equivalent combination of education and experience.
- Minimum 4 years related experience.
- Experience in budgeting and financial analysis.
- Experience in financial management or facilities management.
- SAP experience.
- Ability to work on multiple, complex projects and using effective time management with minimal levels of supervision.
- Must be customer focused, self-motivated, results and team oriented.
- Must be flexible and able to multi-task.
- Must have the ability to train others.
Our culture is grounded in shared values and employee commitments that guide how we work, support one another, and grow together.
Our Values
Connected, Committed, Trustworthy, Safe
Our Employee Commitments
- Work that makes a difference
- A team you can count of
- Opportunities to grow
- Rewards that help you thrive
Xcel Energy provides job applicants reasonable accommodations for disabilities throughout the application process. If you are in need of an accommodation to complete the application process, now or at any time in the future, please complete the Applicant Accommodation Request Form.
Non-Bargaining
The anticipated starting base pay for this position is: $73,700.00 to $110,000.00 per year
This position is eligible for the following benefits: Annual Incentive Program, Medical/Pharmacy Plan, Dental, Vision, Life Insurance, Dependent Care Flexible Spending Account, Health Care Flexible Spending Account, Health Savings Account (HSA) (if enrolled in eligible health plan), Limited-Purpose FSA (if enrolled in eligible health plan and HSA), Transportation Reimbursement Account, Short-term disability (STD), Long-term disability (LTD), Employee Assistance Program (EAP), Fitness Center Reimbursement (if enrolled in eligible health plan), Tuition reimbursement, Transit programs, Employee recognition program, Pension, 401(k) plan, Paid time off (PTO), Holidays, Volunteer Paid Time Off (VPTO), Parental Leave
Benefit plans are subject to change and Xcel Energy has the right to end, suspend, or amend any of its plans, at any time, in whole or in part.
In any materials you submit, you may redact or remove age-identifying information including but not limited to dates of school attendance and graduation. You will not be penalized for redacting or removing this information.
Deadline to Apply: 11/28/26
EEO is the Law (PDF) | Equal Opportunity Statement (PDF) | Employee Rights (PDF)
All Xcel Energy employees and contractors share responsibility for protecting the company's information and systems by adhering to cybersecurity policies, standards, and best practices, recognizing that cybersecurity is everyone's responsibility.
Accessibility Statement
Xcel Energy endeavors to make https://www.xcelenergy.com and https://jobs.xcelenergy.com accessible to any and all users. If you are in need of an accommodation to complete the application process, now or at any time in the future, please complete the Applicant Accommodation Request Form. For any other application related questions, including application follow-ups or technical issues, please use our Recruiting Assistance, Electra, for assistance. Electra can be found in the lower right-hand corner of our Xcel Energy Careers site.
Xcel Energy (NASDAQ: XEL) is a leading energy provider and Fortune 500 company, dedicated to serving millions of electricity and natural gas customers across eight states: Minnesota, Colorado, Wisconsin, Michigan, North Dakota, South Dakota, New Mexico and Texas. We make energy work better for our customers, helping them thrive every day. That means always raising the bar - delivering better service and providing more reliable, resilient, and sustainable energy.
Xcel Energy is a place where you’ll have opportunities to grow, expand your skills, and help lead the clean energy transition. We offer meaningful rewards, recognition, and support to help you build your career and make an impact - both on the job and beyond. Most importantly, it means you’ll be joining a company that knows employees are the driving force behind its success and is committed to helping you be your best.
Xcel Energy supports a hybrid work model to enable collaboration and flexibility. Many roles are expected to work onsite three days per week (Tuesday–Thursday); however, work location expectations vary based on role, team, and business needs.
Position Summary
Perform and coordinate the development, tracking, reporting and analysis of financial information, including financial reporting, budget creation, and financial analysis for the Property Services organization. Provide proactive, clear, and actionable recommendations and alternatives to help drive business discussions and decisions. Standardize and document key processes and internal control points for data management and reporting functions.
Essential Responsibilities
- Assist in evaluating facility master plans and proposals to verify the need for budgetary requests using established guidelines. Scrutinize data and assumptions for reasonableness and push back when needed. Through collaboration with department leadership and the Corporate Finance department, oversee the development of 5-year financial plans and priorities lists. Review, approve, and process ongoing funding requests (including review of initial estimates, change orders, etc.).
- Lead month-end financial closing and reporting processes. Provide monthly actual versus budget variance analysis, support achievement of cost targets, and analyze and investigate opportunities for cost reductions within the capital and operating budgets. Partner with the Corporate Finance department to ensure financial reports are providing valuable insights. Assist with creation and implementation of additional reporting or dashboard views and work to continuously improve reporting solutions. Develop, report, and analyze Key Performance Indicators (KPI) and metrics to align with departmental and company initiatives.
- Analyze performance of projects and budgetary initiatives; evaluate results regarding schedule, costs, client relationships and quality with the goal of maintaining a consistent level of performance. Conduct quantitative and qualitative analyses, interviews, best practice research, and develop practical findings and recommendations for department leaders and decision-makers to improve budgetary outcomes. Manage relationships with suppliers and internal business partners to investigate and identify process issues and potential improvements. Provide performance monitoring of all Property Services contracts and contractors.
- Ensure that standard operational guidelines are updated and created where necessary and maintained in a structured format. Train and provide guidance to Property Services resources, key business partners and suppliers on systems, processes, and established policies and guidelines. Serve as SME for sourcing and procurement tools, budget databases, and SAP system.
- Participate in or lead special projects as assigned. Projects may include but are not limited to identification, implementation and testing of system upgrades or enhancements, rate case support, conducting informal financial analysis and developing ad hoc reports and process improvement initiatives.
- Oversee completion of data entry for SAP Purchase requests (PR), Change Orders (CO), OA extensions and other operational artifacts. Review, analyze, and troubleshoot invoice-, payment-, and tax-related issues by effectively working with suppliers and internal business partners. Provide guidance and support on these functions to business partners within the HR&ES division. Provide training and direction to junior analyst position on these functions.
- Other duties as assigned.
Minimum Requirements
- Bachelor's degree in business administration or related field, or equivalent combination of education and experience.
- Minimum 4 years related experience.
- Experience in budgeting and financial analysis.
- Experience in financial management or facilities management.
- SAP experience.
- Ability to work on multiple, complex projects and using effective time management with minimal levels of supervision.
- Must be customer focused, self-motivated, results and team oriented.
- Must be flexible and able to multi-task.
- Must have the ability to train others.
Our culture is grounded in shared values and employee commitments that guide how we work, support one another, and grow together.
Our Values
Connected, Committed, Trustworthy, Safe
Our Employee Commitments
- Work that makes a difference
- A team you can count of
- Opportunities to grow
- Rewards that help you thrive
Xcel Energy provides job applicants reasonable accommodations for disabilities throughout the application process. If you are in need of an accommodation to complete the application process, now or at any time in the future, please complete the Applicant Accommodation Request Form.
Non-Bargaining
The anticipated starting base pay for this position is: $73,700.00 to $110,000.00 per year
This position is eligible for the following benefits: Annual Incentive Program, Medical/Pharmacy Plan, Dental, Vision, Life Insurance, Dependent Care Flexible Spending Account, Health Care Flexible Spending Account, Health Savings Account (HSA) (if enrolled in eligible health plan), Limited-Purpose FSA (if enrolled in eligible health plan and HSA), Transportation Reimbursement Account, Short-term disability (STD), Long-term disability (LTD), Employee Assistance Program (EAP), Fitness Center Reimbursement (if enrolled in eligible health plan), Tuition reimbursement, Transit programs, Employee recognition program, Pension, 401(k) plan, Paid time off (PTO), Holidays, Volunteer Paid Time Off (VPTO), Parental Leave
Benefit plans are subject to change and Xcel Energy has the right to end, suspend, or amend any of its plans, at any time, in whole or in part.
In any materials you submit, you may redact or remove age-identifying information including but not limited to dates of school attendance and graduation. You will not be penalized for redacting or removing this information.
Deadline to Apply: 11/28/26
EEO is the Law (PDF) | Equal Opportunity Statement (PDF) | Employee Rights (PDF)
All Xcel Energy employees and contractors share responsibility for protecting the company's information and systems by adhering to cybersecurity policies, standards, and best practices, recognizing that cybersecurity is everyone's responsibility.
Accessibility Statement
Xcel Energy endeavors to make https://www.xcelenergy.com and https://jobs.xcelenergy.com accessible to any and all users. If you are in need of an accommodation to complete the application process, now or at any time in the future, please complete the Applicant Accommodation Request Form. For any other application related questions, including application follow-ups or technical issues, please use our Recruiting Assistance, Electra, for assistance. Electra can be found in the lower right-hand corner of our Xcel Energy Careers site.
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Find JobsFinancial Services Analyst Job Market
Who's Hiring
Top Industries Hiring
- Staffing & Recruiting
- Healthcare & Medical Services
- Fintech
- Technology & Software
- Construction & Real Estate
What Employers Look For
The qualifications that appear most often in financial services analyst jobs.
- Bachelor's degree in finance, accounting, economics, or a related business field
- Proficiency in financial modeling, valuation, and Excel-based analysis
- Experience with Bloomberg Terminal, FactSet, or similar market data platforms
- CFA candidacy or progress toward a CFA designation preferred
- Working knowledge of SQL or data visualization tools such as Tableau or Power BI
- Understanding of regulatory frameworks including SOX, FINRA, or GAAP reporting standards
Tips for Your Financial Services Analyst Job Search
Tailor your resume to each sub-role
Financial services analyst roles split sharply between credit, equity, and risk functions. Customize your resume to mirror the exact function listed, using the same terminology the posting uses so your application passes ATS screening without getting filtered out.
Highlight the right financial modeling tools
Employers expect you to name specific tools, not just say you're proficient in spreadsheets. Call out Bloomberg Terminal, FactSet, SQL, or Python by name, and tie each one to a concrete analysis or deliverable you produced using it.
Apply early to roles that fit
Migrate Mate lists financial services analyst openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by regulatory environment
Banking, insurance, and investment management each operate under different regulatory frameworks. Filtering your search by industry lets you target postings where your compliance knowledge, whether FINRA, SOX, or state insurance rules, is directly relevant rather than incidental.
Prepare a case-style answer for every interview
Financial services analyst interviews frequently include a brief valuation or credit analysis exercise, sometimes sent in advance and sometimes done live. Practice walking through assumptions out loud, because interviewers care as much about your reasoning process as your final numbers.
Negotiate by citing comparable roles and scope
When negotiating an offer, reference publicly available BLS wage data and the specific scope of the role, such as AUM, portfolio size, or geographic coverage, rather than personal need. Anchoring to market data and job complexity carries more weight than general requests.
Financial Services Analyst Jobs: Frequently Asked Questions
Which companies are hiring the most financial services analysts?
The companies hiring the most financial services analysts right now include Amazon, EY, and Houlihan Lokey, with the largest share of openings in California, Texas, and Washington, based on current listings on Migrate Mate as of November 2026. Demand is especially concentrated in firms with active capital markets, insurance underwriting, and commercial lending divisions.
How many financial services analyst jobs are remote?
About 67% of financial services analyst openings are fully remote or hybrid as of November 2026, though availability varies significantly by function. Roles focused on data analysis, financial reporting, and credit modeling tend to offer more remote flexibility than client-facing positions in investment banking or relationship management.
How do you become a financial services analyst?
Start with a bachelor's degree in finance, economics, accounting, or a closely related field, as most entry-level postings list this as a baseline requirement. Build Excel and financial modeling skills through coursework or self-directed practice, then pursue internships at banks, asset managers, or insurance firms to gain applied experience. Earning or beginning the CFA designation strengthens your profile for more competitive openings.
Can you get a financial services analyst job with little experience?
Yes, entry-level financial services analyst roles exist specifically for candidates with limited professional experience, particularly at regional banks, insurance carriers, and financial technology firms. Employers at this level typically look for strong academic performance, relevant internships, demonstrated Excel and modeling skills, and any exposure to financial statements or regulatory reporting, even from coursework or personal projects.
What does the financial services analyst interview process look like?
Most financial services analyst interviews follow a structured sequence: an initial recruiter screen, one or two technical rounds covering financial modeling, accounting concepts, or product-specific knowledge, and a final round with a hiring manager or team lead. Some employers include a take-home case study or a live Excel exercise. Behavioral questions focused on analytical rigor, attention to detail, and stakeholder communication are standard across all stages.
Where can I find and apply to financial services analyst jobs?
You can find and apply to financial services analyst jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your function, seniority, and industry preference, then apply directly to each listing that fits your background.
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