Financial Analyst – Finance Rotation Program

GENERAL ACCOUNTABILITY   

The Finance Rotation Program is Compass Datacenters' entry point for early-career finance talent. Over the course of the program you will complete a series of 6- to 12-month assignments across the Finance organization, building a working knowledge of how capital, cost, and cash move through a data center development and operating business. In each rotation you will be expected to:

• Deliver accurate, well-supported analysis on schedule, under the direction of the rotation lead you are assigned to

• Learn a new function, its systems, and its stakeholders quickly enough to be producing usable work within your first 30 days

• Translate operational and project realities into financial terms for the function you are supporting

• Use approved AI tools to accelerate research, analysis, and recurring reporting, and verify output against source data before it is circulated

• Document your work so the next person can pick it up without a verbal handoff

• Build working relationships across Finance, Supply Chain, Operations, and Delivery

• Participate in structured coaching, mentoring, and career development throughout the program

PROGRAM STRUCTURE

• Your first rotation: Operations Finance, supporting the build-out of a new function and team within Finance. You will be helping stand something up rather than inheriting a steady-state process.

• Rotations: six to twelve months each, drawn from Operations Finance, Financial Planning & Analysis, Capital Markets, Treasury, Capital Projects Finance, and Supply Chain Finance

• How rotations are assigned: by business need and your development plan. You will not select your own rotations, and you will know your next assignment well in advance.

• How the program ends: the program concludes with a permanent placement into one of the functional groups listed above

• Reporting and support: you will report to the functional lead of the group you are working in, and that lead is responsible for your quarterly performance review. Finance leadership will collectively decide on rotations and duration.

• Team: this is currently a single seat, with the intent of growing it into a larger pooled analyst team. You would be the first person through the program and will help shape how it runs.

• Professional certification: Compass supports CPA, CFA, and CMA exam costs and annual dues

• Work arrangement: this is a fully in-office role. Your office location follows your work authorization — Dallas, TX for candidates authorized to work in the United States, and Toronto, ON for candidates authorized to work in Canada.

• Travel: 0 to 5% to Compass campuses and project sites

MAIN RESPONSIBILITIES   

The list below spans all six rotation areas. In any given rotation you will work on a subset of it, not all of it, under the direction of your rotation lead:

• Prepare monthly forecasts, budget input, and variance analysis for assigned cost centers, sites, functions, or projects, and write the commentary that goes with them

• Support month-end close, including accrual schedules, reclasses, and account reconciliations

• Pull, clean, and reconcile data across NetSuite, Procore, and other source systems, and be able to trace any number you produce back to its source

• Build and maintain recurring reporting and dashboards in Excel, Power BI, and the company's FP&A tool, and flag the cost trends and anomalies you find rather than waiting to be asked

• Use approved AI tools to summarize contracts and reports, extract data from unstructured documents, and draft first-pass analysis, verifying every figure against source before it is circulated

• Identify and document manual finance processes that can be automated, and build the improvement where you are able to

• Track and forecast Opex and CapEx spend, including long-term forecasting under NNN and Modified Gross lease structures

• Prepare short-term cash flow forecasts and daily cash positioning, and monitor bank balances and liquidity

• Support covenant calculations, draw requests, funding schedules, and lender and investor reporting packages

• Maintain project cost reports, commitment versus actual tracking, change order logs, contingency, and cost-to-complete analysis for capital projects

• Support the build and maintenance of project financial models

• Analyze vendor pricing, maintenance agreements, service contracts, and long-lead equipment commitments, and prepare spend analytics by category, supplier, and campus

• Prepare schedules and exhibits supporting board, investor, and joint venture reporting

• Ad hoc analysis and other duties as assigned

QUALIFICATIONS – REQUIRED

• Education: Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field, completed by the program start date

• Experience: 0 to 2 years of full-time professional experience in finance, accounting, or a comparable analytical role. Relevant internship or co-op experience counts toward this.

• Excel: able to build a multi-tab analysis from raw data using lookups, pivot tables, and conditional logic, without add-ins. This is tested during the interview process.

• Written analysis: able to explain a variance in three sentences to someone who does not work in Finance. A short written exercise is part of the interview process.

• Language: fluent spoken and written skills in English

• Work authorization: must be legally authorized to work in either the United States or Canada. Your office assignment follows your work authorization.

• Work arrangement: able to work in office full time at the assigned location

QUALIFICATIONS – PREFERRED

• Hands-on use of an AI assistant such as Claude or Copilot on real analytical work. Be prepared to describe something you built, automated, or accelerated, and how you checked that it was right.

• Exposure to NetSuite, Procore, Power BI, or an enterprise FP&A or EPM tool

• Working knowledge of SQL or Python for data extraction and cleanup

• Coursework or early progress toward the CPA, CFA, or CMA

• Familiarity with construction, real estate, infrastructure, energy, or utilities finance. Data center industry experience is not required.

  KNOWLEDGE & SKILLS  

• Comfortable being the new person: you restart the learning curve every six to twelve months, and the discomfort of not yet knowing has to be tolerable

• Sound judgment about when a number needs to be checked against source, and the confidence to escalate rather than guess. This applies equally to your own work and to anything an AI tool produces.

• Solid grounding in accounting and financial reporting principles and practices

• Strong conceptual and problem-solving skills, with attention to detail that survives a deadline

• Able to build trust quickly with people who did not choose you and who will hand you off in a few months

• Clear, concise written communication: able to produce a decision-ready summary, not only a spreadsheet

• A steward mindset. At Compass we say steward rather than owner: you are accountable for the outcome, and for leaving the work better documented than you found it.

• Able to manage multiple concurrent deliverables under deadline pressure