Cost Optimization Analyst — Bay Area Firm

About the Role

A privately owned, employee-held advisory firm is looking for a Cost Optimization Analyst to join a growing, highly profitable team. This company has spent decades helping businesses reduce operating costs, without asking clients to put up any capital. They serve thousands of clients nationwide with an outstanding retention rate and are recognized as a leader in their space.

What You'll Do

• Analyze client cost data and build Excel models to identify savings opportunities
• Deliver data-driven recommendations for optimizing recurring expenses
• Generate true-up reports and support the audit process, including vendor communications on rate or billing changes
• Benchmark clients to spot data anomalies
• Support third-party cost optimization and billing audit calculations
• Identify overpayment or exemption opportunities within regulated cost categories
• Interpret complex billing structures and rate schedules
• Help build cost audit models

What You Bring

• Four-year degree
• 2+ years of hands-on experience as a Data Analyst or similar
• Strong Excel skills; SQL, Salesforce, or Access experience a plus
• Sharp analytical thinking and attention to detail
• Strong communication and organizational skills
• Comfortable working independently and meeting deadlines

What You'll Get

• Competitive base pay plus bonus plan
• Hybrid schedule (3 days in office) with full remote tech setup provided
• Employee Stock Ownership Plan with a 20+ year track record of growth
• Generous PTO (4 weeks to start) plus holidays
• Full benefits package: medical, dental, vision, life, 401(k)
• A fun, high-energy team culture with regular social events

Compensation: $85,000–$91,000/yr base, depending on experience