SENIOR FINANCIAL ANALYST

As a Senior Financial Analyst, you will serve as a strategic partner to leadership by providing high-level financial analysis, modeling, and decision support. You will take ownership of complex budgeting and forecasting processes, lead financial performance reviews, and play a key role in driving profitability and operational efficiency. This position requires a strong analytical mindset, attention to detail, and the ability to translate financial data into actionable insights that guide executive decision-making.

Key Responsibilities

Financial Strategy, Reporting, and Analysis

• Lead the preparation and presentation of monthly, quarterly, and annual financial and operational reports to executive leadership.
• Partner with the CFO and department heads to develop and refine annual budgets, rolling forecasts, and long-term financial plans.
• Conduct detailed variance analysis to identify trends, risks, and opportunities, providing strategic recommendations to improve financial performance.
• Develop and maintain advanced financial models to support business planning, scenario analysis, and investment decisions.
• Serve as a financial advisor to cross-functional leaders, translating financial insights into strategic and operational initiatives.
• Ensure accuracy and timeliness of reporting.

Data Analytics, Insight Generation, and Automation

• Lead efforts to consolidate and normalize data across multiple systems (e.g., ERP, CRM, internal databases) to ensure reporting consistency and integrity.
• Build dynamic dashboards and visualization tools in Excel, Power BI, or other analytics platforms to communicate key financial insights.
• Utilize statistical and predictive modeling techniques to forecast financial outcomes and assess business risks.
• Identify and implement opportunities to automate recurring financial processes, improving accuracy and efficiency.
• Collaborate with IT and accounting to enhance financial systems, data flow, and reporting capabilities.

Strategic Initiatives and Leadership

• Partner with senior leadership on strategic initiatives, including pricing strategies, cost optimization, and capital investment analysis.
• Lead ad hoc projects and special analyses supporting new business ventures.
• Drive process improvements across finance and operations to support scalable growth.
• Mentor and guide junior analysts, fostering analytical and professional development within the finance team.

Position Requirements

Education:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• MBA, CPA, or FMVA certification strongly preferred.

Experience:

• Minimum 5–7 years of progressive experience in financial analysis, strategic finance, or corporate FP&A.
• Proven track record in developing complex financial models and supporting executive-level decision-making.
• Experience in data analytics, automation, and financial systems integration preferred.

Skills and Competencies:

• Exceptional analytical and problem-solving skills, with attention to detail and accuracy.
• Advanced proficiency in Excel (including Macros, PivotTables, and financial modeling) and experience with ERP/BI systems (e.g., NetSuite, Power BI, or similar).
• Strong communication and presentation skills with the ability to distill complex financial data into actionable insights.
• Demonstrated leadership in cross-functional collaboration and project management.
• High integrity with the ability to handle confidential information discreetly.