Senior Financial Analyst

Position Overview

As a Senior Financial Analyst you will play a critical role in supporting the financial planning, analysis, and strategic decision-making processes across the organization. You will partner closely with Finance leadership and cross-functional teams to deliver insightful financial analysis, forecasting, and reporting that drives business performance. You'll be expected to operate with a high degree of autonomy, analytical rigor, and business acumen, serving as a trusted advisor to leadership on financial trends, risks, and opportunities.

Position Responsibilities

• Lead the analysis of monthly, quarterly, and annual financial reporting packages, including variance analysis versus budget, forecast, and prior periods.
• Partner with business leaders across departments (Sales, Operations, Marketing, HR, and IT) to understand performance drivers and provide actionable financial insights.
• Analyze revenue, margin, operating expenses, and key KPIs; identify trends, risks, and opportunities, and present findings to senior leadership.
• Support the annual budgeting process and ongoing reforecasting cycles, ensuring accuracy and alignment with business objectives.
• Evaluate business cases, ROI analyses, and capital investment proposals; provide clear recommendations grounded in financial analysis.
• Improve and automate financial reporting processes, dashboards, and tools to enhance efficiency and decision support.
• Assist with ad hoc financial analysis, scenario modeling, and executive-level presentations as requested.
• Ensure data integrity and consistency across financial systems and reports.
• Other job duties as assigned.

Position Qualifications

• Advanced financial modeling, forecasting, and analytical skills.
• Strong understanding of financial statements, accounting principles, and corporate finance concepts.
• Ability to synthesize complex financial data into clear, concise insights for non-financial stakeholders
• High attention to detail with the ability to work under tight deadlines and manage competing priorities.
• Excellent written and verbal communication skills, including executive-level presentation capabilities.
• Advanced proficiency in Microsoft Excel; strong working knowledge of PowerPoint and financial reporting systems.
• Self-starter with strong problem-solving skills and a continuous improvement mindset.
• Baseline knowledge of AI and its application to analysis and process improvement.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field required
• MBA, CPA, or CFA preferred but not required.
• Minimum of 7+ years of progressive experience in financial analysis, FP&A, or a related finance role.
• Experience supporting multi-location or growth-oriented organizations preferred.