Summary:
The Senior Financial Analyst is a key contributor within the Finance organization, responsible for delivering high-quality financial analysis, forecasting, and insights to support business decision-making. This role partners closely with cross-functional stakeholders to evaluate performance, identify trends, and drive financial discipline while supporting strategic initiatives.
The ideal candidate combines strong analytical capabilities with business acumen and the ability to communicate actionable insights to leadership.
Education Requirements:
· Bachelor’s Degree from accredited university in Business, Finance, Accounting, Economics, or related field required.
Responsibilities:
· Support and lead components of the annual budgeting, quarterly forecasting, and long-range planning processes
· Develop and maintain financial models to project revenue, expenses, and key business drivers
· Analyze financial results, identify variances, and provide clear explanations and recommendations
· Prepare recurring and ad hoc reports for leadership, including dashboards and performance summaries
· Partner with functional leaders (e.g., Finance, Product, Operations, Sales) to support financial decision-making
· Provide actionable insights on cost management, revenue drivers, and operational efficiency
· Support resource planning, investment evaluation, and cost optimization efforts
· Translate financial data into clear business insights for non-financial stakeholders
· Conduct scenario modeling, sensitivity analysis, and business case development for key initiatives
· Support strategic projects such as new product launches, pricing changes, and process improvements
· Evaluate financial impact of initiatives and track performance against expectations
· Assist in long-term strategic planning and financial outlook development
· Produce accurate and timely financial reporting packages
· Ensure data integrity and consistency across financial systems and reports
· Improve reporting processes and automate where possible
· Leverage tools (e.g., Excel, Power BI, financial systems) to enhance data visualization and insights
· Identify opportunities to improve financial processes, reporting accuracy, and efficiency
· Support implementation of new tools, models, and best practices
· Partner with Accounting to ensure alignment between financial results and forecasts
Basic Requirements:
· 4–7+ years of experience in FP&A, financial analysis, or related field
· Strong financial modeling and analytical skills
· Advanced proficiency in Excel (e.g., pivot tables, modeling, forecasting)
· Ability to synthesize data into clear insights and communicate effectively
Preferred Requirements:
· Skillset and strong interest in leveraging AI technologies (Claude, Copilot, etc.) to improve efficiency, accuracy, and scalability of financial reporting processes
· Experience supporting business units or revenue-generating functions
· Familiarity with financial systems (e.g., SAP, Hyperion, Oracle, Anaplan)
· Experience with data visualization tools (e.g., Power BI, Tableau)
· MBA, CFA, CPA, or progress toward certification