Senior Financial Analyst, Financial Planning & Analysis

The Senior Financial Analyst, Financial Planning & Analysis supports enterprise financial planning, forecasting, performance reporting, and strategic analysis. This position prepares and analyzes financial information used in the weekly Forecast, Long-Range Projection, Latest Estimate, annual Plan, Period Reviews, and Board reporting. The Senior Analyst works closely with Finance and business partners to collect and validate inputs, maintain financial models, identify performance trends, and develop clear, actionable insights for senior leadership. The role also coordinates recurring planning and reporting activities, including sales initiative and expense management tracking, and assists with the preparation and review of executive- and Board-level materials. The Senior Financial Analyst has limited supervisory responsibilities (e.g., interns) with potential for expansion.

• Prepare and maintain the weekly financial forecast, coordinating with Finance teams to ensure complete, accurate, and timely inputs.
• Analyze actual and forecasted financial performance, including key business drivers, trends, risks, opportunities, and significant variances.
• Develop clear explanations of changes in the financial outlook and summarize key findings for Senior Manager and VP of FP&A review.
• Perform sensitivity, scenario, and ad hoc financial analyses to support business decisions and evaluate potential outcomes.
• Support the Long-Range Projection, Latest Estimate, Initial Plan, and Final Plan processes through financial modeling, consolidation, and validation of assumptions.
• Coordinate with Finance and functional stakeholders to collect planning inputs and assess submissions for reasonableness, completeness, consistency, and alignment with strategic initiatives.
• Prepare financial schedules, analyses, presentation materials, and supporting documentation for management review throughout planning cycles.
• Support preparation of the State of the Business and quarterly Board Book, including collection, review, and coordination of assigned financial content.
• Prepare concise financial narratives, charts, and analyses for executive and Board audiences, incorporating management feedback and revisions.
• Maintain quarterly PITT CREW tracking, coordinate with stakeholders to validate reported information, and reconcile results to supporting data.
• Maintain planning calendars, deliverable trackers, templates, financial models, and process documentation supporting recurring FP&A activities.
• Monitor deadlines and proactively work with stakeholders to resolve data-quality issues, inconsistencies, missing information, and potential delays.
• Identify and implement opportunities to improve the efficiency, accuracy, standardization, controls, and transparency of FP&A processes through technology, reporting tools, and automation.
• Provide analytical, financial modeling, and project support for special initiatives and other FP&A priorities throughout the year.

REQUIRED:

• Bachelor's degree in Accounting or Finance
• Three to five of relevant experience in FP&A, accounting, financial analysis, or a related discipline
• Demonstrated experience with financial forecasting, budgeting, variance analysis, and management reporting
• Advanced proficiency in MS Office programs (e.g., Excel, Word, PowerPoint, Access)

PREFERRED:

• Master's Degree
• CPA