Sr. Financial Analyst

We are seeking a highly motivated and analytical Financial Analyst to support the financial planning, forecasting, reporting, and operational analysis functions for the Business Unit. This role will partner closely with Operations, Division Leadership, and FP&A leadership to provide financial insights that drive business performance and decision-making.
The ideal candidate will possess strong Excel and data management skills, experience working with large data sets, and the ability to communicate financial results clearly to leadership teams.
Key Responsibilities
Financial Planning & Forecasting
o Support monthly forecasting, annual budgeting, and long-range planning processes
o Maintain and update daily, weekly, and monthly financial forecasts
o Analyze Actual vs Forecast, Actual vs Budget, and Year-over-Year performance variances
o CAPEX Track against budget and present to the executive team
Reporting & Analysis
o Prepare monthly executive reviews and financial performance packages for leadership
o Develop and maintain recurring financial reports and dashboards
o Analyze Travel P&L performance across branches, verticals, divisions, and the overall Business Unit
o Provide actionable recommendations based on financial and operational data for Travel
o Support ad hoc financial modeling and scenario analysis requests
Data Management & Systems
o Manage and validate large data sets from multiple operational and financial systems
o Utilize Excel, Power Query, and reporting tools to automate and improve reporting processes
o Ensure financial data accuracy and integrity across reporting platforms
o Assist with month-end close activities and financial reconciliations
o Support ERP systems such as Oracle or similar financial systems
Business Partnership
o Partner with operational leaders to understand business drivers and financial impacts
o Support decision-making through financial insights and analytics
o Collaborate with cross-functional teams including accounting, operations, payroll, and shared services
o Help identify process improvement opportunities within FP&A reporting and forecasting
Qualifications
o Bachelor's degree in finance, Accounting, Business, or related field
o 25 years of financial analysis, FP&A, or accounting experience
o Strong proficiency in Microsoft Excel including Pivot Tables, XLOOKUP, SUMIFS, and financial modeling
o Experience with Power Query, Power BI, or similar reporting tools preferred
o Experience with ERP systems such as Oracle preferred
o Strong analytical, organizational, and problem-solving skills
o Excellent communication and presentation abilities
o Ability to manage multiple priorities in a fast-paced environment
Preferred Skills
o Experience supporting multi-division or multi-location organizations
o Knowledge of budgeting, forecasting, and variance analysis methodologies
o Experience creating executive-level reporting packages and dashboards
o Understanding of operational finance and labor forecasting
o Ability to work independently while collaborating across departments
Key Competencies
o Financial Analysis
o Forecasting & Budgeting
o Data Analytics
o Attention to Detail
o Business Partnership
o Process Improvement
o Communication Skills
o Time Management
o Organized daily task