Financial Analyst

About the role

The Financial Analyst will play a key role in shaping executive decision-making through meaningful financial insights, forecasting, and data-driven reporting. They will partner closely with business leaders and FP&A leadership to drive performance management, improve forecast accuracy, and provide clarity around financial results that influence strategic direction.

Responsibilities

• Lead the preparation, consolidation, and analysis of annual budgets, rolling forecasts, and long-range financial plans, including documentation of assumptions, scenario modeling, and alignment with strategic objectives.
• Monitor financial performance against budget and forecast; analyze variances and assess implications for future results, risks, and opportunities.
• Support strategic and growth initiatives through advanced financial modeling (ROI, NPV, new products/services, expansion initiatives) and maintain the company’s strategic plan by tracking progress against defined goals.
• Serve as a strategic finance business partner to operational and functional leaders, delivering actionable insights, performance analysis, and data-driven recommendations to improve revenue, margin, pricing, and cost efficiency.
• Develop, enhance, and maintain Key Performance Indicators (KPIs), dashboards, and management reporting tools; conduct analysis related to customer acquisition, market performance, marketing effectiveness, and overall profitability, including ad hoc executive decision support.
• Prepare and present weekly, monthly, quarterly, and annual financial reporting packages for executive leadership, the Board of Directors, and external stakeholders, translating complex financial data into clear, concise narratives.
• Lead financial systems utilization and process optimization efforts, leveraging Jedox for FP&A processes, Acumatica ERP as the system of record, and historical data from Microsoft Dynamics SL; partner with IT and external consultants to drive automation, standardization, and continuous improvement.
• Regularly engage with senior leadership and have the opportunity to expand scope over time, including deeper FP&A ownership, cross-functional influence, and potential progression into broader FP&A leadership or people-management roles.

Qualifications

• Education: Bachelor’s degree in finance, accounting, economics, or a related field.
• Licenses/Certifications: MBA, CPA, or CMA preferred.
• Years of Experience: 0-2 years of experience in financial analysis, FP&A, or corporate finance.
• Required Skills & Abilities: Experience working with ERP and FP&A planning systems required. Advanced Excel and financial modeling skills. Strong analytical, problem-solving, and communication skills, with the ability to influence non-finance stakeholders.
• Travel Requirements: 0-5%
• Other Requirements: Experience with Jedox, Adaptive, Anaplan, Planful, or similar FP&A tools preferred. Experience with Acumatica ERP or comparable mid-market ERP platforms preferred. Familiarity with Microsoft Dynamics SL or legacy ERP data environments preferred. Experience participating in or supporting system implementations and post-go-live optimization initiatives preferred. Exposure to business intelligence tools such as Power BI or Tableau preferred.

Physical Requirements

• Primarily sedentary work performed in an office environment.
• Ability to communicate promptly and clearly via phone and computer.