Senior Financial Analyst

Job Summary

The Senior Financial Analyst supports financial planning, budgeting, forecasting, and reporting activities for the organization and its subsidiaries. This role partners with business units to provide financial insights, improve reporting, and support decision-making. The position also contributes to financial modeling, cash flow forecasting, and process improvement initiatives.

About the Role

Supports the annual budgeting process and quarterly forecasting cycles. Prepares recurring financial reports and assists in developing materials for senior management and board presentations. Performs financial analysis, including variance analysis, KPI tracking, and support for capital investment evaluations. Assists with cash flow forecasting and liquidity planning. Supports financial oversight of projects through tracking, reporting, and analysis. Contributes to M&A activities, including financial modeling, due diligence support, and integration analysis. Develops and maintains financial models and reporting tools. Provides ad hoc analysis and insights to support business decisions. Partners with internal teams to improve financial processes, reporting accuracy, and efficiency. Assists with internal audit requests and other special projects as needed.

Essential Duties And Responsibilities

• Supports the annual budgeting process and quarterly forecasting cycles.
• Prepares recurring financial reports and assists in developing materials for senior management and board presentations.
• Performs financial analysis, including variance analysis, KPI tracking, and support for capital investment evaluations.
• Affords assistance with cash flow forecasting and liquidity planning.
• Supports financial oversight of projects through tracking, reporting, and analysis.
• Contributes to M&A activities, including financial modeling, due diligence support, and integration analysis.
• Develops and maintains financial models and reporting tools.
• Provides ad hoc analysis and insights to support business decisions.
• Pairs with internal teams to improve financial processes, reporting accuracy, and efficiency.
• Assists with internal audit requests and other special projects as needed.

Position Requirements (Work Experience, Skills, Licenses, Etc.)

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field required.
• 2–5 years of relevant finance or accounting experience.
• Strong proficiency in Microsoft Excel and PowerPoint, including financial modeling and data analysis.
• Strong analytical, problem-solving, and communication skills.
• Ability to work independently and collaborate across teams.

Additional Skills/Abilities

• Preferred, but not required: CPA with Big 4 experience, MBA, experience in construction, engineering, or project-based industries, familiarity with Cognos TM1/Planning Analytics, Power BI, or similar business intelligence tools, 2+ years Corporate Finance experience.

Competencies

• Proactivity/Initiative: Recognizes what needs to be done and accomplishes it in a manner appropriate for one’s level/position and with minimal supervision.
• Perseverance: Shows wherewithal to fight for difficult goals despite challenges and to bounce back from adversity.
• Motivation/Dedication: Commits to excellence in pursuing unselfish goals. Initiates action with collective goals, takes responsibility, and shows personal humility.
• Technical Curiosity/Willingness to Learn: Interest in seeking out new experiences, knowledge, and candid feedback; demonstrating an openness to learning and change.
• Insight: The ability to gather and make sense of information that suggests new possibilities.
• Engagement: Shows a knack for using emotion and logic to communicate a persuasive vision and connect with people. Understands people’s strengths & weaknesses and actively seeks to understand other perspectives.
• Communication: Fosters open, honest, candid and respectful communication. Effectively assesses, defines and communicates issues in a timely manner, both written and verbal.
• Teamwork: The ability to effectively work toward common goals with others by supporting, encouraging, and sharing information in an authentic and approachable manner.
• Big Picture: Understands and contributes to the organizations’ short- and long-term business strategy. On a personal level has independently developed a vision for short- and long-term career success.
• Problem-Solver: Ability to identify, analyze, and solve problems in support of personnel, group, department, or organizational objectives.
• Execution: Effectively takes a vision and translates into action by including the right people. Identify and remove barriers, when possible, to achieve results. Demonstrates appropriate compromise, effective time management, prioritization practices and holds team members (including themselves) accountable for their performance/conduct.
• Professionalism: Respectfully observes and challenges the status quo with intent for improvement. Can take direction, accept feedback, and take full responsibility for his/her actions. Lead by example through positive influence and ethical leadership with consideration of the entire organization.

Job Responsibility Level

No direct reports.

Travel Requirements

Travel required 5-10% of the time to other office locations.

Hours

This is an exempt position. Workdays are scheduled from Monday through Friday. Typically, work hours begin and end between 9:00 am and 6:00 pm as scheduled with the position's supervisor. Occasional overtime may be necessary for business needs.

Physical Demands

Must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Prolonged sitting. Frequently required to reach with hands and arms. Occasionally required to stand; walk and stoop, kneel, crouch.

Competitive Wage

$89,500 - $122,750 Annual Salary. Applicants, please note that actual compensation is determined by several factors that are unique to each candidate, including but not limited to job-related skills, depth of experience, certifications, relevant education or training, and specific work location, among others.