Senior Financial Analyst
Position Summary
We are seeking a highly detail-oriented Senior Financial Analyst to join our Finance team. This role supports core FP&A, budgeting, forecasting, reporting, and financial modeling functions.
Key Responsibilities
Own recurring updates to key finance files, including forecast models, budget files, management reporting packages, and recurring finance schedules.
Refresh actuals, assumptions, headcount, expense data, production data, and other operating metrics on a regular basis.
Maintain version control, documentation, and clean file structure across recurring Finance deliverables.
Ensure reporting outputs are accurate, timely, clearly organized, and ready for Finance leadership review.
Identify variances, data issues, and unusual trends, and proactively flag items that require follow-up.
Maintain and improve complex Excel-based financial models, including forecast models, budget templates, variance analysis files, and operating models.
Build clear, well-structured schedules that can be updated consistently over time.
Support department budget formation, forecast updates, scenario analysis, and business performance tracking.
Translate business logic and operational assumptions into usable model inputs and outputs.
Improve model reliability through checks, controls, documentation, and consistent formatting.
Support ongoing Power BI reporting updates, including data refreshes, file maintenance, validation, and basic dashboard enhancements.
Help bridge Excel-based finance models with Power BI reporting where appropriate.
Maintain recurring data files and ensure Power BI outputs reconcile to Finance source files and approved reporting.
Aid in annual budget formation, department-level budget templates, and recurring forecast updates.
Prepare budget-to-actual and forecast-to-actual variance analysis by department, cost center, product, or business segment.
Work with business owners to collect inputs, clarify assumptions, and track changes.
Document budget assumptions, forecast drivers, and methodology decisions.
Help bridge Excel-based finance models with Power BI reporting where appropriate.
Support ad hoc financial analysis for Finance leadership and business stakeholders.
Improve recurring FP&A processes to make them more accurate, scalable, and repeatable.
Create and maintain documentation for key models, recurring updates, data sources, and reporting steps.
Build checks and controls to reduce manual error and improve confidence in reporting.
Proactively suggest improvements to templates, reporting structure, and update cadence.
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
3–6 years of experience in FP&A, corporate finance, financial analysis, accounting finance, or a related analytical role.
Advanced Excel skills required, including complex formulas, lookups, pivot tables, structured schedules, model organization, and data validation.
Experience maintaining recurring financial models, budget files, forecast files, or management reporting packages.
Power BI experience strongly preferred, including data refreshes, basic report maintenance, Power Query, and familiarity with DAX.
Strong attention to detail and commitment to accuracy.
Ability to take ownership of recurring workstreams and follow through without heavy oversight.
Strong organizational skills, including version control, documentation, and deadline management.
Comfortable working with imperfect data and reconciling information across multiple sources.
Ability to communicate findings clearly and escalate issues appropriately.
Experience in lending, financial services, mortgage, private credit, or asset-based lending is a plus but not required.
Ideal Candidate Profile
The ideal candidate is someone who enjoys being the person Finance can rely on to keep recurring files, models, and reports accurate and up to date. This person is not only good at analysis, but also disciplined about process, documentation, and detail. They should be comfortable owning recurring updates, improving existing files, and making Finance processes more sustainable over time. This role requires someone who is hands-on, dependable, technically strong in Excel, and willing to take ownership of the details that make FP&A work accurate and scalable.
Key Success Measures
Recurring Finance files are updated accurately and on time.
Budget, forecast, and reporting models are well-maintained and clearly documented.
Power BI-supported reporting ties to Finance source files and can be refreshed consistently.
Variance analysis is clear, accurate, and supported by clean schedules.
Finance leadership has reliable, review-ready materials for recurring updates and business discussions.
Processes become more repeatable, less manual, and better controlled over time.