Senior Financial Analyst

About The Opportunity

A growing, well-established organization known for its collaborative culture, operational excellence, and strong leadership team. This newly created position offers the opportunity to work directly with executive leadership, helping drive strategic decisions through meaningful financial analysis and business partnership.

Opportunity Highlights

• Join an outstanding executive leadership team.
• Be part of a growing organization with expansion plans into additional states.
• Enjoy real career advancement as the company continues to grow.
• Work in a collaborative, supportive environment where people genuinely enjoy working together.
• Partner directly with leadership and make an impact on strategic decisions.
• Join a forward-thinking organization that embraces continuous improvement and values new ideas.

Senior Financial Analyst Summary

The Senior Financial Analyst will serve as a strategic business partner to executive leadership, providing financial insights that help improve profitability, operational performance, and long-term decision making. This individual will play a key role in budgeting, forecasting, financial modeling, KPI development, and executive reporting while partnering closely with leaders across multiple business functions. This role is ideal for someone who thrives in an analytical environment and enjoys translating financial information into actionable business recommendations.

Primary Responsibilities

• Lead the annual budgeting and quarterly forecasting processes.
• Develop financial models supporting strategic initiatives and operational decisions.
• Analyze monthly financial performance, identifying key trends, risks, and opportunities.
• Create executive dashboards and KPI reporting packages.
• Partner with operations, sales, service, and leadership teams to improve financial performance.
• Perform profitability analysis by business unit, customer, product line, and location.
• Build scenario models and sensitivity analyses to support strategic planning.
• Identify operational efficiencies and provide recommendations to improve profitability.
• Support long-range financial planning and growth initiatives.
• Prepare presentations and financial reporting for executive leadership.
• Improve financial reporting processes through automation and enhanced reporting tools.
• Assist leadership with special projects, acquisitions, and ad hoc financial analysis as needed.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 4+ years of FP&A, Financial Analysis, Corporate Finance, or Strategic Finance experience.
• Advanced Microsoft Excel skills including financial modeling.
• Experience with budgeting, forecasting, variance analysis, and KPI reporting.
• Ability to communicate financial information to non-financial leaders.
• Strong analytical, problem-solving, and business partnering skills.

Preferred Qualifications

• Manufacturing, distribution, equipment, construction, or industrial industry experience.
• Experience supporting operational leadership.
• Exposure to Power BI, Tableau, or similar visualization tools.