Senior Financial Analyst

Essential Duties & Responsibilities

• Perform monthly financial analysis, focusing on revenue trends, expense management, and profitability analysis to deliver meaningful insights that drive business decisions.
• Assist with the annual budgeting process partnering with business leaders to ensure alignment with strategic objectives. Work to refine and improve budgeting methodologies to enhance understanding of financial performance.
• Prepare comprehensive board materials and financial reports for senior management, including insights into financial performance, strategic initiatives, and profitability.
• Partner with senior leadership to analyze and understand key drivers of profitability across the organization, supporting initiatives that drive financial efficiency and growth.
• Utilize AI-enabled tools and data analytics platforms to improve forecasting accuracy, streamline reporting, and surface actionable insights.
• Respond to ad hoc requests from lenders and private equity sponsors, providing timely and accurate financial information, analyses, and projections as needed.
• Build strong relationships with key stakeholders across departments to gather data, refine financial processes, and ensure alignment with financial goals.
• Support and execute high-impact strategic projects including scenario modeling, growth initiatives, and operational improvements.

Education / Training / Experience

• Bachelor’s degree in Finance, Accounting or related field.
• 3-5 years of experience in FP&A, investment banking, or related corporate finance roles, ideally within a high-growth environment or PE portfolio company.
• Advanced proficiency in Excel and financial modeling; experience with ERP systems and finance focused analytical tools a plus.
• Familiarity with AI-enabled productivity tools (e.g., Copilot, ChatGPT, or similar) and data visualization platforms (Power BI, Tableau) preferred.

Skills

• Excellent communication skills, with the ability to present complex financial information to non-financial stakeholders.
• Highly self-motivated with the ability to work independently and manage multiple priorities in a fast-paced, high-growth environment.
• Excellent attention to detail, problem-solving, and organizational skills.
• Strong interpersonal skills with the ability to collaborate across departments.
• Ability to work under pressure, prioritize tasks, and meet deadlines.