Senior Financial Analyst

Essential Functions

• Support the annual budgeting process, quarterly forecasting cycles, and long-range financial planning activities.
• Develop and maintain financial models used for forecasting revenue, expenses, cash flow, and profitability.
• Analyze financial results and variances against budget, forecast, and prior periods.
• Prepare scenario analyses and sensitivity models to support business planning and decision-making.
• Analyze financial and operational performance trends across business units and departments.
• Develop KPI reporting and performance dashboards that support executive decision-making.
• Evaluate customer, installation, service, and monitoring profitability to identify opportunities for improvement.
• Perform pricing, margin, and profitability analyses to support growth and operational initiatives.
• Prepare monthly, quarterly, and annual reporting packages for executive leadership.
• Translate complex financial and operational data into clear business insights and recommendations.
• Serve as a trusted financial resource to business leaders throughout the organization.
• Assist finance leadership with strategic planning and business case development.
• Support board, lender, and investor reporting activities as needed.
• Participate in special projects related to operational efficiency, business transformation, and strategic growth.

Required Skills & Abilities

• Advanced financial modeling and forecasting skills.
• Strong analytical and problem-solving capabilities.
• Advanced Microsoft Excel skills, including complex financial modeling, Power Query, Pivot Tables, and scenario analysis.
• Strong understanding of financial statements and key business performance drivers.
• Experience developing executive-level reporting and presentations.
• Able to synthesize complex information into actionable recommendations.
• Strong communication and business partnering skills.
• Experience with Power BI, Tableau, or similar business intelligence platforms preferred.
• Able to manage multiple priorities in a fast-paced, growth-oriented environment.

Education & Experience

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field required.
• 5-8 years of experience in FP&A, corporate finance, accounting, investment banking, or related analytical roles.
• Experience with budgeting, forecasting, and financial modeling required.
• Experience preparing executive-level reporting and financial presentations required.
• Experience supporting a recurring revenue, subscription-based, or service-oriented business preferred.
• Experience supporting acquisition analysis, integration activities, or high-growth organizations preferred.
• MBA, CPA, CFA, or similar professional designation preferred.