Senior Financial Analyst

Responsibilities

• Own the monthly, quarterly, and annual budgeting and forecasting process for corporate expenses, including professional services, facilities, travel, and overhead.
• Monitor actuals vs. budget and forecast, identify variances, and provide clear explanations to leadership.
• Partner with budget owners to ensure expense discipline and effective resource allocation.
• Develop and maintain detailed labor models that align with workforce planning, departmental budgets, and operational needs.
• Track headcount by function, location, and status (FTE, contractor, etc.) to ensure accuracy and alignment with approved staffing plans.
• Analyze labor cost trends, overtime, and productivity metrics, highlighting risks and opportunities.
• Collaborate with HR and department leaders to provide data-driven insights on hiring, attrition, and organizational capacity.
• Manage tracking and forecasting of data costs (e.g., third-party data provider expenses, transaction-based fees, and licensing costs).
• Develop cost-per-transaction and cost-per-product metrics to monitor efficiency and profitability.
• Work with Procurement, Product, and Operations teams to evaluate vendor pricing, contract terms, and potential cost savings opportunities.
• Prepare monthly management reporting packages with insights, KPIs, and recommendations for improvement.
• Support annual operating plan, long-range planning, and rolling forecast updates.
• Develop financial models to assess the impact of volume fluctuations, pricing changes, and operational improvements.
• Partner cross-functionally to improve visibility into cost drivers and align resources with strategic priorities.
• Identify and implement process improvements to enhance forecasting accuracy, reporting speed, and data integrity.
• Leverage financial systems (e.g., Adaptive Insights, Anaplan, Hyperion, or similar) and BI tools (e.g., Power BI, Tableau) to streamline reporting and analysis.
• Evaluate key business challenges; direct the development of new or improved solutions.

Qualifications

• Bachelor’s degree in finance, Accounting, Economics, or related field; MBA or CPA/CFA a plus.
• 4–7 years of progressive experience in FP&A, preferably in a transactional, high-volume services or technology business.
• Strong understanding of corporate expense management, labor cost modeling, and vendor/data cost tracking.
• Advanced Excel and financial modeling skills; experience with enterprise planning systems and data visualization tools.
• Proven ability to synthesize complex data into clear, actionable recommendations.
• Excellent communication and interpersonal skills, with the ability to partner effectively across functions and levels.
• Detail-oriented, with strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.