Senior Financial Analyst

Summary

The Senior Financial Analyst (SFA) is a strategic business partner responsible for revenue forecasting, budgeting, financial modeling, and performance analysis. Reporting to the Manager of FP&A, this role supports business growth by delivering actionable insights, evaluating new opportunities, driving process improvements, and presenting data in a clear and compelling manner.

IN THIS ROLE, THE IDEAL CANDIDATE WILL SERVE AS THE FINANCIAL EXPERT IN KEY AREAS:

• Financial Planning & Forecasting
  Lead budgeting, forecasting, and long-range planning activities for assigned revenue and operating expense areas.
  Develop and maintain financial models, monitor performance against plan, and provide actionable variance analysis and recommendations.
  Partner with business leaders to improve forecast accuracy and support achievement of financial objectives.

• Business Partnership & Strategic Analysis
  Serve as a trusted business partner to Sales, Operations, and Corporate leaders by providing financial insights that support decision-making.
  Lead financial modeling and business case development for new opportunities, strategic initiatives, and operational investments.

• Reporting, Communication & Storytelling
  Support KPI reporting, management reporting, and performance analytics.
  Translate financial and operational data into clear, actionable insights and present recommendations to leadership in a compelling and concise manner.

• Process Improvement & Analytics
  Identify and implement opportunities to improve, automate, and streamline planning, reporting, and analytical processes.
  Develop tools, dashboards, and metrics that enhance visibility into business performance and increase organizational efficiency.

Supervisory Responsibilities

This position has no supervisory responsibilities

The Ideal Candidate Will Have The Following Qualifications

• A Bachelor’s degree in Accounting or Finance
  3–5 years of experience in FP&A, financial analysis, accounting, consulting, or related analytical roles

• Good written and oral communication skills
  Advance working knowledge in both Excel and PowerPoint; Knowledge in ERPs & Business Intelligence Reporting a plus

• Ability to collect, evaluate and interpret data, in both statistical and narrative form
  Ability to communicate complex financial concepts clearly to both financial and non-financial audiences

Personal And Professional Attributes

• The ideal candidate must be a rigorous analytical thinker and problem solver with the following professional attributes:
  Strong work ethic, sound judgment, and the highest standards of honesty and integrity
  Naturally curious and analytical, with the ability to solve complex business problems and translate data into actionable insights
  Effective and confident communicator with strong presentation skills
  Collaborative business partner who builds trust across functions and works effectively to achieve shared objectives
  Continuous improvement mindset with a passion for innovation, process optimization, and driving meaningful business results

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Comprehensive Benefit Package

At InfuSystem, we give our employees the tools to succeed both on and off the job. Our generous benefits package provides comprehensive coverage to help you protect your health and earning power and prepare for the future.