Senior Financial Analyst

Job Summary

The Sr. FP&A Analyst (P3) leads key components of corporate and business-unit financial planning, forecasting, and management reporting. This role partners closely with cross-functional leaders to analyze financial performance, identify risks and opportunities, and provide insights that drive business decisions.

Responsibilities

• Own monthly management reporting packages, including variance analysis versus budget and forecast, with actionable insights for leadership.
• Analyze financial results and profitability at the project, business unit, and company level.
• Develop insights on key performance indicators (KPIs) to inform leadership decision-making and recommend actions that strengthen performance.
• Own the annual budget, monthly forecast, and long-range strategic planning processes for assigned functions or business units.
• Direct cross-functional inputs before, during, and after planning cycles to ensure accuracy and alignment.
• Serve as a trusted financial partner to internal stakeholders, leading business performance discussions and challenging assumptions to improve decision-making.
• Collaborate with Accounting for month end close activities including reclass of expenses to ensure alignment with budgets/forecast.
• Develop executive and Board-level presentations that clearly communicate financial performance, risks, opportunities, and recommendations.
• Lead improvements to financial processes, models, and systems related to budgeting, forecasting, and reporting to increase accuracy, transparency, and efficiency.
• Drive the adoption of Power BI reporting and AI-assisted tools to enhance core business processes.

Qualifications

• Champion the adoption of financial systems and new software tools to improve scalability, automation, and reporting effectiveness.
• Bachelor’s degree in finance, Accounting, Business Administration, Economics, or related field.
• Strong analytical skills with attention to detail.
• Advanced Excel skills; experience with financial models and variance analysis.

Core Competencies

• Financial modeling & analysis
• Business partnering
• Process improvement mindset
• Ability to manage multiple priorities
• Strong written and verbal communication