Senior Financial Analyst

Key Responsibilities

• Perform complex financial analyses and develop recommendations to support strategic and operational business decisions.
• Prepare and distribute recurring financial reports, dashboards, and management summaries.
• Support Sales & Operations Planning (S&OP), Integrated Business Planning (IBP), demand forecasting, and supply chain finance processes in a complex business environment.
• Conduct special financial studies and ad hoc analyses as requested by leadership.
• Serve as a resource and mentor to less-experienced analysts during the annual budgeting process, including revenue, expense, service fee, and staffing forecasts.
• Analyze financial performance and explain variances between actual results, budgets, and forecasts.
• Develop and maintain financial models to support planning, forecasting, and business initiatives.
• Collaborate with cross-functional teams to gather, analyze, and interpret financial and operational data.
• Ensure accuracy and integrity of financial reporting and analysis.
• Provide guidance, training, and coaching to less-experienced Financial Analysts as needed.

Qualifications

• CPA is Required
• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 5–8 years of progressive experience in financial analysis, budgeting, forecasting, or related financial roles.
• Strong analytical, problem-solving, and financial modeling skills.
• Advanced proficiency in Microsoft Excel and financial reporting tools.
• Experience preparing and presenting financial information to management.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Preferred Qualifications

• Master's degree in Finance, Business Administration, or related field.
• Experience with financial planning and analysis (FP&A) processes.
• Knowledge of ERP systems and business intelligence tools.
• Professional certifications such as CFA or FP&A certification.