Senior Financial Analyst
Why Secur-Serv?
Join Secur-Serv because we are committed to professional and personal growth, working with employees to develop a defined career path and helping them achieve their career goals with internal and external training and tuition reimbursement. We empower our employees to innovate and be a part of solutions that improve processes, systems, and transformation. We recognize and provide an environment where each and every employee can make an impact. We have a generous benefits package for our full-time employees, which includes a copay medical plan option, HSA medical plans with employer contributions to your HSA Account, dental, vision, company-paid life insurance, and company-paid short- and long-term disability coverage. Plan for your future with Secur-Serv’s 401K savings plan with a generous company match.
Position Summary
The Senior Financial Analyst provides financial analysis, reporting, business support, and responds to external requests.
Essential Responsibilities
Financial Planning, Analysis, and Reporting
Management and administration of the FPA Planning system (NetSuite Planning and Budgeting NSPB)
Support the process and creation of financial forecasts and budgets for all major forecasting and budgeting cycles
Creation of report templates to support analysis and requirements of management and FPA staff
Management & External Reporting
Responsible for producing multiple reporting packages that are used internally and externally
Prepare reports and analysis of trends in P&L results and business metrics compared to expectations to provide insight into business results
Provide support to Accounting department during the close periods to ensure data integrity
Create and maintain reporting hierarchies for financial systems (NetSuite, NSPB, and Smart View). Understanding reporting hierarchies is a must!
Provide supporting schedules for external reporting (Monthly Management Review and Lender reporting)
Distribute financials to the Accounting/Finance team for review during the accounting close process
Support Ad hoc report requests from Board of Directors as well as the internal management team
Business Support
Business Support of the executives and other department
Business Support of the Finance/HR/Legal/IT departments
Business and Reporting Process Improvement
Create, audit, and update documentation in business and reporting processes
Utilize modern reporting tools (NSPB, PowerQuery, and PowerBI) and AI (Claude and CoPilot) to improve accuracy and ease of reporting
Partner with Sales, Billing, and IT teams to evaluate business processes and look for opportunities to improve inputs to achieve reporting and analysis outcomes
Requirements
Bachelor's degree in Finance, Accounting, or a related field.
Minimum of five (5) years professional experience with financial analysis, budgeting, planning and financial modeling
Strong Microsoft Office skills and proficiency with company-wide ERP systems (NetSuite), financial planning systems (NSPB), financial reporting systems (NSPB and Smart View), and sales and marketing systems (HubSpot, Service Now, and ConnectWise)
Ability to work under tight deadlines in a fast paced, dynamic environment where accuracy is expected
Ability to summarize and clearly communicate financial analysis to non-financial business partners
Critical thinking skills
Proactive, future-looking, positive attitude
Strong communication (written and oral) skills including with people in other business groups
Ability to develop positive and professional relationships with colleagues and leadership and work effectively across organization boundaries
Preferred Skills/Experience
CMA, MBA or CPA