Senior Financial Analyst

About the role

The Senior Financial Analyst at Secur-Serv plays a crucial role in providing financial analysis, reporting, and business support. They manage and administer the FPA Planning system (NetSuite Planning and Budgeting NSPB), create financial forecasts and budgets, and produce various reporting packages both internally and externally.

Responsibilities

• Financial Planning, Analysis, and Reporting
• Support the process and creation of financial forecasts and budgets for all major forecasting and budgeting cycles
• Create report templates to support analysis and requirements of management and FPA staff
• Manage and administer the FPA Planning system (NetSuite Planning and Budgeting NSPB)
• Prepare reports and analysis of trends in P&L results and business metrics compared to expectations to provide insight into business results
• Support the Accounting department during the close periods to ensure data integrity
• Create and maintain reporting hierarchies for financial systems (NetSuite, NSPB, and Smart View)
• 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
• Competence in summarizing and clearly communicating financial analysis to non-financial business partners
• Strong analytical and 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