Senior Financial Analyst

Essential Functions

• Financial Leadership
• Lead and support the execution of firmwide financial planning, analysis, forecasting, and performance reporting in support of CFO-defined financial strategy
• Serve as the primary finance partner to the Chief Financial Officer by providing rigorous analysis, insight, and recommendations to inform executive-level decision-making
• Establish financial frameworks, standards, and processes that align with firm’s long-term growth and scalability
• Identify financial risks and opportunities and proactively recommend actions
• Budgeting, Forecasting & Financial Modeling
• Create, monitor, and report on the annual operating and capital budgets
• Create financial models and forecasts to support business planning and strategic initiatives
• Analyze variances between actual results and forecasts; clearly communicate drivers and implications
• Evaluate proposed changes in staffing, methods, investments, and operations for financial impact
• Pricing, Contracts & Profitability
• Lead fee and pricing analysis and develop pricing recommendations
• Create, maintain, and improve fee-estimating templates and financial tools
• Support contract management through financial review and risk assessment
• Analyze profitability by service line, market, and project
• Identify underperforming services or projects and recommend corrective actions
• Financial Reporting & Analysis
• Prepare financial reports, dashboards, and projections based on detailed analysis
• Evaluate firmwide financial performance by comparing actual results to plans and forecasts
• Prepare clear, concise financial presentations and supporting materials for the CFO to present to executive leadership and other stakeholders
• Analyze project-level performance, including strengths, weaknesses, and margin drivers
• Assess the financial impact of firm policies, procedures, and strategic initiatives
• Cost Accounting & Capital Planning
• Oversee cost accounting practices and equipment cost analysis
• Establish and enforce cost analysis policies and procedures
• Analyze capital needs and develop investment recommendations for CFO review and approval
• Short- & Long-Term Incentives
• Lead analysis and calculation of short- and long-term incentive programs
• Provide insight on incentive structures to support performance and retention
• Mergers & Acquisitions & Strategic Growth Support
• Perform detailed financial analysis and due diligence for potential mergers, acquisitions, and strategic investments
• Build and maintain detailed acquisition and valuation models, including scenario analyses to support the CFO’s evaluation of strategic opportunities
• Analyze target firm financials, backlog, contracts, and operational risks
• Support the CFO by analyzing financial implications, risks, and scenarios related to strategic fit, deal structure, and post-acquisition performance
• Auxiliary with post-acquisition financial planning, reporting structures, and performance tracking
• Team & Function Development
• Work closely with the accounting team to ensure accurate financial reporting and decision support
• Design scalable finance processes, tools, and reporting structures
• Auxiliary in defining the structure and future roles of the finance function
• Supervisory/Coaching Responsibilities
• None. Expected to build and lead the finance function over time as the firm grows.

Physical Requirements

• While performing the duties of this job, the associate is occasionally required to stand; walk; sit; use hands to operate, handle, maneuver and manipulate objects, tools or controls; reach with hands and arms; use manual dexterity to operate computer keyboard, calculator, and telephone; talk and hear; climb stairs; balance; stoop, kneel.
• Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Minimum Requirements

• Bachelor’s degree in Finance, Accounting, or related field (master’s degree preferred)
• 7+ years of progressive finance experience, including financial planning and analysis
• Demonstrated ability to operate independently and take full ownership of financial responsibilities
• Advanced proficiency in financial modeling and Microsoft Excel
• Strong analytical skills with the ability to translate complex data into actionable insights
• Excellent communication skills with the ability to support and influence leadership through analysis
• Strong organizational skills and ability to manage multiple priorities in a dynamic environment