Senior Financial Analyst

About The Role

The Senior Financial Planning Analyst plays a critical role in driving financial insight and operational excellence across the organization. This position partners closely with business leaders to analyze performance, develop forecasts, evaluate opportunities, and support long-term planning.

Responsibilities

• Support the development of annual budgets, quarterly forecasts, and long-range financial plans.
• Build and maintain financial models to evaluate business performance, scenario planning, and strategic initiatives.
• Analyze monthly results, identify trends, and provide actionable insights to leadership.
• Collaborate with cross-functional teams (Operations, Sales, IT, HR, etc.) to understand drivers of financial performance.
• Present financial insights and recommendations to management in a clear, compelling way.
• Support business cases for new investments, product launches, and strategic projects.
• Prepare monthly and quarterly reporting packages, including variance analysis and KPI dashboards.
• Improve reporting processes and automate recurring analyses where possible.
• Ensure accuracy, consistency, and integrity of financial data.
• Conduct ad-hoc financial analysis to support executive decision-making.
• Evaluate profitability, pricing strategies, cost-saving opportunities, and ROI on key initiatives.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5–7+ years of progressive experience in FP&A, corporate finance, or related analytical roles.
• Advanced proficiency in Excel and financial modeling; experience with BI tools (Adaptive, Looker) preferred.
• Understanding of financial statements, forecasting techniques, and business performance metrics.
• Strong communication skills with the ability to translate data into insight.
• Ability to work independently, manage multiple priorities, and influence stakeholders.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5–7+ years of progressive experience in FP&A, corporate finance, or related analytical roles.
• Advanced proficiency in Excel and financial modeling; experience with BI tools (Adaptive, Looker) preferred.
• Understanding of financial statements, forecasting techniques, and business performance metrics.
• Strong communication skills with the ability to translate data into insight.
• Ability to work independently, manage multiple priorities, and influence stakeholders.

Skills

• Advanced proficiency in Excel and financial modeling.
• Experience with BI tools (Adaptive, Looker).
• Understanding of financial statements, forecasting techniques, and business performance metrics.
• Strong communication skills.
• Ability to work independently and influence stakeholders.

Benefits

• Competitive salary.
• Medical Benefits.
• 401(k) with Company Match Up to $100k.
• Life Insurance & Short-Term Disability (Employer Paid).
• Legal and Pet Insurance Plans.
• Employee Assistance Program.
• Product Discount.