Senior Financial Analyst

About the role

The Senior Financial Analyst is responsible for handling complex tasks, often involving strategic analysis and a broader scope of responsibilities. This role requires 4+ years of experience and involves detailed financial analysis, improving financial acumen of the business, building models, and strategic planning. The position aims to develop business acumen, strategic thinking, and leadership skills while serving as a trusted finance business partner to senior leadership. The role translates complex financial data into clear, actionable insights and provides objective challenge to drive sound business decisions. Additionally, the Senior Financial Analyst will leverage data, technology, and AI to transform processes, drive automation, enhance data quality, and lead process improvements.

Responsibilities

• Perform detailed financial analysis to support strategic decision-making.
• Build and maintain complex financial models to forecast and analyze financial performance.
• Develop and maintain KPI reporting packages that connect financial results to operational performance, including volume, margin, labor, freight, inventory, productivity, customer profitability, and other division-specific metrics.
• Participate in strategic planning activities, offering insights and recommendations.
• Ensure compliance with company policies, accounting standards, and regulatory requirements.
• Support budgeting and forecasting processes, providing detailed analysis and insights.
• Host financial reviews with business partners to communicate performance results, explain key drivers, challenge assumptions, and improve financial and business acumen across the organization.
• Maintain accurate and organized financial records.
• Constructively challenge assumptions, business cases, and investment proposals brought forward by senior leaders.
• Leverage AI-powered tools and technologies (e.g., Copilot, automation platforms, and data analytics solutions) to streamline workflows, driving greater accuracy and efficiency.
• Identify and champion opportunities to transform processes by evaluating current workflows, recommending automation or AI-driven solutions, and leading implementation efforts to reduce manual effort and improve turnaround times.
• Stay current on emerging AI technologies and digital tools relevant to the finance landscape, proactively bringing forward ideas to modernize processes and enhance the team's capabilities.
• Live the company values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit.
• Champion continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization.
• Continuously learn and develop professionally.
• Support corporate efforts for safety, government compliance, and all other company policies and procedures.
• Perform other related duties as required and assigned.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• 4 – 7 years of experience in financial planning and analysis or a related field.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Excel and other financial software.
• Ability to work independently and as part of a team.
• Strong attention to detail and accuracy.
• Effective communication and presentation skills.
• Demonstrated leadership abilities and strategic thinking.
• Demonstrated ability to identify, evaluate, and implement AI-enabled tools and process improvements to improve efficiency, accuracy, and scalability within finance processes.

Preferred: Additional certifications (e.g., CFA, CPA).

Additional Information

U.S. Venture will not offer sponsorship for employment status (including, but not limited to, H-1B, TN, E-3, F1, CPT, OPT, STEM OPT, visa status, and other employment-based nonimmigrant visas) for this position. All applicants must be currently authorized to work in the United States on a full-time basis without requiring sponsorship.