Senior Financial Analyst
Position Summary
The Senior Financial Analyst partners with business leaders to deliver financial planning, forecasting, reporting, and business intelligence solutions that support strategic decision-making. This role combines advanced FP&A expertise with strong data extraction, analytics, and visualization capabilities to transform complex financial and operational data into actionable insights.
Essential Duties
Lead budgeting, forecasting, and long-range planning processes; partner with department leaders to develop and maintain financial assumptions and performance targets.
Extract, transform, and analyze data from multiple systems and databases using business intelligence and analytics tools to support financial reporting and decision-making.
Develop and maintain financial models, dashboards, and automated reporting solutions that improve visibility into business performance and key performance indicators.
Perform variance analysis, profitability analysis, and trend analysis; identify key business drivers, risks, and opportunities, and provide actionable recommendations to management.
Build and enhance forecasting, planning, and scenario models to evaluate strategic initiatives and business performance.
Collaborate cross-functionally to understand operational drivers, support business cases, and provide data-driven insights that improve financial and operational performance.
Prepare executive-level reporting, presentations, and financial packages that clearly communicate financial results and strategic recommendations.
Drive automation, standardization, and continuous improvement of financial reporting and analytical processes.
Support ad hoc analyses, strategic projects, and management requests with accurate, timely, and insightful financial analysis.
Qualifications
Experience in the banking or credit union industries highly preferred
5-8+ years of experience in FP&A, financial analysis, business intelligence, or related finance functions
Advanced Excel and financial modeling skills
Experience with Power BI, Tableau, Snowflake and Power Query
Proficient with Prologue and Axiom
Strong analytical, problem-solving, and communication skills with the ability to translate complex data into actionable business insights
Experience with budgeting, forecasting, financial reporting, and enterprise planning systems preferred