Senior Financial Analyst FP&A

About the role

The Senior Financial Analyst will serve as the primary owner of the company’s budgeting process, with a strong emphasis on financial planning and analysis. This role leads the coordination of departmental and subsidiary budget submissions, reviews them for accuracy and alignment with company goals, and consolidates them into a complete master budget. The analyst will develop and maintain cash flow forecasts to support short- and long-term management, drive multi-year financial planning, and act as a key partner to leadership by providing insights, analysis, and recommendations to support informed decision-making and long-term growth. The role leverages data visualization tools, including Power BI, to present complex financial information in clear, actionable formats.

Responsibilities

• Own and manage the overall budgeting process, including preparation, consolidation, and presentation of seasonal budgets, sub-budgets, and the master budget, ensuring alignment with organizational goals and financial sustainability.
• Provide variance analysis and reporting against budget, forecasts, and prior periods, highlighting key drivers and actionable insights.
• Build and manage multi-year financial models to inform long-range planning and strategic initiatives.
• Develop, maintain, and present cash flow forecasts to support planning and operational needs.
• Support funding rate negotiations by preparing mock budgets and conducting rate analyses.
• Analyze and explain financial trends, answering "why" things are happening through deep-dive investigations.
• Contribute to RFPs, special projects, ad hoc research, and financial analysis.
• Manage the allocation process across programs and administrative cost centers, including deciding allocations, setting them up, and tracking changes.
• Drive continuous improvements in budgeting, forecasting, and planning by developing tools, templates, and process efficiencies.
• Work closely with Business Intelligence to create impactful dashboards and reports through Power BI and other tools, ensuring financial insights are accessible and well-communicated.
• Serve as a subject-matter expert on financial planning and analysis, supporting ad-hoc analyses as needed.

Requirements

• BA or BS in Finance, Accounting, Business, or related field required; Master’s degree or MBA preferred.
• Minimum of 3 years of financial analysis and/or budgeting experience in a similar role.
• Experience with multi-company/divisional analysis highly desirable.
• Strong proficiency in financial modeling, data analysis, and spreadsheet software.
• Advanced proficiency in Microsoft Excel and/or Power BI.
• Strong working knowledge of Microsoft Word and PowerPoint for reporting and presentations.
• Experience with FP&A software preferred.
• Ability to work both independently and as a member of the Finance team.
• Must be able to work effectively with department co-workers, other corporate departments, subsidiary companies/divisions, and senior/executive management.
• Must be able to interface professionally both inside and outside the organization.
• Ability to pass criminal background check and driving record check.
• At least 18 years of age.

Skills

• Oral and written communication
• Proactive problem assessment
• Works independently to complete projects
• Interpersonal and customer service skills
• Organizational skills and attention to detail
• Flexibility and ability to adapt to changing business needs
• Critical thinking
• Leadership abilities
• Team player
• Mission-oriented
• Ethical and reliable
• Able to handle confidential information with discretion

Work Environment

• Office-based position located at the Mesa office with potential for remote work flexibility (1-2 days a week).
• Standard work schedule: Monday through Friday.
• Quarterly travel to different offices as needed.
• Use of vehicle, computer, copy machine, fax machine, printer, phone, projector, speakers, basic audio/video equipment, and other office equipment.
• Duties performed in office and offsite training location environments.

Physical & Mental Requirements

• Ability to perform tasks using a computer.
• Ability to communicate with a variety of people in person, via telephone, and email.
• Ability to work under stressful conditions, including handling difficult people and multiple work assignments.
• Ability to work a flexible schedule depending on program and department needs.
• Ability to travel to various office and training site locations.
• Ability to lift up to 10 lbs.

Benefits

RISE offers competitive pay depending on experience and excellent benefits.