Sr Business Finance & Analytics Analyst
About the role
The Freeman Company is a global leader in events, dedicated to redefining live experiences for a new era. Leveraging a 99-year legacy in event management and advanced technologies, we shape exhibitions, exhibits, and events that drive meaningful engagement. Our mission is to provide insights that propel businesses forward.
Essential Duties & Responsibilities
Lead and manage the Monthly Roll-Up (MRU) process, delivering accurate forecast updates on event performance by location and business unit.
Develop and maintain rolling financial forecasts, providing clear variance commentary against budget and prior periods with recommended corrective actions.
Own the end-to-end budget and forecast cycle from inception through completion, incorporating Salesforce pipeline data, field recommendations, and leadership input.
Build and refine multi-scenario financial models to support strategic planning.
Design and evolve a Freeman Enterprise MRU that spans all divisions, creating a unified view of organizational financial performance.
Translate complex financial and operational data into clear, compelling narratives for leadership, OKRs, and performance reviews.
Partner cross-functionally with Accounting, Operations, Procurement, and IT to ensure accuracy, alignment, and accountability across reporting.
Identify and surface business trends, risks, and opportunities that inform executive decision-making.
Design, build, and maintain Power BI dashboards that track event, operational, and financial performance metrics in real time.
Develop strategic reports centered on churn, growth, and profitability analytics that directly inform business strategy.
Build and deliver analytics on union labor costs to inform contract negotiations and support business leaders in managing a portfolio of union agreements.
Manage data integrity and standardization across systems to improve reporting accuracy and support automation initiatives.
Manage month-end reporting processes with a focus on budget-by-line-of-business (LOB) files, ensuring timely and accurate close support.
Continuously update rolling budget and forecast projections, incorporating actuals and embedding performance tracking tools.
Proactively identify inefficiencies in business processes, reporting workflows, and data pipelines, and drive improvements to completion.
Develop standardized templates, reporting frameworks, and dashboard libraries that improve organizational visibility and reduce manual effort.
Stay current on emerging tools and technologies — including AI-assisted analytics — and champion adoption where it drives value.
Education & Experience
Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field.
5+ years of progressive experience in FP&A, BP&A, business finance, or financial analytics.
Demonstrated ability to manage end-to-end budgeting and forecasting processes in a mid-to-large enterprise environment.
Advanced proficiency in Microsoft Excel (financial modeling, pivot tables, complex formulas, scenario analysis).
Hands-on experience with Power BI, including data modeling, DAX, and Power Query.
Exceptional analytical and critical thinking skills with the ability to synthesize large, complex datasets into concise executive narratives.
Outstanding verbal and written communication skills; proven ability to present financial findings to non-finance audiences.
Experience working cross-functionally and managing relationships with multiple business stakeholders simultaneously.
Strongly Preferred:
MBA.
Proficiency with ERP or financial planning systems (SAP, NetSuite, Hyperion Planning, or equivalent).
Experience with Salesforce or similar CRM platforms and understanding of pipeline-to-revenue dynamics.
Exposure to labor rate analysis, union cost structures, and project accounting.
Knowledge of job-cost accounting or project-based financial management.
Experience with additional BI or data visualization tools (Tableau, Qlik, or similar).
Willingness and curiosity to adopt AI-assisted analytics tools (Claude, Copilot, Gemini, or similar).