Sr Financial Analyst

Duties and Responsibilities

• Lead financial analysis and decision support for budgeting, forecasting, performance reporting, and business planning.
• Prepare monthly and quarterly financial reviews, including executive-ready reports, dashboards, presentations, and client-level reporting.
• Perform variance analysis across actuals, plan, and forecast for key financial statement lines and metrics across Renters Solutions products and clients.
• Analyze financial and operational performance to identify drivers, trends, risks, and opportunities and translate findings into actionable recommendations.
• Build and enhance financial models, scenarios, and business cases to support forecasting, strategic initiatives, and investment decisions.
• Partner with finance, accounting, and business leaders to align assumptions, improve visibility, and support decision-making.
• Support the annual budget, forecast updates, and ad hoc analysis, ensuring accuracy, timeliness, and clarity.
• Maintain data integrity and reporting consistency while identifying opportunities to improve processes, tools, and analytical efficiency.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• Minimum of 5+ years of experience in financial analysis, FP&A, business finance, or a related analytical role.
• Strong financial modeling, forecasting, budgeting, and variance analysis capabilities.
• Demonstrated ability to turn high volume, complex financial and operational data into clear insights, recommendations, and business actions.
• Experience preparing management reporting, dashboards, and presentations for senior leaders.
• Advanced Excel skills and experience using financial systems, reporting tools, or business intelligence platforms.
• Experience with Power BI, SQL or similar analytics and business intelligence tools.
• Strong communication and business partnering skills, with the ability to influence and collaborate across cross-functional teams.
• Ability to manage multiple priorities, work independently, and succeed in a fast-paced, evolving environment.

Desired Skills/Experience

• Advanced degree or professional certification such as CPA, CFA, or MBA.
• Experience with ERP or planning systems.
• Experience supporting strategic planning, investment analysis, or enterprise-wide business initiatives.
• Background partnering directly with senior business leaders on performance management and decision support.
• Experience using AI-enabled tools to improve analysis, reporting, forecasting, or workflow efficiency.
• A thorough understanding of business issues and concepts related to insurance or financial services industry.