Sr Financial Analyst

About The Role

The Senior Financial Analyst will report directly to the Director of Financial Planning & Analysis & Mergers & Acquisitions and will be primarily responsible for preparing or reviewing the monthly and quarterly financial reporting and analysis. The Senior Financial Analyst will assist the Director of FP&A/M&A in overseeing the reporting and analytics provided to management for financial business decisions. The Senior Financial Analyst also will be assigned to various projects (either in an execution or management role) that require collaboration with various departments (most notably Operations, Accounting, Fleet, and IT).

Essential Functions

• Maintains and analyzes organizational budgets and performs periodic planning, forecasting, analysis, and reporting.
• Reviews past and current financial performance against budgeted estimates and develops models that assist management in understanding the financial impact of business decisions.
• Recommends strategies meant to assist the organization in meeting its long-term financial objectives.
• Contributes in the M&A process, including in modeling and due diligence.
• Contributes analysis in the areas of liquidity, costing and regulatory reporting.
• Analyzes and interprets financial plans, budgets, tax returns, profit and loss statements or other financial documents.
• Identifies financial trends and reports on the organization's financial position and performance relative to expectations.
• Researches broader economic conditions and incorporates findings into financial models.
• May review the work of other employee(s).
• Regular and predictable attendance.

Qualifications

• Minimum 4 years of progressive experience in financial planning/analysis or 6 years of experience in FP&A and related areas such as accounting, corporate finance, investment banking, etc.
• Comprehensive knowledge of financial concepts and principles, including financial statement analysis and valuation.
• Strong financial modeling and analytical skills, as well as critical thinking and problem-solving abilities.
• Ability to perform complex tasks following established processes; process improvement and reporting automation experience.
• Strong written and verbal communication skills, including ability to synthesize information and communicate insights from complex information.
• High attention to detail.
• Process improvement and reporting automation experience.
• Advanced computer skills with expertise in Excel, Word, PowerPoint, Factset, and database programs; familiarity with OneStream, JD Edwards E1 and Hubble preferred.
• Ability to work independently and manage multiple deadlines effectively.
• Proactive mindset with strong follow-through and accountability.
• Ability to work collaboratively across areas and levels.