Sr. Financial Analyst

Summary

The Senior Financial Analyst is a key contributor within the Finance organization, responsible for delivering high-quality financial analysis, forecasting, and insights to support business decision-making. This role partners closely with cross-functional stakeholders to evaluate performance, identify trends, and drive financial discipline while supporting strategic initiatives.

Responsibilities

• Support and lead components of the annual budgeting, quarterly forecasting, and long-range planning processes
• Develop and maintain financial models to project revenue, expenses, and key business drivers
• Analyze financial results, identify variances, and provide clear explanations and recommendations
• Prepare recurring and ad hoc reports for leadership, including dashboards and performance summaries
• Partner with functional leaders (e.g., Finance, Product, Operations, Sales) to support financial decision-making
• Provide actionable insights on cost management, revenue drivers, and operational efficiency
• Support resource planning, investment evaluation, and cost optimization efforts
• Translate financial data into clear business insights for non-financial stakeholders
• Conduct scenario modeling, sensitivity analysis, and business case development for key initiatives
• Support strategic projects such as new product launches, pricing changes, and process improvements
• Evaluate financial impact of initiatives and track performance against expectations
• Assist in long-term strategic planning and financial outlook development
• Produce accurate and timely financial reporting packages
• Ensure data integrity and consistency across financial systems and reports
• Improve reporting processes and automate where possible
• Leverage tools (e.g., Excel, Power BI, financial systems) to enhance data visualization and insights
• Identify opportunities to improve financial processes, reporting accuracy, and efficiency
• Support implementation of new tools, models, and best practices
• Partner with Accounting to ensure alignment between financial results and forecasts

Qualifications

• 4–7+ years of experience in FP&A, financial analysis, or related field
• Strong financial modeling and analytical skills
• Advanced proficiency in Excel (e.g., pivot tables, modeling, forecasting)
• Ability to synthesize data into clear insights and communicate effectively

Preferred Qualifications

• Experience supporting business units or revenue-generating functions
• Familiarity with financial systems (e.g., SAP, Hyperion, Oracle, Anaplan)
• Experience with data visualization tools (e.g., Power BI, Tableau)
• MBA, CFA, CPA, or progress toward certification