Sr. Financial Analyst

Responsibilities

• Build and refine detailed financial models to support long-range planning, forecast scenarios, and sensitivity assessments across multiple business drivers.
• Contribute to annual budget preparation and quarterly reforecast cycles by partnering with department leaders to gather assumptions and align financial expectations.
• Analyze operating results against budget and forecast targets, identify key variances, and summarize findings with practical recommendations for leadership.
• Prepare recurring financial reports, dashboards, and performance updates for monthly, quarterly, and annual review meetings.
• Work closely with Accounting, Operations, Sales, and Human Resources to support planning activities, strategic initiatives, and cost efficiency efforts.
• Maintain rolling 12-month outlooks using updated business inputs and assumptions to improve visibility into near-term performance.
• Support management materials used for board-level and investor-facing updates by providing clear forward-looking financial perspectives.
• Coordinate with the accounting team during month-end close to help ensure consistency between management reporting and financial results.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.
• At least 5 years of experience in FP&A, corporate finance, investment banking, or a similar analytical finance environment.
• Advanced Excel skills, including complex modeling, pivot tables, and sophisticated formula construction.
• Strong understanding of financial statements, including income statement, balance sheet, and cash flow relationships.
• Proven ability to interpret large or complex data sets and present conclusions in a clear, actionable manner for non-finance audiences.
• Excellent attention to detail with the ability to manage competing priorities and meet deadlines in a fast-paced setting.
• Experience with enterprise financial systems and business intelligence tools such as Oracle, NetSuite, Tableau, Power BI, or similar platforms is preferred.
• Certifications such as CPA, CFA, or MBA-equivalent finance training are considered an advantage.