Sr. Financial Analyst

Position Summary

A leading PE owned portfolio company is seeking a Senior Financial Analyst to join their team. This role involves working in a fast-paced environment, supporting senior leadership, and serving as a business partner from a finance perspective. Key responsibilities include:

• Supporting the Finance department and its three sister companies in producing KPI reporting, analyzing business trends, measuring and explaining actuals results, and preparing key management and board of directors presentations.
• Leading financial enhancement projects that drive improved financial metrics and process improvements, as well as participating in annual budget and periodic forecast processes.
• Leading the procurement/sourcing staff to improve supplier pricing and cost management.

Duties and Responsibilities

• Board Deck Preparation: Coordinate with team members, manage timelines, and synthesize content into polished board and management presentations.
• Financial Analysis: Conduct ad-hoc analysis and provide thought leadership across the four business units for key business partners.
• Consolidations: Perform consolidation of financial reporting from the four business units along with related monthly management reporting.
• Financial Projects: Lead financial enhancement projects that drive improved financial metrics and process improvements, and participate in other special projects.
• KPI Reporting: Develop, maintain, and deliver financial reports, such as weekly cash flow forecasting, operational productivity, ROI on capital expenditures, and other analyses, as directed.
• AI Adoption: Use AI tools (e.g., Claude) to standardize, simplify, and automate existing processes in partnership with the finance function.
• Budgeting and Forecasting: Work with stakeholders to consolidate and present for review the annual budget and periodic forecast.
• Supply Chain: Lead the procurement/sourcing staff to improve supplier pricing and cost management.

Qualifications

• Education: Bachelor’s or Master’s degree in Finance, Accounting, or a related discipline.
• Experience: At least 3 years of relevant financial analysis experience, with strong preference for experience in a manufacturing setting.
• Skills: Demonstrated knowledge of job costing, budget development, forecasting, and variance analysis; advanced skills in Microsoft Excel and PowerPoint; experience using AI tools within finance operations to improve efficiency and standardization; familiarity with ERP or enterprise reporting systems used to support financial analysis and management reporting; strong organizational ability with the judgment to manage multiple deadlines while maintaining accuracy and attention to detail; effective communication skills, a proactive work style, and the ability to balance detailed analysis with broader business perspective.

Benefits

• Insurance
• 401K
• Vacation
• Holiday Pay
• and more