Principal Financial Analyst

Responsibilities

Kforce's client in Boston, MA is seeking an experienced Principal Financial Analyst to lead financial planning, forecasting, reporting, and strategic analysis activities across multiple business functions. This role serves as a key business partner to Finance leadership and executive stakeholders, providing financial insights, forecasting expertise, and decision-support analysis that drives organizational performance and long-term strategy.

Key Responsibilities:

• Lead annual budgeting, forecasting, and long-range financial planning processes
• Prepare monthly financial reports, variance analyses, and executive-level presentations
• Develop and maintain complex financial models, dashboards, and reporting tools
• Analyze financial performance and identify key trends, risks, and opportunities
• Provide actionable recommendations to improve operational and financial results
• Support strategic initiatives through financial modeling, business case development, and scenario analysis
• Partner with Accounting, Operations, FP&A, and leadership teams to ensure reporting accuracy and consistency
• Create executive reporting packages and presentations for senior leadership
• Support audit activities, financial reporting requirements, and compliance initiatives
• Lead process improvement efforts focused on reporting automation, data analytics, and operational efficiencies
• Mentor junior analysts and support cross-functional financial initiatives
• Perform ad hoc financial analysis and special projects as needed

Kforce's client in Boston, MA is seeking an experienced Principal Financial Analyst to lead financial planning, forecasting, reporting, and strategic analysis activities across multiple business functions. This role serves as a key business partner to Finance leadership and executive stakeholders, providing financial insights, forecasting expertise, and decision-support analysis that drives organizational performance and long-term strategy.

Key Responsibilities:

• Lead annual budgeting, forecasting, and long-range financial planning processes
• Prepare monthly financial reports, variance analyses, and executive-level presentations
• Develop and maintain complex financial models, dashboards, and reporting tools
• Analyze financial performance and identify key trends, risks, and opportunities
• Provide actionable recommendations to improve operational and financial results
• Support strategic initiatives through financial modeling, business case development, and scenario analysis
• Partner with Accounting, Operations, FP&A, and leadership teams to ensure reporting accuracy and consistency
• Create executive reporting packages and presentations for senior leadership
• Support audit activities, financial reporting requirements, and compliance initiatives
• Lead process improvement efforts focused on reporting automation, data analytics, and operational efficiencies
• Mentor junior analysts and support cross-functional financial initiatives
• Perform ad hoc financial analysis and special projects as needed

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field
• 7+ years of progressive FP&A, financial analysis, corporate finance, or accounting experience
• Strong experience with budgeting, forecasting, and financial reporting
• Experience preparing executive-level reporting and presentations
• Strong analytical, problem-solving, and communication skills
• Experience working with ERP and financial reporting systems
• Ability to manage multiple priorities and operate independently

• XLOOKUP
• INDEX/MATCH
• SUMIFS
• Pivot Tables
• Financial Modeling
• Dashboard Development
• Large Dataset Analysis

• MBA, CPA, CFA, or related certification preferred
• Experience with Workday, SAP,…