Senior Financial Analyst

A growing firm based in Bridgewater, NJ is seeking a Senior Financial Analyst to join its leadership-oriented finance team. This individual will play a critical role in owning core financial processes, driving insights for strategic decision-making, and partnering closely with the CFO—with the potential for future succession into the CFO role for the right candidate.

We are looking for a high-potential finance professional with 3–8 years of experience who thrives in a dynamic environment and is eager to take on increasing responsibility.

Key Responsibilities

• Partner with the CFO to deliver timely, accurate, and insightful monthly and quarterly financial reporting packages for executive and board-level audiences.
• Lead financial reviews, including variance analysis, trend identification, and performance commentary.
• Build, enhance, and maintain financial models and dashboards to monitor profitability, margins, and departmental KPIs.
• Translate complex financial data into clear, concise, and actionable insights and executive-ready presentations.
• Collaborate with the accounting team to ensure accuracy and alignment of P&L, balance sheet, and related financial results.

Budgeting, Forecasting & Planning

• Work with department leaders to develop annual budgets and ongoing rolling forecasts aligned with company goals.
• Support long-term strategic planning, scenario modeling, and financial evaluation of business initiatives.
• Prepare analyses highlighting key risks, opportunities, and performance drivers to support leadership decision-making.

Business Partnership & Decision Support

• Partner cross-functionally to analyze new business opportunities, pricing strategies, customer profitability, and project ROI.
• Serve as a trusted advisor to leadership, providing financial insight that influences strategic and operational decisions.
• Identify opportunities to streamline, automate, and enhance recurring financial processes for improved accuracy and efficiency.

Qualifications

Required

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3–8 years of progressive experience in FP&A, financial analysis, or corporate finance.
• Strong understanding of financial statements, budgeting, forecasting, and variance analysis.
• Advanced proficiency in Excel and Power Point ; experience with ERP or BI tools (e.g., Epicor Prophet 21, Power BI, or similar).
• Exceptional analytical skills with strong attention to detail.
• Excellent communication and presentation abilities, including experience working with senior leadership.
• High initiative, strong follow-through, and the ability to thrive in a fast-paced, evolving environment.

Preferred

• Experience with in distribution, B2B, or technology-enabled businesses.
• Familiarity with data visualization or automation tools (Power BI, Power Query, etc.).