Senior Financial Analyst

Who we are:

Illumia is an industry leader in bringing the best integrated technology solutions to education, healthcare, and business campuses worldwide. Illumia was built on the collective expertise of two legacy cultures, and brings together people, technology, and insight to pioneer the art of the experience across the communities we serve. Be a part of this exciting organization and improving the lives of people doing mission-critical work.

We strive to provide the best customer experience in the industry and have succeeded with a single, strong motivating principle:
We serve our user community.

Our success and growth are directly attributed to our people. Our newly named company is dedicated to fostering a culture of integrity, respect, and continuous personal development. We maintain an entrepreneurial spirit, where creativity, innovative problem-solving, and learning agility drive our day-to-day actions.

The Senior Financial Analyst serves as a key, independent financial partner to Illumia’s Services and Supply Chain organizations including Services Implementation, Customer Support, Supply Chain, and Procurement. Sitting within the FP&A team, this role owns budgeting, forecasting, and reporting for the functions it supports; applies in-depth FP&A expertise together with working knowledge of Services and Supply Chain operations to solve complex, often ambiguous problems;

and serves as a business expert to FP&A regarding these functional areas. The role partners with general managers and senior leaders building consensus on difficult tradeoffs to influence decisions and drive operational performance across a fast-changing, post-merger environment.

This role partners closely with general managers and senior leaders across the Services and Supply Chain organizations. It sits within the FP&A team and collaborates cross-functionally with Accounting and other business partners to build reporting packages and support monthly and quarterly business reviews with senior leadership. This role has no direct reports.

• Act as a trusted, independent financial partner to business leaders across Services and Supply Chain, delivering financial insights, aligning on strategic goals, and supporting high-impact decision-making with minimal oversight.
• Lead the development of financial models to support business planning, evaluate strategic initiatives, and conduct complex ad hoc analyses, exercising judgment to weigh multiple sources of information and recommend a course of action.
• Own budgeting and forecasting processes across multiple functions end-to-end, continuously refining financial assumptions with evolving business dynamics and improving forecast accuracy by exercising independent judgment and partnering with stakeholders.
• Develop and automate dashboards and reporting tools to monitor KPIs, uncover trends, and surface actionable insights across own team and related functions; lead variance analysis to identify key drivers and translate them into operational decisions.
• Create and present reporting packages for senior leadership, explaining complex or sensitive financial results and building consensus during monthly and quarterly business reviews.
• Dive into complex datasets to transform swaths of data into meaningful insights that drive smart business decisions.
• Take ownership of ongoing programs and processes with minimal oversight, proactively streamlining and elevating them to ensure scalable, reliable, and insightful financial reporting in a post-merger environment.
• Serve as a go-to resource both within FP&A and across functions, helping business partners understand how Services and Supply Chain operations translate into financial results.
• Apply working knowledge of Supply Chain, Procurement, and Services Implementation operations, along with awareness of market and competitive dynamics, to connect financial results to operational drivers.

The requirements below reflect what we look for in this role to be successful.

• BA/BS in Finance, Accounting, Business Administration, Economics, Data Science, or a related field.
• Five (5) or more years of experience in FP&A, management consulting, or public and managerial accounting, with a track record of working independently and leading complex analyses.
• Advanced Excel skills.
• Meticulous attention to detail and a drive for accuracy.
• Clear and confident communicator, able to translate data into stories.
• Highly organized, with the ability to manage multiple priorities and projects simultaneously.
• Strong analytical thinker with a high degree of precision and critical reasoning.
• Self-motivated and capable of working independently with minimal direction.

• Experience in an Enterprise SaaS environment.
• Experience with Datarails, Microsoft Dynamics D365, and/or Power BI.
• Experience with Claude, Copilot, or other AI tools.
• Experience supporting…