Principal Financial Analyst

• Lead complex financial analyses focused on profitability, expense management, revenue performance, and business growth
• Identify margin improvement opportunities by analyzing revenue and cost relationships, profitability trends, and operational performance drivers
• Build and enhance financial models, forecasting tools, dashboards, and reporting solutions
• Develop new analytical frameworks, controls, and processes in environments where limited structure exists
• Build relationships with Sales, Operations, Accounting, and Finance leaders to identify business risks and opportunities, improve revenue realization, and drive accountability
• Evaluate financial performance, challenge assumptions, and provide data-driven recommendations regarding risks, opportunities, and strategic actions
• Utilize AI, automation, and advanced analytics to streamline processes, improve accuracy, and reduce manual effort
• Influence leadership decisions through financial expertise, executive communication, stakeholder engagement, and data-driven storytelling
• Serve as a subject matter expert and mentor for complex financial and business challenges
• Understand stakeholder objectives and business strategies to anticipate financial impacts, influence decision‑making, and align financial priorities with operational goals
• Apply knowledge of balance sheet accounting, including accruals, deferrals, reserves, and timing‑related transactions

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• 7+ years of experience in financial analysis, FP&A, accounting, corporate finance, profitability analysis, or related disciplines
• Strong financial modeling, forecasting, and analytical skills
• Experience translating complex financial data into actionable business recommendations
• Advanced proficiency with Excel and financial reporting tools
• Demonstrated ability to build trusted relationships, proactively influence stakeholders, drive alignment across organizations, and lead through influence rather than authority
• Strong communication and presentation skills with executive audiences
• Preferred: MBA, CPA, CMA, or other advanced business/finance credential
• Preferred:
  Experience with AI-enabled finance tools, business intelligence platforms, and process automation technologies
• Preferred:
  Experience building reporting, forecasting, and analytical solutions from the ground up
• Preferred:
  Knowledge of revenue recognition, profitability management, and operational finance

Demonstrates expertise in financial analysis, modeling, and reporting, with a strong ability to influence decision‑making through data‑driven insights and stakeholder engagement. Proficient in building analytical frameworks and enhancing financial processes to drive business growth and profitability.

• Financial Analysis
• Financial Modeling
• Forecasting
• Stakeholder Engagement
• Advanced Excel Proficiency

• Financial Analysis
• Financial Modeling
• Forecasting
• Profitability Analysis
• Data-Driven Recommendations
• Balance Sheet Accounting
• Revenue Recognition
• Operational Finance

• Communication Skills
• Presentation Skills
• Relationship Building
• Influencing Skills

• MBA
• CPA
• CMA

• Expense Management
• Revenue Performance
• Business Growth
• Margin Improvement
• Operational Performance

• Financial Reporting Tools
• AI-Enabled Finance Tools
• Business Intelligence Platforms
• Process Automation Technologies