Senior Financial Analyst

Position Summary

The Senior Financial Analyst is a strategic partner to leadership, responsible for delivering high‑quality financial analysis, forecasting, budgeting, and reporting. This role analyzes financial performance, develops models to support business planning, and provides insights that drive data‑based decision‑making. The Senior Financial Analyst also contributes to process improvements, financial automation, and cross‑functional initiatives that enhance organizational performance.

• Lead the budgeting and forecasting process—building detailed models, consolidating inputs, and presenting results.
• Analyze financial results, trends, KPIs, and business drivers; communicate insights and recommendations to senior leadership.
• Develop and maintain financial models for scenario planning, long‑range forecasting, and business cases.
• Prepare monthly, quarterly, and annual financial reports.

• Partner with business units to understand performance drivers, revenue trends, cost structures, and operational impacts.
• Support pricing, margin analysis, and product profitability modeling.
• Evaluate investment opportunities, capital expenditures, and ROI analyses.
• Provide decision support for strategic initiatives, including growth planning and cost optimization.

• Develop dashboards, reports, and financial tools that improve visibility and streamline reporting.
• Perform variance analysis and identify actionable insights.
• Ensure data integrity and accuracy across financial systems and processes.

• Identify opportunities to enhance forecasting accuracy, streamline reporting, and automate manual processes.
• Participate in or lead cross‑functional projects involving finance, operations, sales, and leadership.
• Improve financial systems, models, and analytic capabilities.

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related field (MBA, CPA, or CFA is a plus).
• 3–7+ years of experience in FP&A, corporate finance, or financial analysis.
• Experience in complex, data‑driven environments (manufacturing, tech, healthcare, distribution, etc. depending on your needs).

• Advanced Excel skills (financial modeling, pivot tables, formulas).
• Strong experience with ERP and planning systems (SAP, Oracle, Net Suite, Workday Adaptive, Anaplan, etc.).
• Familiarity with BI tools (Power BI, Tableau, Qlik) preferred.
• Strong skills in financial modeling, forecasting, and analytics.