Senior Financial Analyst, Commercial Segment

• Support the annual budgeting, quarterly forecasting, and long-range planning processes.
• Analyze monthly financial results, identifying key variances to budget, forecast, and prior year, and provide actionable insights to management.
• Prepare monthly and quarterly executive financial reporting packages, including commentary on business performance, risks, and opportunities.
• Develop financial models and perform ad hoc analyses to support strategic initiatives, pricing decisions, investments, and cost optimization efforts.
• Partner with business leaders and cross-functional teams to improve financial performance and support data-driven decision making.
• Drive process improvements and automation initiatives to enhance the efficiency, accuracy, and scalability of financial reporting and analysis.
• Assist in the preparation of executive-level presentations and financial communications for senior leadership.
• Support month-end and year-end close activities, including journal entries, accruals, account reconciliations, and variance analysis.
• Prepare and review intercompany allocations, billings, and related reconciliations to ensure accurate financial reporting.
• Support compliance with internal controls, corporate accounting policies, and financial reporting requirements.
• Assist with balance sheet account reviews and reconciliation processes to ensure the accuracy and integrity of financial records.
• Collaborate with accounting teams to resolve reporting issues and improve financial processes.
• Participate in acquisition and business integration activities, including financial analysis, reporting alignment, and support of purchase accounting requirements as needed.
• Assist with audit requests and provide financial documentation and analysis to support internal and external audits.
• Maintain documentation of financial and accounting processes, policies, assumptions, and reporting methodologies.
• Support special projects and ad hoc analyses as assigned

• Bachelor’s degree in Finance, Accounting, Business, or a related field; CPA, CMA, or MBA preferred.
• 5+ years of progressive experience in financial planning & analysis, corporate finance, accounting, or a combination thereof.
• Strong experience with financial reporting, budgeting, forecasting, variance analysis, and month-end close processes.
• Proficiency with financial planning and reporting tools such as Power BI, One Stream, Oracle Smart View/Hyperion, Business Objects, or similar platforms.
• Hands-on experience with ERP systems such as JD Edwards (JDE), SAP, Oracle, Net Suite, or other comparable enterprise systems.
• Advanced Microsoft Excel skills, including complex formulas, Pivot Tables, Power Query, lookups (XLOOKUP/INDEX-MATCH), and data analysis techniques.
• Demonstrated ability to develop executive-level presentations and communicate financial results and recommendations to senior leadership.
• Working knowledge of accounting principles, financial statement preparation, account reconciliations, accruals, journal entries, and internal controls.
• Experience supporting month-end close, audit activities, and compliance with corporate accounting policies and procedures.
• Ability to retrieve, manipulate, and analyze large datasets from multiple systems to support financial and operational decision-making.
• Strong analytical, problem-solving, and financial modeling skills with a high attention to detail.
• Excellent verbal and written communication skills, with the ability to effectively present complex financial information to both finance and non-finance audiences.
• Proven ability to build strong partnerships across finance, accounting, operations, and business leadership teams.
• Self-motivated and capable of working independently while effectively collaborating within a team environment.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Limited domestic travel, up to 5% as business needs require.

Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and variance analysis, while effectively communicating financial insights to senior leadership. Proficient in utilizing advanced financial reporting tools and ERP systems to enhance financial performance and support strategic decision-making.

• Financial Reporting
• Budgeting
• Forecasting
• Variance Analysis
• Advanced Microsoft Excel

• Financial Planning
• Financial Modeling
• Data Analysis
• Account Reconciliation
• Journal Entries
• Accruals
• Internal Controls
• Executive-Level Presentations
• Process Improvement
• Automation Initiatives

• Analytical Skills
• Problem-Solving
• Communication Skills
• Collaboration
• Self-Motivation

• CPA
• CMA
• MBA

• Financial Planning & Analysis
• Corporate Finance
• Month-End Close
• Audit Activities
• Compliance
• Financial Reporting Requirements

• Power BI
• One Stream
• Oracle Smart View
• Hyperion
• Business Objects
• JD Edwards
• SAP
• Oracle
• Net Suite