Sr. Financial Analyst

Reports To:

Vice President of Finance, FP&A

Our Client is seeking a high-potential Sr. Financial Analyst to join a fast-paced, private equity-backed industrial services organization. Reporting directly to the Vice President of Finance, FP&A, this individual will play a highly visible role supporting executive leadership through financial planning, reporting, strategic analysis, pricing initiatives, and commercial decision support.

This is an exceptional opportunity for an ambitious, self-driven finance professional who wants broad exposure across corporate finance, business operations, commercial strategy, and executive-level decision-making. The successful candidate will thrive in a dynamic, performance-oriented environment and possess the intellectual curiosity, business acumen, and ownership mentality necessary to drive meaningful impact. While this role does not currently have direct people management responsibilities, it offers significant influence across functions and the opportunity to partner closely with senior leaders throughout the organization.

• Support the annual budgeting, forecasting, and long-range planning processes across the organization.
• Develop and maintain financial models to support revenue, profitability, cash flow, and operational performance analysis.
• Analyze monthly results and provide meaningful variance analysis against budget, forecast, and prior year performance.
• Prepare executive-level reporting packages, dashboards, and presentations for senior leadership, the executive team, and private equity sponsors.
• Identify trends, risks, and opportunities while providing actionable recommendations to drive performance improvement.
• Partner with commercial leadership to evaluate pricing strategies, customer profitability, and revenue optimization opportunities.
• Develop financial analyses supporting pricing decisions, contract negotiations, and market expansion initiatives.
• Monitor key commercial performance indicators and provide insights into customer, service line, and geographic profitability.
• Support sales and business development teams by evaluating growth opportunities and investment returns.

• Support strategic initiatives including market expansion, operational improvement programs, acquisitions, and integration efforts.
• Conduct scenario modeling, sensitivity analysis, and business case development for strategic projects.
• Evaluate capital investment opportunities and strategic initiatives using ROI, payback, and other financial metrics.
• Assist leadership in evaluating key business decisions that impact growth and profitability.

• Own and enhance recurring management reporting processes.
• Develop automated dashboards and KPI reporting utilizing Power BI and other analytical tools.
• Partner with Accounting to ensure financial reporting accuracy and consistency.
• Assist with board presentations, lender reporting, and private equity stakeholder requests.
• Drive continuous improvements in reporting efficiency and analytical capabilities.

• Leverage Net Suite, Power BI, and AI-enabled tools such as Claude to improve reporting, analysis, and decision support capabilities.
• Enhance financial planning and reporting processes through automation and standardization.
• Identify opportunities to improve data quality, accessibility, and business intelligence across the organization.
• Serve as a key finance resource for system enhancements and reporting initiatives.

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5-8+ years of progressive FP&A, corporate finance, investment banking, consulting, or strategic finance experience.
• Strong financial modeling, forecasting, budgeting, and analytical skills.
• Advanced proficiency in Excel and financial analysis.
• Experience presenting complex financial concepts to senior leadership.
• Demonstrated ability to operate independently and manage multiple priorities in a fast-paced environment.
• Strong communication, presentation, and business partnering skills.

• Experience with in an industrial services, business services, manufacturing, construction services, infrastructure, distribution, or field-services environment.
• Experience working in a private equity-backed organization.
• Prior exposure to pricing analytics, commercial finance, or revenue management.
• Experience with Net Suite, Power BI, and advanced data visualization tools.
• MBA, CFA, or CPA designation is a…