Senior Financial Analyst

Overview

This finance role is responsible for compiling, analyzing, and modeling financial and operational data to support strategic decision‑making. Key areas include workload forecasting, staffing analysis, volume trends, and performance metrics. The analyst develops reports, dashboards, and recommendations based on complex data sets from multiple sources, supporting business leaders with actionable insights.

• Build and maintain complex data models and forecasts
• Analyze trends, volumes, and performance metrics to guide operational decisions
• Conduct what‑if scenario planning for process improvements
• Collaborate with internal teams to define KPIs and gather performance data
• Prepare financial reports, variance analysis, and month‑end summaries
• Forecast staffing and salary budgets using workload models
• Present findings to leadership and support strategic planning
• Ensure proper documentation and compliance with internal policies
• Complete routine and ad hoc analysis across weekly, monthly, and annual cycles
• Perform other duties as assigned

• Bachelor’s degree in Finance, Accounting, or related field
• 5+ years in data analysis, modeling, and forecasting
• Advanced Excel; proficient in Word and Power Point
• Strong experience in report creation and presentation

• 6+ years in financial analysis roles
• Experience with People Soft, nVision, and Query
• Familiarity with large data sets and high‑volume reporting