Overview
Job Title: Senior Financial Analyst
Description:
Senior Financial Analyst provides financial insight through actionable business analytics, business planning, and fact-based recommendations that will assist the company to achieve its strategic goals and priorities.
Job Responsibilities:
- Lead the annual budgeting process, quarterly forecasts, and long-range financial planning
- Perform variance analysis comparing actual results to budget and forecast, and communicate key drivers to management
- Develop and maintain financial models, including scenario and sensitivity analyses
- Provide actionable insights and recommendations to support strategic and operational decisions
- Partner cross-functionally with operations, accounting, and business leaders to understand performance drivers
- Support monthly and quarterly reporting through preparation of financial and management reports
- Analyze trends in revenue, expenses, capital investments, and cash flow
- Identify risks and opportunities and proactively communicate them to leadership
- Assist in the development and maintenance of dashboards and reporting tools
- Evaluate business performance and identify areas for margin expansion or cost optimization
- Conduct ad hoc financial analysis to support key business initiatives and projects
- Improve and streamline financial processes, systems, and reporting frameworks
- Prepare presentations and materials for executive and stakeholder review
- Ensure data accuracy and maintain integrity of financial information
Knowledge, Skills, and Abilities:
- High moral and ethical standards
- Effectively communicate financial information and understand the activities of non-financial functions
- Proficiency in Excel and financial systems; experience with BI tools (e.g., Power BI) and SQL preferred
- Highly organized and detail oriented
- Solid understanding of financial statements, accounting principles and practices, and financial forecasting
- Strong written and verbal communication skills
- Demonstrated experience using business models, budget comparisons, and forecasting
- Ability to create and give effective presentations
- Highly organized and able to work well under pressure
Education and Certificates:
- Bachelor's degree in accounting, finance, or related field
- 3-5 years previous accounting or finance experience preferred
Physical Requirements:
- Sedentary work, requiring regular lifting up to 10 pounds and occasional lifting up to 25 pounds
- Repetitive motion associated with operating a computer and other office equipment
- Inside, climate-controlled working conditions, seated at a desk for extended periods of time
- Occasional overnight travel to different offices and trainings and meetings
- May require working long hours occasionally during high deliverable periods