Senior Financial Analyst-FP&A
About The Position
We are seeking a strategic, hands-on finance team member to join our growing FP&A team. The Senior Financial Analyst serves as a key business partner to executive leadership, helping drive data-informed decision-making, operational accountability, and long-term value creation. This role will help lead critical financial planning and analytical initiatives including budgeting, forecasting, and strategic modeling, while also helping to refine Sorenson’s long-range financial framework and performance management processes. The right candidate will bring strong analytical rigor, established forecasting discipline, and the executive presence to influence at the highest levels of the organization.
Requirements
- 4 Year/Bachelor’s Degree in Finance, Business, Economics, Accounting, or related field
- 7 years of progressive experience in FP&A, corporate finance, investment banking, consulting, or strategic finance, ideally within a complex or regulated industry
- Proven track record of supporting executive decision-making with high-quality analysis and strategic insight
- Deep understanding of financial statements, modeling, valuation, and business performance metrics
- Exceptional proficiency in Excel and financial modeling a must; experience with Hyperion, OneStream, Adaptive, Anaplan, or similar tools
- Strong communication skills, able to distill complex data into clear, executive-ready narratives
- Demonstrated ability to lead, influence, and collaborate across departments in a fast-paced, evolving organization
- High degree of integrity, accountability, and commitment to operational excellence
- Punctual and reliable attendance
- Ability to sit and/or stand at a desk and work with a computer for extended periods of time
- Possess the requisite integrity to maintain highly confidential, sensitive information in strictest confidence.
Nice To Haves
- Graduate Degree
Responsibilities
- Own a portion of the company’s forecasting, annual operating plan, and 5-year strategic financial models, ensuring accuracy, alignment, and strategic insight
- Establish a robust Capital Planning process, including the development of business cases for individual projects; evaluate critical measures (NPV, IRR, Payback) on ongoing basis
- Serve as a thought partner to senior leadership, providing clear, actionable financial insights and recommendations
- Partner cross-functionally with Operations, Product, Engineering, Legal, and Corporate Strategy to align financial outcomes with business goals
- Drive preparation of executive and Board-level financial materials, ensuring data integrity, clarity, and strategic relevance
- Lead scenario planning and sensitivity analyses to evaluate strategic initiatives, investments, and market risks
- Provide training/coaching to less experienced FP&A analysts, helping to foster professional growth and a high-performance culture within the team
- Enhance FP&A tools, systems, and processes to improve forecasting accuracy, efficiency, and visibility across the organization
- Contribute to strategic projects such as M&A evaluations, cost structure optimization, and revenue growth initiatives
- Anchor process development including monthly forecasting, rate/volume variance analysis, financial systems hygiene, and strategic leadership support
- Other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Senior
