Senior Financial Analyst

Secur-Serv•Fort Worth, TX

10d•Remote

About The Position

The Senior Financial Analyst provides financial analysis, reporting, business support, and responds to external requests. This role involves management and administration of the FPA Planning system (NetSuite Planning and Budgeting NSPB), supporting financial forecasts and budgets, and creating report templates. The analyst will be responsible for producing internal and external reporting packages, analyzing P&L trends and business metrics, and providing support to the Accounting department during close periods. Key responsibilities include monthly consolidated headcount reporting, maintaining financial system hierarchies, preparing supporting schedules for external reporting, and distributing financials for review. The role also involves supporting ad hoc report requests from the Board of Directors and management, providing business support to executives and various departments (Finance, HR, Legal, IT), and driving process improvements using modern reporting tools and AI. Collaboration with Sales, Billing, and IT teams to evaluate and improve business processes is also a key aspect of this position. Other duties as assigned.

Requirements

Bachelor's degree in Finance, Accounting, or a related field.
Minimum of five (5) years professional experience with financial analysis, budgeting, planning and financial modeling
Strong Microsoft Office skills and proficiency with company-wide ERP systems (NetSuite), financial planning systems (NSPB), financial reporting systems (NSPB and Smart View), and sales and marketing systems (HubSpot, Service Now, and ConnectWise)
Ability to work under tight deadlines in a fast paced, dynamic environment where accuracy is expected
Ability to summarize and clearly communicate financial analysis to non-financial business partners
Competence in dealing with very confidential data and information
Strong analytical and critical thinking skills
Proactive, future-looking, positive attitude
Ability to work independently and take ownership of work produced
Strong communication (written and oral) skills including with people in other business groups
Ability to develop positive and professional relationships with colleagues and leadership and work effectively across organization boundaries

Nice To Haves

CMA, MBA or CPA

Responsibilities

Management and administration of the FPA Planning system (NetSuite Planning and Budgeting NSPB)
Support the process and creation of financial forecasts and budgets for all major forecasting and budgeting cycles
Creation of report templates to support analysis and requirements of management and FPA staff
Responsible for producing multiple reporting packages that are used internally and externally
Prepare reports and analysis of trends in P&L results and business metrics compared to expectations to provide insight into business results
Provide support to Accounting department during the close periods to ensure data integrity
Responsible for monthly consolidated headcount reporting
Create and maintain reporting hierarchies for financial systems (NetSuite, NSPB, and Smart View). Understanding reporting hierarchies is a must!
Provide supporting schedules for external reporting (Monthly Management Review and Lender reporting)
Distribute financials to the Accounting/Finance team for review during the accounting close process
Support Ad hoc report requests from Board of Directors as well as the internal management team
Business Support of the executives and other department
Business Support of the Finance/HR/Legal/IT departments
Create, audit, and update documentation in business and reporting processes
Utilize modern reporting tools (NSPB, PowerQuery, and PowerBI) and AI (Claude and CoPilot) to improve accuracy and ease of reporting
Partner with Sales, Billing, and IT teams to evaluate business processes and look for opportunities to improve inputs to achieve reporting and analysis outcomes
Other duties as assigned