Senior Financial Analyst

Wold Architects Inc • Minneapolis, MN

2d • $75,000 - $90,000 • Onsite

About The Position

Wold Architects and Engineers is seeking a highly analytical, tech-forward Senior Financial Analyst to join our corporate finance team in Minneapolis. This role reports directly to our CFO and operates within a private equity-backed professional services company. The Senior Financial Analyst will lead Vena Corporate Performance Management (CPM) system administration, manage complex forecasting models, integrate newly acquired entities, and deliver strategic reporting to the executive team, private equity sponsors, and lenders. The ideal candidate is a self-starter who thrives with high autonomy, takes end-to-end ownership, and proactively leverages AI tools to streamline workflows.

Requirements

• 2 to 4 years of experience in corporate FP&A, ideally within a private equity-backed portfolio company, billable professional services firm, and/or high-growth environment.
• Hands-on experience administering CPM systems (including building templates and data structures).
• Proven ability to extract and synthesize data from PSA platforms and ERP systems.
• Practical experience utilizing AI tools/agents to accelerate data extraction, model building, and reporting.
• Strong foundational understanding of project-based accounting principles, including tracking revenue recognition rules, monitoring project gross margins, and managing work-in-progress (WIP).
• Expert-level mastery of Excel-based modeling (Vena's core engine), three-statement financial modeling, debt/covenant tracking, and M&A integration formulas.
• Deep understanding of professional services operational metrics (e.g., utilization, billable rates, backlog, realization), Adjusted EBITDA definitions, and cost allocation methodologies.
• Proven ability to work independently, proactively troubleshoot complex data issues, and establish scalable processes with minimal guidance.
• Bachelor’s degree in Finance, Accounting, or a related analytical field.

Responsibilities

• Serve as the primary functional administrator for Vena, managing system architecture, template logic, data hierarchies, and AI applications.
• Lead the financial integration of newly acquired entities, extracting, transforming, and auditing operational data from PSA platforms and NetSuite into finance pipelines.
• Design, build, and automate custom management dashboards and financial reports using AI/automated tools to support executive decision-making.
• Own the rolling three-statement financial forecast and the tactical rolling 13-week cash flow model for liquidity tracking and profitability analysis.
• Partner with department heads to build, consolidate, and monitor departmental and company budgets.
• Own and embed complex professional services expense allocation logic into automated budget and forecast processes.
• Maintain and update the multi-year Strategic Plan (Strap) financial model.
• Own the reporting, tracking, and metric calculation for post-acquisition earn-out structures.
• Prepare monthly, quarterly, and annual financial packages, EBITDA bridges, and covenant compliance certificates for investors and lenders.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior