Senior Financial Analyst
About The Position
The Senior Financial Analyst will be responsible for producing reports and analyses that integrate operational metrics and financial results to understand granular trends at each of our veterinary practices. This role involves collaborating on monthly and quarterly business performance reports, contributing to financial forecasting and planning, and supporting new business initiatives by developing financial models. The analyst will also enforce data integrity, identify opportunities for automation and improvement in reporting and forecasting tools, and facilitate the month-end close process through data analysis and reconciliation.
Requirements
- Advanced MS Excel skills
- Strong quantitative and mathematical reasoning skills with the ability to apply statistical and analytical concepts to complex business problems
- Fluency with modern AI productivity and analytical tools (e.g., Claude, GPT, and related LLM platforms) to accelerate research, analysis, and workflow automation
- Ability to find appropriate data, create analyses, and review reports while ensuring accuracy and completeness.
- Highly proactive and analytical with strong attention to detail
- Excellent interpersonal, written, and verbal communication skills
- Ability to work well independently and in a team environment
- Ability to plan and manage multiple projects simultaneously
- BA/BS in Finance, Accounting, Business, or a similar degree
- 3+ years of experience in financial planning and analysis (FP&A), investment banking, consulting, or a related function
- Experience in SQL and Business Intelligence tools
Responsibilities
- Produce reports and analyses that integrate both operational metrics and financial results to understand granular trends at each of our veterinary practices
- Collaborate on monthly and quarterly business performance reports shared internally and externally
- Contribute to quarterly forecasting, annual budgeting, and long-range financial planning
- Support new business initiatives, transforming new concepts and complexities into Excel models and analyses to understand financial implications and ROI
- Enforce data integrity, accuracy, and governance in financial and management reporting
- Identify and lead initiatives to continually improve, automate, and scale reporting and forecasting tools, processes, and methodologies
- Facilitate the month-end close by analyzing and reconciling data sets.
Benefits
- Medical, dental, and vision benefits
- Open PTO
- Paid parental leave
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What This Job Offers
Job Type
Full-time
Career Level
Senior
