Senior Financial Analyst

FORTÉ • Lenexa, KS

1d

About The Position

The Senior Financial Analyst (Finance Business Partner) serves as a strategic finance partner to operational and executive leaders, owning forecasting and performance routines for business units and locations across the U.S. This role proactively identifies risks and opportunities, performs deep-dive analysis on project profitability and entity-wide profitability, and influences decisions through clear, actionable recommendations that improve economic and operational efficiency.
The ideal candidate is a highly proactive self-starter who builds trust quickly, operates independently across the organization, and brings forward insights before being asked. Accountability for ensuring actions presented to the Business Units are implemented and tracking impact of initiatives post- implementation (not just identifying them). They combine strong analytical rigor with the ability to communicate effectively, partner across functions to drive results, and proven ability to independently own complex business areas.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or related field (MBA/CPA/CMA a plus).
• 5–10+ years of progressive financial analysis/FP&A experience, including direct business partnering with operational leaders.
• Advanced financial modeling and analytical skills; expert-level Excel proficiency; ability to structure ambiguous problems and develop decision-ready insights.
• Demonstrated experience owning forecasting/planning cadences and leading variance/root-cause analysis for complex areas (projects, locations, service lines, etc.).
• Experience with productivity and project economics metrics (e.g., utilization/chargeability, margins) and translating insights into actions.
• Strong communication and influencing skills; comfortable presenting to leadership and advising non-financial stakeholders.

Nice To Haves

• MBA/CPA/CMA a plus
• Power BI/dashboarding and automation experience preferred.

Responsibilities

• Serve as the primary finance partner for business units/locations; build trusted relationships and provide actionable insights to operational leaders.
• Acts as an extension of the Director of FP&A for assigned areas, escalating key issues, proposing solutions, and taking ownership of complex analysis.
• Own forecasting, planning, and performance routines; ensure assumptions are well-supported and communicate outlook, risks, and opportunities.
• Lead root-cause analysis on project slippage, margin erosion, and performance variances; synthesize findings into clear recommendations.
• Work cross functionally with legal and operations to facilitate working capital and cash flow implications for WIP and A/R.
• Identify profitability levers (pricing, mix, productivity, cost-to-serve, execution) and drive practical actions that improve gross profit and net income.
• Perform deep-dive utilization/chargeability and capacity analysis; translate productivity insights into staffing and execution recommendations.
• Drive scalable process improvement standardizing metrics, building durable dashboards/tools (Excel/Power BI), and automate reporting/forecasting to improve efficiency.
• Prepare and present materials for executive reviews; influence outcomes through data-driven storytelling and clear communication.
• Coach/mentor junior analysts as applicable; elevate analytical quality, business partnership, and follow-through.
• Preparing operational leaders and financial stakeholders for monthly business review for your assigned regions.
• Assisting the Director of FP&A lead semi-annual financial trainings to the operations teams.

Benefits

• Healthcare, vision & dental coverage to keep you and your family well
• Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) for more control over your healthcare dollars
• Employer-paid life and disability insurance for added peace of mind
• 401(k) with company match to invest in your future
• Employee Stock Ownership Plan (ESOP) so you benefit directly from our shared success
• Tuition reimbursement and ongoing learning opportunities to support your growth
• Employer-paid employee assistance program to care for your physical, mental, and financial health
• Paid time off that helps you truly disconnect

What This Job Offers

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