Senior Financial Analyst
About The Position
The Senior Financial Analyst owns budgeting, forecasting, and financial reporting for the company's California, Arizona, and Texas markets. The role partners with department heads, operations, and sales leadership to build forecasts, analyze business performance, and turn financial data into actionable insights. It calls for someone comfortable building models from scratch, explaining financial results to non-finance stakeholders, and helping modernize reporting and forecasting as the business grows. The analyst maintains the budget and forecast model covering the full P&L, balance sheet, cash flow, and headcount forecasts; leads the annual budget cycle through board-ready consolidation; and runs monthly forecasting and reporting. The position also supports sales and operations as an embedded finance resource, develops unit economics and cohort analyses, helps plan headcount, improves reporting processes and systems, and provides ad hoc analysis for strategic projects. The stated annual pay range is $100,000–$120,000.
Requirements
- 3–5 years of experience in FP&A, investment banking, consulting, corporate finance, or a comparable analytical role.
- Advanced Excel modeling skills, including the ability to build a driver-based three-statement model from a blank sheet.
- Strong grounding in accounting fundamentals and how the three financial statements connect.
- Ability to explain financial results to non-financial partners and build strong relationships.
- High attention to detail and good judgment about materiality.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
Nice To Haves
- Experience at a private equity–backed company.
- Experience with a planning tool such as Planful, Anaplan, or Adaptive Insights and an ERP such as NetSuite, Sage Intacct, or SAP.
- SQL proficiency and comfort working directly with BI tools such as Looker, Tableau, or Power BI.
- Prior experience in the rental industry.
- Experience supporting a board or an audit.
- MBA, CPA, or CFA.
Responsibilities
- Own and maintain the budget and forecast model for California, Arizona, and Texas, including full P&L, balance sheet, cash flow, and headcount forecasts.
- Lead the annual budgeting cycle with department heads, from initial targets through board-ready consolidation.
- Develop subject matter expertise in financial systems, including their setup, limitations, and maintenance requirements.
- Work with executive, management, and operational stakeholders to identify key performance indicators, trends, and underlying drivers.
- Build the monthly reporting package identifying variances against budget and prior year.
- Partner with sales and operations centers of excellence as an embedded finance resource by pressure-testing assumptions, sizing initiatives, and building business cases for new investment.
- Develop unit economics and cohort analysis to inform pricing, purchasing, and timing decisions.
- Support headcount planning across SG&A and COGS with Operations and Human Resources.
- Run the monthly forecast process for California, Arizona, and Texas, and explain variance drivers against budget and the prior forecast.
- Improve the reporting stack by automating manual work, tightening data definitions, reducing close-to-insight cycle time, and improving accuracy.
- Provide ad hoc analysis for strategic projects as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
