Senior Financial Analyst

Forte•Lenexa, KS

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. Key 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. What Success Looks Like Operational leaders rely on you as a trusted advisor and strategic partner. Risks and opportunities are surfaced early with context, root-cause analysis, and a clear path forward. Forecasts and performance narratives are forward-looking, accurate, and decision-ready. Profitability and efficiency improve through insights, improved execution discipline, and scalable process/tool enhancements. Core Competencies Proactivity & Ownership – Anticipates issues, follows through, and operates effectively with minimal direction. Business Acumen – Understands operational drivers and how they flow through the income statement. Analytical Rigor – Strong modeling, variance analysis, and root-cause problem solving. Continuous Improvement – Builds scalable processes, improves reporting, and automates where possible. Comfortable with Ambiguity- Deal with imperfect data, ambiguous environments; able to proactively identify new/evolving trends and provide suggested action/direction. Communication & Influence – Presents clearly to leaders and builds trusted cross-functional partnerships. Qualifications 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. Power BI/dashboarding and automation experience preferred. Why This Role Matters This role sits at the intersection of strategy and execution, helping operational leaders across the organization clearly understand financial performance, the underlying drivers, and the actions required to improve results. By proactively identifying risks, uncovering opportunities, and translating analysis into practical recommendations, the Senior Financial Analyst directly influences decision-making, strengthens execution discipline, and drives sustainable improvements in profitability and operational performance.

Requirements

Bachelor’s degree in Finance, Accounting, Business, or related field
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.