Senior Financial Analyst

Greenberg TraurigMiramar, FL
Hybrid

About The Position

This role sits at the intersection of finance, strategy, and data, with a focus on understanding what is happening across key financial areas and why. The position is responsible for developing insights across major expense categories, building financial models, and supporting decision-making through clear, data-driven analysis. A key component of the role is identifying opportunities to streamline and scale analytical workflows through improved processes and automation. This position prioritizes exploratory analysis, deep dives, and financial storytelling over routine reporting.

Requirements

  • Excellent interpersonal and communication skills (oral and written), professional demeanor, and presentation with both internal and external clients, including executive levels.
  • Strong analytical and problem-solving skills, with the ability to independently structure and execute analyses
  • Advanced financial modeling capabilities and a solid understanding of financial statements and cost drivers
  • Ability to distill complex data into clear, concise insights and business narratives
  • Intellectual curiosity with a focus on identifying root causes and drivers of performance
  • Effective communication skills, including experience presenting to senior stakeholders
  • Ability to operate effectively in ambiguous, evolving environments
  • Collaborative mindset with experience working cross-functionally
  • Recognize confidential, sensitive, and proprietary information and maintain such information as confidential
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field is required
  • 4+ years of experience, or 2–3 years with a relevant advanced degree, in FP&A, corporate finance, consulting, or a similar analytical role
  • Demonstrated experience in financial modeling, forecasting, and scenario analysis
  • Proficiency in Microsoft Office Suite, particularly Excel
  • Applies hands-on experience using generative AI tools (e.g., Microsoft Copilot, ChatGPT, or similar platforms) to support professional and managerial tasks, including drafting, summarizing, brainstorming, and organizing content, while applying sound judgment when reviewing AI generated work product and maintaining accountability for all final outputs
  • Ability to write effective prompts that clearly define objectives, provide relevant context, and guide AI tools to produce useful, accurate, and appropriate results; able to refine prompts to improve output quality, productivity, and efficiency
  • Models responsible AI use for team members, reinforcing expectations related to confidentiality, data privacy, and appropriate human oversight
  • Demonstrates working knowledge of governance considerations, including ethical use and risk awareness, and adapts to emerging AI and related technologies

Nice To Haves

  • Experience analyzing cost structures or large expense categories preferred (e.g., real estate, travel, technology)
  • Working knowledge of SQL or experience querying data is a plus.
  • Experience with data visualization tools (e.g., Power BI) or programming languages (e.g., R, Python) is a plus.

Responsibilities

  • Partner with stakeholders to define business questions, scope analyses, and translate needs into actionable analytical approaches
  • Analyze key financial categories (e.g., real estate, travel, technology investments) to identify trends, cost drivers, and optimization opportunities
  • Build and maintain financial models, including cash flow analysis, scenario planning, and forecasting
  • Structure and execute analyses in ambiguous or open-ended problem spaces, forming hypotheses and defining methodologies
  • Synthesize complex financial and operational data into clear insights and recommendations for senior leadership
  • Communicate findings through presentations, visualizations, and written reports tailored to internal clients
  • Drive process improvements by identifying and implementing automation opportunities across financial analysis and reporting workflows
  • Collaborate with Business Intelligence and data teams to scale reporting through dashboards and automated outputs

Benefits

  • competitive compensation
  • excellent benefits package
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