Senior Financial Analyst

Aston Carter•Berwyn, IL

3d•$100,000 - $135,000•Hybrid

About The Position

The Senior Financial Analyst role offers a high-impact, strategic opportunity to partner directly with executive leadership and shape critical financial decisions. You will thrive in a fast-paced, high-expectations environment where you build, own, and continuously improve complex financial models that drive business growth. This position extends beyond traditional FP&A by focusing heavily on corporate modeling, investment analysis, and supporting strategic initiatives such as acquisitions, new business development, and greenfield projects. You will play a key role in long-term strategic planning, capital allocation, and value creation in a private equity and growth-oriented setting, with strong visibility, career growth potential, and flexibility.

Requirements

Minimum of 5+ years of experience in financial analysis, preferably within corporate finance, investment analysis, or mergers and acquisitions–focused environments.
Proven experience building and managing complex financial models that go beyond standard profit and loss ownership.
Strong understanding of financial statements, capital structure, and business valuation concepts.
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Advanced proficiency in Microsoft Excel, with financial modeling as a core competency.
Experience in financial planning and analysis (FP&A), including forecasting, budgeting, and reporting.
Demonstrated ability to perform detailed financial analysis and synthesize findings into clear insights and recommendations.
Strong working knowledge of Microsoft Office tools, including PowerPoint and Word, to create polished presentations and documentation.
Ability to operate effectively in a fast-paced, high-expectations environment while managing multiple priorities.
Strong analytical, problem-solving, and critical-thinking skills with a high attention to detail.

Nice To Haves

Experience supporting strategic initiatives such as acquisitions, new market entry, or large-scale investments.
Background in private equity–backed or high-growth environments.
Experience with ERP systems, with exposure to system implementations or transitions considered highly valuable.
Netsuite is a plus
Familiarity with data tools such as Power BI, Power Query, or SQL.
Experience in corporate finance, including capital allocation and investment analysis.
Prior involvement in mergers and acquisitions, including financial due diligence and integration planning.
Ability to develop and contribute to investment memos and board-level materials.
Strong communication skills, with the ability to explain complex financial concepts to non-financial stakeholders.
Proactive mindset with a desire to build processes, tools, and models from the ground up.
Motivation to grow in a high-visibility role with significant exposure to executive leadership.

Responsibilities

Build, maintain, and enhance comprehensive corporate financial models that support long-term strategic planning and decision-making.
Develop detailed financial models for new business initiatives, greenfield projects, and acquisition opportunities, incorporating key assumptions and scenarios.
Analyze financial and operational performance by reviewing financial statements and KPIs, identifying trends, risks, and opportunities for improvement.
Provide actionable insights and recommendations based on variance analysis, KPI performance, and business drivers to inform leadership decisions.
Support executive leadership with regular and ad hoc reporting, forecasting, and strategic planning activities.
Assist in preparing clear, compelling materials and presentations for Senior leadership and board-level discussions.
Partner cross-functionally with teams across the organization to evaluate the financial impact of business decisions, including pricing strategies, capital investments, and growth initiatives.
Contribute to the development of investment memos and financial analyses related to mergers and acquisitions and other strategic investments.
Help optimize the company’s capital structure and evaluate cost of capital considerations to support value-maximizing decisions.
Identify inefficiencies and gaps in current reporting, forecasting, and analysis processes, and lead initiatives to improve accuracy, speed, and automation.
Support ongoing system enhancements and the evolution of financial tools, including ERP transitions and automation opportunities.
Participate in ad hoc strategic projects and deep-dive financial analyses to support emerging opportunities and challenges.