Senior Financial Analyst - Finance Operations

Give • Shirley, NY

2d

About The Position

The Senior Financial Analyst supports budgeting, forecasting, tracking, analysis, and reporting of financial data across departments such as Sales, Marketing, and Operations. The role helps advance short- and long-term business objectives by delivering financial analysis, reporting, and recommendations to support decision-making. It also works with commercial and operational teams, contributes to month-end activities, and helps maintain effective internal controls.

The position supports the annual budgeting process, prepares monthly financial results and forecast reports, develops Excel analytical models for special projects, and analyzes variances and future trends. It also identifies opportunities to improve process efficiency and provides analytical and technical expertise on major initiatives.

Requirements

• Bachelor’s degree in Accounting, Finance, Business, or a related field.
• Minimum of 3 years of financial analysis experience.
• Knowledge of the consumer-packaged goods industry.
• Proven financial analysis and problem-solving skills.
• Strong interpersonal skills and ability to build relationships with stakeholders.
• Results-oriented approach, strong attention to detail, initiative, and independence.
• Strong verbal and written communication skills, including strong listening skills.
• Initiative and willingness to drive change, with a focus on innovation, process improvement, and problem-solving.
• Strong computer systems skills, including MS Office and ERP systems.
• Intermediate Power BI skills.
• Ability to prioritize demands in a fast-paced work environment.

Responsibilities

• Support the annual budgeting process by working with other departments to produce a bottom-up budget.
• Prepare reports on monthly financial results and forecasts, with detailed analytical support for projections.
• Develop analytical models in Excel to support senior management decision-making on special projects.
• Analyze and present recommendations on financial forecasts, future trends, and their impact on operational goals and short- and long-term financial objectives.
• Establish and maintain relationships with commercial and operational functions.
• Identify opportunities to improve process efficiency while maintaining accuracy.
• Analyze weekly and monthly variance reports and explain deviations.
• Provide analytical and technical expertise on major initiatives.
• Perform various month-end activities.
• Ensure effective internal controls are in place, monitored, and followed throughout the company.

Benefits

• Learning and growth opportunities.
• An environment that encourages sharing new ideas, experimenting, and learning from each other.

What This Job Offers

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