Senior Financial Analyst
The Shade Store•Port Chester, NY
•Hybrid
About The Position
The Senior Financial Analyst plays a critical role in driving financial insight, and operational excellence across the organization. This position partners closely with business leaders to analyze performance, develop forecasts, evaluate opportunities, and support long-term planning. The ideal candidate combines strong analytical skills with business acumen, clear communication, and a proactive, problem-solving mindset.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- 5–7+ years of progressive experience in FP&A, corporate finance, or related analytical roles.
- Advanced proficiency in Excel and financial modeling; experience with BI tools (Adaptive, Looker) preferred.
- Understanding of financial statements, forecasting techniques, and business performance metrics.
- Strong communication skills with the ability to translate data into insight.
- Ability to work independently, manage multiple priorities, and influence stakeholders.
Nice To Haves
- Experience with BI tools (Adaptive, Looker)
Responsibilities
- Support the development of annual budgets, quarterly forecasts, and long-range financial plans.
- Build and maintain financial models to evaluate business performance, scenario planning, and strategic initiatives.
- Analyze monthly results, identify trends, and provide actionable insights to leadership.
- Collaborate with cross-functional teams (Operations, Sales, IT, HR, etc.) to understand drivers of financial performance.
- Present financial insights and recommendations to management in a clear, compelling way.
- Support business cases for new investments, product launches, and strategic projects.
- Prepare monthly and quarterly reporting packages, including variance analysis and KPI dashboards.
- Improve reporting processes and automate recurring analyses where possible.
- Ensure accuracy, consistency, and integrity of financial data.
- Conduct ad-hoc financial analysis to support executive decision-making.
- Evaluate profitability, pricing strategies, cost-saving opportunities, and ROI on key initiatives.
Benefits
- Competitive salary
- Medical Benefits
- 401k with Company Match
- Up to $100k Life Insurance & Short-Term Disability (Employer Paid)
- Legal and Pet Insurance Plans
- Employee Assistance Program
- Product Discount
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What This Job Offers
Job Type
Full-time
Career Level
Senior
