Sr. Financial Analyst, Corporate FP&A

OEC • Cleveland, OH

10d • Hybrid

About The Position

Delivers high-quality financial planning, reporting, analysis, and insights across the organization.

Requirements

• At least 5 years of progressive experience in financial analysis.
• Strong analytical and financial modeling skills.
• Ability to effectively communicate.
• Able to use time, energy and resources to manage multiple priorities and meet deadlines and deliverables.
• Knowledge of reporting systems (Hyperion, Workday Adaptive Planning, OneStream, etc.) and AI platforms Co-Pilot and Claude.
• Advanced Microsoft Excel skills.
• Comfortable operating in a lean, high-growth, private-equity backed SaaS and technology-enabled services environment where building, iterating, and improving are part of the daily rhythm.
• Excellent business partnering skills and can work collaboratively across teams.
• Ability to demonstrate initiative and ownership.
• Can easily adjust to shifts in priorities as the needs of the business change.
• Able to work and thrive in a hybrid/remote work environment that has limited opportunities for in-person interactions.
• Willing and able to attend virtual meetings with the laptop camera on.

Responsibilities

• Supports Technology, Marketing, and Administrative (Finance, HR, Legal, etc.) leadership with all FP&A activities.
• Assists with the month-end close process by reviewing financial results and resolving variances, generating monthly board and executive financial statements, maintaining supporting schedules, and publishing a variety of reports to inform and drive business decisions.
• Participates in annual budget, rolling forecast, and 3-year strategic plan activities by preparing financial expense, balance sheet, and cash flow outlooks by collaborating with functional leaders.
• Leverages AI tools to accelerate analysis, improve the quality of financial narratives, and streamline recurring workflows.
• Supports capitalized software tracking and ROI (Return on Investment) analysis in partnership with Technology and Accounting.
• Aids in M&A (Mergers & Acquisitions) due diligence and acquisition integrations, and various ROI/investment analysis.

Benefits

• Medical, Dental, and Vision
• 401(k) with company match
• Unlimited Flex Time Off
• 10 company-paid holidays
• Monthly communication stipend
• One-time equipment stipend upon hire
• Professional development programs
• Tuition assistance (after 12 months of employment)
• Pet insurance
• Employee resource groups
• Exclusive employee discounts

What This Job Offers

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