Sr. Financial Analyst (FP&A)

MetaOption, LLC•Des Peres, MO

About The Position

As a Senior Financial Analyst, you will lead and oversee financial analysis, forecasting, and reporting activities, providing strategic insights and recommendations to support executive decision-making within an organization. This role involves serving as an analytic resource for assigned systems, products, or business units, recommending and implementing improvements to current procedures, plans, and controls to achieve financial objectives. You will also be responsible for generating pricing and profitability reports, managing the vendor rate card update process, and providing assistance with new business volume reporting. The role requires performing complex data analysis, preparing various reports, and conducting internal reporting projects, potentially developing process enhancements. Additionally, you will provide advanced operational support to management and other key groups, serve as an analytics resource to the wider organization, and track performance across assigned areas to identify issues and assist management in implementing changes and ensuring compliance.

Requirements

Bachelor's degree and 6 years of experience in Finance or Analytics OR High School Diploma or GED and 10 years of experience in Finance or Analytics
Able to explain complex financial modeling analysis to a broad cross functional audience
Ability to speak persuasively and with credibility
Superior project management, organizational and time management skills
7 years : Financial Planning & Analysis (FP&A) expertise
Advanced Excel and financial modeling skills
Experience owning enterprise level FP&A reporting, forecasting, or planning processes
Strong analytical and financial modeling capabilities with sound business judgment
Proven ability to independently manage complex analyses and competing priorities
Knowledge of PeopleSoft General Ledger ecosystem
Business Intelligence tools (Power BI preferred)
Financial documentation, Maintain repository notes and insights
Trend reporting preparation
Data Analysis - Sources, compiles, and interprets data

Nice To Haves

OneStream platform experience
Work in financial industry
Experience with Zoom AI
Financial services or a regulated business environment experience
Business intelligence and data visualization experience (e.g., Power BI, Tableau, or similar tools)
Ability to communicate financial insights clearly and persuasively to senior, non‑financial audiences
Strong organizational, project management, and stakeholder management skills

Responsibilities

Serves as an analytic resource for assigned systems, products, or business units by providing advanced support
Recommends improvements to current procedures, plans, and controls to achieve financial objectives, and assists in implementing recommended enhancements
Generates pricing, profitability reports, or other documentation as needed
May provide oversight for the work group through knowledge in the area of specialization
Management of Rate Card Update Process to include loading new rate cards, changing existing loads and inactivating expired rate cards
Gather data, analyze and produce reports on vendor rate card assignments
Improvement of existing and development of new rate card production and management tools
Manage rate card mass market updates
Provide assistance with monthly new business volume reporting process
Analyze rate card and special quote pricing request, utilizing existing pricing tools
Complete other assigned task within BC FP&A/Pricing functions on as needed basis
Trend reporting preparation
Data Analysis - Sources, compiles, and interprets data
Performs complex data analysis, effectively communicating and directing analysis output
Reporting - Produces reports based on data analysis, company trends, and financial processes
Conveys patterns, problems, and areas of improvement
Conducts other internal reporting projects as needed
May develop process enhancements based on reporting
Operational Support - Provides advanced support to management, associates, and other key groups via analysis output and financial expertise
Directs information and process updates across systems
Serves as an analytics resource to wider organization or business units, offering guidance and participating in strategic initiatives
May prepare documentation, presentations, or other materials for business purposes
Financial Support - Tracks performance across assigned systems, products, or business units, and identifies issues limiting potential gains
Assists management in implementing recommended changes, and in ensuring compliance
Lead analysis of financial performance across functions, business segments, products, and channels, identifying key drivers, risks, and opportunities
Own variance analysis versus plan, forecast, and prior periods, developing clear explanations and implications
Translate complex financial results into concise, decision ready insights for senior stakeholders
Challenge assumptions, assess trade‑offs, and provide recommendations to management
Own the structure, content, and evolution of core FP&A reporting packages used across the Finance organization
Ensure reporting accuracy, consistency, and relevance across all FP&A deliverables
Identify and lead enhancements to reporting processes, automation, and scalability
Partner with stakeholders to align reporting outputs with leadership needs
Serve as a primary financial partner to business leaders and cross-functional teams
Prepare executive level presentations, dashboards, and materials for business reviews and planning discussions
Lead special analytical projects and continuous improvement initiatives within FP&A