Sr Financial Analyst
About The Position
The Sr Financial Analyst performs complex financial analysis and business partnering activities to support strategic decision-making and operational performance. The role provides insights, forecasting, reporting, and recommendations to business leaders while identifying risks and opportunities. It also serves as a resource to less experienced team members and may lead cross-functional projects and initiatives. The analyst partners with assigned business functions, contributes to operating and strategic plans, budgets, and forecasts, and supports monthly and quarterly financial close. The position analyzes performance, develops financial models, creates management reporting and KPIs, and presents recommendations to management and business partners. It also supports financial planning across functional areas and participates in special projects and process improvement efforts, including opportunities to automate and standardize finance processes.
Requirements
- Bachelor's degree in Finance, Accounting, Business, Economics, Mathematics, or a related field.
- Minimum of 5 years of progressive financial analysis, accounting, or related business experience.
- Strong understanding of financial planning and analysis, budgeting, forecasting, and profit and loss statement management.
- Demonstrated ability to analyze complex data, identify trends, and provide meaningful business insights and recommendations.
- Experience building financial models and performing quantitative analysis to support decision-making.
- Proven ability to build strong partnerships and effectively communicate with stakeholders across multiple levels of an organization.
- Ability to manage multiple priorities and perform effectively in a fast-paced, changing environment.
- Strong problem-solving, critical thinking, and decision-making skills.
- Advanced proficiency with Microsoft Excel and other Microsoft Office applications.
- Travel may be required.
- Regular use of standard office equipment, including computers, phones, and related technology.
- Occasional bending, reaching, and lifting may be required.
Nice To Haves
- Experience with enterprise financial systems, ERP platforms, or reporting tools.
- MBA, CPA, CMA, or other relevant professional certification.
Responsibilities
- Serve as a trusted finance partner to assigned business functions, providing financial guidance, analysis, and recommendations to support business objectives.
- Participate in the development of annual operating plans, long-range strategic plans, budgets, and related financial projections.
- Prepare and maintain monthly forecasts, analyzing business changes and communicating risks, opportunities, and key drivers to stakeholders.
- Support monthly and quarterly financial close processes, ensuring accuracy of financial results and timely resolution of issues.
- Analyze financial performance, identify trends, and provide actionable insights to improve business results.
- Develop, maintain, and enhance financial models to support business cases, investments, pricing decisions, product initiatives, and other strategic projects.
- Lead the creation and ongoing improvement of key performance indicators (KPIs), dashboards, scorecards, and management reporting.
- Prepare and present financial analyses, reports, and recommendations to management and business partners.
- Partner cross-functionally with stakeholders to evaluate operational and financial impacts of business decisions.
- Support financial planning and analysis activities across multiple functional areas as needed.
- Participate in and/or lead special projects, process improvement initiatives, and other finance-related efforts.
- Identify opportunities to improve reporting, forecasting, and financial processes through automation, standardization, and best practices.
- Act as a resource to less experienced team members and may lead cross-functional projects and initiatives.
Benefits
- Medical, dental, and vision insurance.
- Flexible Spending Accounts for health and dependent care, and Health Reimbursement Accounts.
- Well-being programs, including companywide events and a wellness incentive program.
- Paid Time Off.
- 401(k) plan with generous company contributions.
- Financial Planning Services.
- Employee Stock purchase program.
- Health Savings Accounts.
- Life and Accident insurance.
- Family-Friendly Employee events.
- Employee Assistance Program services, including mental health and other concierge-type services.
- Compensation and bonus incentive programs.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
