Sr. Financial Analyst

EVERSANA•Chicago, IL

About The Position

The Senior Financial Analyst supports client portfolios through revenue forecasting, reporting, and billing while ensuring budgetary compliance and accuracy. Reporting to the Finance Manager - Agency, the role owns monthly client forecasts, including SMTM updates, variance analysis, and reconciliations for assigned clients. It also supports the annual budget, partners with Account Management, Project Management, and Finance Leaders, and uses automation and AI to improve finance processes. The position works with operational personnel and senior leadership, presenting findings clearly to non-finance audiences. It contributes to financial data development, budget preparation, finance policies and procedures, and ongoing improvements to financial models, reporting, planning, and close processes. The role is listed as 40 hours per week, Monday through Friday, with 0% travel.

Requirements

Bachelor’s degree or equivalent education plus professional experience.
Three to five years of experience in a finance role.
Understanding of clients’ businesses and targets, and how Intouch can elevate their business.
Advanced Excel skills.
Working knowledge of client Master Service Agreements (MSAs), Statements of Work (SOWs), and change orders.
Understanding of data analysis and forecasting.
Working knowledge of Microsoft Office, especially Excel and PowerPoint.
Knowledge of Generally Accepted Accounting Principles (GAAP).
Attention to detail and problem-solving ability.
Ambitious, proactive, and self-motivated.
Well-organized with the ability to prioritize.
Excellent internal and external communication and interpersonal skills.
Ability to listen actively and help solve problems using diplomacy, fairness, firmness, and sound judgment.
Ability to establish and maintain effective working relationships with internal and external partners.
Willingness to accept new responsibilities and adapt well to change.
Ability to perform the position’s physical and mental expectations, including frequent reaching, grasping, standing and/or sitting for long periods (up to 90% of the shift), walking, talking, and hearing, and occasional lifting or moving of up to 25 pounds.

Nice To Haves

Agency experience, preferably in a finance role.
Experience with Dynamics 365, Adaptive Planning, or Power BI.

Responsibilities

Support annual budget and monthly forecast cycles, including SMTM and quarterly reforecasts, owning inputs for assigned clients and coordinating with Account Management, Project Management, and Finance Leaders.
Own monthly variance analysis, explain drivers behind results, and recommend actions.
Bridge current forecasts to locked forecasts by client and SMTM line, documenting material changes received after forecasts are locked.
Perform and review monthly account reconciliations and resolve discrepancies promptly.
Oversee the team budget tracker, reviewing it for accuracy and completeness and correcting errors or inconsistencies with project owners.
Follow up on weekly reporting with project and operational teams, investigate variances, and ensure issues are resolved before period close.
Actualize client forecasts as periods close and update them for newly signed contracts, change orders, scope changes, and resourcing shifts.
Support monthly client and intercompany billing schedules for assigned clients, tying billing to MSAs, SOWs, and change orders.
Respond to ad hoc finance and operations requests for data pulls and analysis.
Contribute to specialized financial data development and budget preparation.
Help develop, document, and implement finance policies and procedures, and recommend improvements.
Build, document, and continuously improve complex Excel-based financial models and reporting tools.
Partner with operational personnel and senior leadership and present findings clearly to non-finance audiences.
Improve reporting and planning processes through automation and better tooling, including D365, Adaptive, and Power BI.
Use approved AI tools to automate recurring reporting, accelerate variance commentary, and speed data analysis and reconciliations.
Identify opportunities to use AI in budgeting, forecasting, and close processes, and help the team adopt them.
Validate AI-generated outputs for accuracy and apply sound judgment about data privacy and appropriate use.
Demonstrate commitment to diversity, equity, and inclusion through continuous development, inclusive behavior, and proactive bias management.
Perform other duties as assigned.