Sr. Financial Analyst
About The Position
The Financial Planning & Analysis Sr. Analyst will take on a critical role in steering the company’s financial strategy. Your responsibilities include conducting sophisticated financial analyses, developing comprehensive budgeting and forecasting models, and providing key insights for strategic decision making at the corporate level. You will also mentor junior analysts and collaborate with senior management to ensure financial plans are aligned with business objectives. This role demands a high level of expertise in financial modeling, a strategic mindset, and the ability to communicate complex financial concepts clearly. In addition, the role is responsible for preparing schedules and presentations to support our earnings calls and Board of Director meetings.
Requirements
- A bachelor’s degree in Finance, Accounting, Business, or a related field with at least 4 years experience or equivalent work experience that provides exposure to fundamental theories, principles, and concepts.
- In depth knowledge of financial principles, including budgeting, forecasting, and financial reporting.
- Strong communication skills and ability to communicate complex financial information clearly to both team members and senior management.
- Proficiency in analyzing financial data, identifying trends, and making strategic decisions.
Nice To Haves
- Certifications like the Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA).
Responsibilities
- Conduct detailed financial analysis and forecasting to support strategic decision making
- Develop and maintain financial models to accurately forecast future performance
- Analyze key financial drivers and variances to budget and forecast
- Provide insights and recommendations to senior management based on financial analysis
- Assist in the development and monitoring of annual budgets and long term financial plans
- Collaborate with business units to understand their financial needs and goals
- Prepare budget presentations and reports for senior management
- Monitor budget performance and make recommendations for cost saving measures
- Prepare and distribute financial reports to key stakeholders
- Ensure accuracy and completeness of financial data and reports
- Analyze financial results and communicate key insights to management
- Create and maintain financial dashboards to track key performance metrics
- Prepare and distribute schedules to support earnings calls and Board of Director meetings
- Collaborate with cross functional teams to understand business operations and identify areas for improvement
- Provide financial support and guidance to business units
- Partner with other departments to develop and implement financial strategies
- Proactively identify and communicate potential financial risks and opportunities
- Identify opportunities for process improvement within the finance department
- Develop and implement new processes and procedures to increase efficiency and accuracy
- Continuously monitor and evaluate existing processes to identify areas for improvement
- Train and mentor junior analysts on best practices and processes
- Participate in special projects and initiatives as assigned by senior management
- Conduct research and analysis to support decision making on ad hoc projects
- Prepare presentations and reports for senior management on ad hoc projects
- Ensure compliance with financial regulations and company policies
- Identify and mitigate financial risks through regular monitoring and analysis
- Assist with internal and external audits and compliance reviews
- Stay up to date on industry trends and regulations to ensure compliance and mitigate risks.
Benefits
- Medical
- Dental
- Vision plans
- 401(k) with company contribution
- Paid time off
- Paid parental leave
- Tuition reimbursement
- Paid parental leave, maternity support, and fertility benefits
- Flexibility and hybrid work options where applicable
- Health, dental, and vision insurance from day one
- Emotional health and wellness programs and Volunteer program (Watermark)
- Paid time off (PTO)/Flexible time off (FTO) and paid holidays
- Career development, advancement, tuition reimbursement, and student loan forgiveness
- Generous retirement savings plan with company contribution
- Employee recognition and discount programs
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What This Job Offers
Job Type
Full-time
Career Level
Senior
