Sr. Financial Analyst
About The Position
The Senior Financial Analyst supports client portfolios across revenue, forecasting, reporting, and billing while ensuring budgetary compliance and accuracy. Reporting to the Finance Manager - Agency, the analyst owns monthly client forecasts, including SMTM updates, variance analysis, and reconciliations for assigned clients. The role supports the annual budget, partners with Account Management, Project Management, and Finance Leaders, and uses AI and automation to improve finance processes. The role involves maintaining client forecasts as periods close and as contracts, change orders, scope, or resourcing change; supporting client and intercompany billing; responding to finance and operations requests; developing financial models and reporting tools; and presenting findings to operational personnel and senior leaders. The position also contributes to finance policies and process improvements and promotes inclusive behaviors. This is a 40-hour-per-week position, Monday through Friday, with 0% travel. The work environment is an office with frequent interruptions and multiple demands. The employee may be required to sit or stand for extended periods and occasionally lift or move up to 25 pounds.
Requirements
- Bachelor’s degree or equivalent education plus professional experience.
- Three to five years of experience in a finance role, preferably in an agency environment.
- Understanding of clients’ businesses and targets and how Intouch can elevate their business.
- Advanced Excel skills.
- Working knowledge of client Master Service Agreements (MSAs), SOWs, and change orders.
- Understanding of data analysis and forecasting.
- Working knowledge of MS 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 to change.
Nice To Haves
- Agency experience.
- Experience with Dynamics 365, Adaptive Planning, or Power BI.
Responsibilities
- Support the Finance Manager with annual budget and monthly forecast cycles, including SMTM and quarterly reforecasts, and own forecast inputs for assigned clients.
- Own monthly variance analysis, explain 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, checking 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 new 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 data and analysis requests from finance leaders and operations.
- 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 improve data analysis and reconciliations.
- Identify opportunities to incorporate AI into budgeting, forecasting, and close processes and help the team adopt them.
- Validate AI-generated outputs for accuracy and use sound judgment regarding data privacy and appropriate use.
- Demonstrate commitment to diversity, equity, and inclusion through continuous development, inclusive behaviors, and proactive bias management.
- Perform other duties as assigned.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
