Sr. Financial Planning Analyst
About The Position
The Senior Financial Analyst is responsible for starting to handle complex tasks, often involving strategic analysis and a broader scope of responsibilities. This role requires 4+ years of experience and involves detailed financial analysis, advising analysts, building models, and strategic planning. The position aims to develop moderate to high levels of business acumen, strategic thinking, and leadership skills. This role serves as a trusted finance business partner to senior leadership, translating complex financial data into clear, actionable insights and providing the objective challenge needed to drive sound business decisions. In addition to core responsibilities, this role is expected to operate as a modern professional - leveraging data, technology, and AI to transform processes. The Senior Financial Analyst will drive automation, enhance data quality, and lead process improvements to increase efficiency and scalability across workstreams, both individually and for the broader team.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- 4 – 7 years of experience in financial planning and analysis or a related field.
- Strong analytical and problem-solving skills.
- Proficiency in Microsoft Excel and other financial software.
- Good organizational and time management skills.
- Ability to work independently and as part of a team.
- Strong attention to detail and accuracy.
- Effective communication and presentation skills.
- Demonstrated leadership abilities and strategic thinking.
- Must be currently authorized to work in the United States on a full-time basis and must not require U.S. Venture’s sponsorship to continue to work legally in the United States.
Nice To Haves
- Additional certifications (e.g., CFA, CPA).
Responsibilities
- Perform detailed financial analysis to support strategic decision-making.
- Advise and mentor junior analysts, providing guidance and support.
- Build and maintain complex financial models to forecast and analyze financial performance.
- Participate in strategic planning activities, offering insights and recommendations.
- Ensure compliance with company policies, accounting standards, and regulatory requirements.
- Support budgeting and forecasting processes, providing detailed analysis and insights.
- Maintain accurate and organized financial records.
- Constructively challenge assumptions, business cases, and investment proposals brought forward by senior leaders
- Leverage AI-powered tools and technologies (e.g., Copilot, automation platforms, and data analytics solutions) to streamline workflows — driving greater accuracy and efficiency.
- Identify and champion opportunities to transform processes by evaluating current workflows, recommending automation or AI-driven solutions, and leading implementation efforts that reduce manual effort and improve turnaround times.
- Stay current on emerging AI technologies and digital tools relevant to the finance landscape, proactively bringing forward ideas to modernize processes and enhance the team's capabilities.
- Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit
- Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization
- Continuously learn and develop self professionally
- Support corporate efforts for safety, government compliance, and all other company policies & procedures
- Perform other related duties as required and assigned
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What This Job Offers
Job Type
Full-time
Career Level
Senior
