Senior Financial Analyst

Senior Financial Analyst with a $1.5 billion privately-held company.
 

Summary

The Senior Financial Analyst is a critical role in supporting strategic decision-making by providing comprehensive financial analysis, forecasting, and reporting. This position will work closely with senior leadership, delivering insights that enhance operational efficiency and profitability.

The role will be in-office in the Perimeter area 3 days/week with the option to work remotely 2 days/week.

Responsibilities

• Financial Planning and Analysis (FP&A):
  • Lead the budgeting, forecasting, and variance analysis processes for the company’s operations.
  • Develop detailed financial models to support strategic initiatives and capital allocation decisions.
• Reporting:
  • Prepare monthly, quarterly, and annual financial reports for senior management, ensuring accuracy and clarity.
  • Prepare and analyze monthly budget to actuals variances and provide detailed explanations.
  • Put together weekly division forecast and distribute to commercial leaders.
  • Present key insights and recommendations to stakeholders through reports and presentations.
• Data Analysis:
  • Analyze financial performance trends and key performance indicators (KPIs) to identify areas for improvement.
  • Leverage advanced analytics tools to provide data-driven insights.
• Business Partnering:
  • Support business units and become a subject matter expert on operations.
  • Develop relationships with the commercial and operational teams.
  • Act as a trusted advisor, offering actionable recommendations to optimize costs and enhance profitability.
• Compliance and Risk Management:
  • Ensure adherence to financial policies, regulations, and internal controls.
  • Identify financial risks and develop strategies to mitigate them
• Accounting/Month-End Close:
  • Calculate commissions along with management incentives.
  • Prepare payroll and labor actual vs. plan analysis (dollars and FTE).
  • Analyze and report gross profit for various Business Units.
  • Prepare monthly financial dashboard and distribute it to executive, functional, and commercial leaders.

Requirements

• Bachelor’s degree or higher in Finance, Accounting, Economics, or a related field.  Master’s/MBA preferred.
• 5+ years of progressive experience in financial planning and analysis.
• Advanced proficiency in financial modeling and forecasting tools (e.g., Excel, Power BI, and Tableau).
• Strong understanding of ERP systems (e.g., SAP, Oracle, and Microsoft Business Central) and data visualization platforms.
• Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
• Ability to work effectively with all levels of management and other colleagues, demonstrating initiative, mature judgment, and customer service orientation.
• Strong analytical mindset, attention to detail, and problem-solving abilities.
• Knowledge of GAAP and all aspects of general accounting.

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