senior financial analyst

Truity Partners, LLC

<div></div><div><div><div><div><div><div><div>Job ID: 42032</div>
<div>Sector: Accounting</div>
<div>Employment Type: Permanent</div>
<div>Date Added: 03/09/2026</div></div><div><div><br>
</div></div></div><div><p><br>
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Our client is an organization in the Wauwatosa area looking for a <b>Senior</b> <b>Financial Analyst</b>. Our client is looking for someone with 3+ years of experience, strong analytical skills and high attention to details.
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The salary for range for this position is $80k-$110k.
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The <b>Senior</b> <b>Financial Analyst</b> will be responsible for, but not limited to, the following:<br>
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<b>RESPONSIBILITIES
</b></p><ul><li>Conduct in-depth assessments of financial data and business activity, delivering practical recommendations that influence policies, internal controls, and decision-making.
</li><li>Provide clear interpretation of corporate financial guidelines, government regulations, accounting standards, and customer-specific requirements to ensure compliant, informed operations.
</li><li>Examine historical and current results to identify future financial trends. Recommend enhancements that strengthen profitability, operational efficiency, and financial health.
</li><li>Review complex budgets, profitability models, performance reports, financial statements, and operational records to validate accuracy and guide improvement opportunities.
</li><li>Guide the creation of analysis and reporting across budgeting, long-range planning, cash flow modeling, regulatory reporting, statistical tracking, and recurring forecasts.
</li><li>Develop and maintain key data repositories used for forecasting, scenario modeling, and long-term financial planning.
</li><li>Perform other duties and special projects as assigned.
</li></ul>The <b>Senior</b> <b>Financial Analyst</b> will possess the following:<br>
<br>
<b>EXPERIENCE REQUIRED</b>
<ul><li>Bachelor&rsquo;s degree in accounting or closely related field.
</li><li>3+ years of experience.
</li><li>CPA preferred.
</li><li>Strong analytical and problem-solving skills.
</li><li>Excellent written and verbal communication skills.</li></ul><br>
<p><br>
<i>Equal Opportunity Employer</i><br>
The compensation philosophy reflects the Company&rsquo;s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.</p></div></div></div></div></div><div></div>

Senior Financial Analyst

Codex

<div>
 <p>
  Our client, a growing SaaS company in the Boston area, is looking for a technical minded Senior Financial Analyst to join their team! In this position you will be responsible for forecasting and variance analysis along with developing commentary on these deliverables and presenting findings to high level executives.
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  Reporting into the Senior Director of Finance, you will need to show the ability to collaborate with leadership teams and work cross functionally throughout the organization.
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   As a Senior Financial Analyst you will:
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   Execute monthly operational and financial close processes, while driving continuous process improvements.
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   Contribute to quarterly business and product reviews by developing clear, executive-ready presentations.
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   Utilize automation and reporting tools to enhance accuracy, streamline workflows, and improve overall efficiency.
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   Translate financial data into clear, actionable insights for cross-functional, non-financial stakeholders.
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   Independently manage competing priorities and deliver high-quality work with minimal oversight.
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   Deliver weekly cash flow reporting and forward-looking forecasts, including product-level P&amp;L analysis, to support strategic decisions.
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  <strong>
   As a high level candidate you will have:
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   3+ years of FP&amp;A experience in a SaaS/tech organization
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   A deep understanding of SaaS metrics and how they effect an organizations Financial processes
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   Strong financial modelling skills
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   A quantitative and detail oriented approach to FP&amp;A
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   Experience using Workday Adaptive Planning
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   A passion for utilizing cutting edge technology and Artificial Intelligence to optimize processes
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 </ul>
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   They are looking to speak to candidates ASAP, so if you are interested in this position as a
   <strong>
    Senior Financial Analyst
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   in Boston, apply now!!!!
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 </ul>
</div>


Brown & Brown Insurance

<div><div>Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.</div><div></div><div><div>
Brown &amp; Brown is seeking Senior Financial Analyst to join our growing team.</div></div><div></div><div><div><br>
Reporting to the Director of FP&amp;A, the Sr. Financial Analyst will assist the FP&amp;A team primarily in the areas of budgeting, forecasting, financial planning, ad hoc analysis, and operational initiatives. This role will be responsible for data analytics, metrics optimization and the implementation of new policies, procedures and initiatives, as well as, creating a business partnership with team members across supported offices in Arrowhead Specialty.</div></div><div></div><div><div><br>
How You Will Contribute:</div></div><div><ul><li>
Mentor and train financial analysts.</li><li>
Work closely with the Director of FP&amp;A in all financial planning &amp; analysis and decision support functions across supported offices.</li><li>
Review/Prepare income statement fluctuations ensuring explanations are clear, concise and adequately explain any variances.</li><li>
Analyze and track results relating to year-on-year growth, profitability, performance to budget and forecast across a broad range of metrics in support of business and finance leaders while seeking to optimize business performance.</li><li>
Review/Prepare budgets and forecasts across supported offices.</li><li>
Partner with office leaders to enhance the financial analysis of the business including developing/fine tuning metrics and measures to increase insight on performance drivers of the business which provide senior leadership with clear, actionable business intelligence.</li><li>
Develop and maintain strong working relationships with office leaders, Senior Financial Analysts, Accounting Centers of Excellence, and operational teams throughout the organization.</li><li>
Provide standard and ad hoc analysis; look for new ways to analyze the business and drive productivity.</li><li>
Review/Prepare analysis, commentary, and presentation material for monthly, quarterly and annual financial review meetings.</li><li>
Assist in acquisition integration/due diligence.</li><li>
Partner with stakeholders and functional peers to assist with the implementation of newer finance tools including Workday Adaptive Budget and Forecasting system, standardized Agency Management system, Risk Match, Carrier Scorecard analysis, and other technology initiatives across Arrowhead Specialty.</li><li>
Assist in month end accruals as needed.</li><li>
Other duties as assigned.</li></ul></div><div></div><div><div><br>
Skills &amp; Experience to be Successful:</div></div><div><ul><li>
A minimum of 5+ years of experience in an analyst role.</li><li>
Must have experience in delivering projects and initiatives that deliver measurable financial results with a focus on driving organic growth.</li><li>
Bachelor&rsquo;s degree; Master&rsquo;s degree preferred but not required.</li><li>
Expert level proficiency in Microsoft suite; focus on Excel and PowerPoint.</li><li>
Proficiency in Microsoft Power BI preferred but not required.</li></ul></div><div></div><div>
Teammate Benefits &amp; Total Well-Being</div><div>
We go beyond standard benefits, focusing on the total well-being of our teammates, including:</div><ul><li><i>
Health Benefits</i>: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance</li><li><i>
Financial Benefits</i>: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement</li><li><i>
Mental Health &amp; Wellness</i>: Free Mental Health &amp; Enhanced Advocacy Services</li><li><i>
Beyond Benefits</i>: Paid Time Off, Holidays, Preferred Partner Discounts and more.</li></ul><div></div><div><i>
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.</i></div><div></div><div>
The Power To Be Yourself</div><div>
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion &amp; Belonging (DIB) motto, &ldquo;The Power to Be Yourself&rdquo;.</div></div>

Clayton Kendall

<p><b>Job Summary</b></p><p>We are seeking a highly analytical and strategic <b>Senior Financial Analyst</b> to join our finance team in <b>Pittsburgh, PA or Glendale Heights, IL</b>. In this role, you will play a key part in driving data-driven financial decision-making, leading financial modeling and forecasting initiatives, and providing actionable insights to senior leadership.</p><p>The ideal candidate will partner cross-functionally across the organization to optimize financial performance, support strategic initiatives, and contribute to long-term business growth.</p><p><b>Roles &amp; Responsibilities</b></p><ul><li>Lead complex financial analysis to support strategic initiatives, capital investments, and operational decision-making.</li><li>Own the preparation, review, and interpretation of monthly, quarterly, and annual financial reports, ensuring accuracy and compliance with Generally Accepted Accounting Principles (GAAP).</li><li>Develop and maintain advanced financial models, forecasts, and scenario analyses to drive profitability and performance improvements.</li><li>Analyze trends, variances, and key performance indicators (KPIs), delivering clear recommendations to executive leadership.</li><li>Partner cross-functionally with operations, sales, accounting, and executive teams to support budgeting, forecasting, and strategic planning processes.</li><li>Lead annual budgeting and long-range financial planning processes.</li><li>Identify process improvement opportunities and implement best practices in financial reporting and analysis.</li><li>Mentor and provide guidance to junior analysts and other finance team members.</li><li>Prepare executive-level presentations and board-ready reporting materials.</li><li>Support mergers, acquisitions, capital projects, and other high-impact financial initiatives as needed.</li></ul><p><b>Key Competencies</b></p><ul><li>Strategic thinking and business acumen</li><li>Ability to manage multiple priorities in a fast-paced environment</li><li>Strong analytical and problem-solving skills</li><li>Executive communication and presentation skills</li><li>Leadership and mentoring capability</li><li>High attention to detail and accuracy</li></ul><p><b>Qualifications &amp; Education Requirements</b></p><ul><li>Bachelor&rsquo;s degree in Accounting, Finance, Analytics, or related field (MBA or advanced degree preferred).</li><li>5&ndash;8+ years of progressive experience in financial analysis, accounting, or related roles.</li><li>Strong knowledge of Generally Accepted Accounting Principles (GAAP) and financial reporting standards.</li><li>Public Accounting experience preferred.</li><li>Advanced proficiency in Microsoft Excel (complex modeling, pivot tables, Power Query, scenario modeling).</li><li>Extensive experience with financial modeling, forecasting, budgeting, and variance analysis.</li><li>Experience with ERP systems and financial reporting tools preferred.</li></ul><p>Join us as a Senior Financial Analyst to make an impactful difference through innovative analysis and strategic insights that propel our organization forward!</p><p>Pay: $65,000.00 - $90,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Disability insurance</li><li>Employee assistance program</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid parental leave</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Education:</p><ul><li>Associate (Required)</li></ul><p>Experience:</p><ul><li>Financial Analyst: 5 years (Required)</li></ul><p>Work Location: Hybrid remote in Monroeville, PA 15146</p>

Leapros, Inc.

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  Leapros is a trusted workforce solutions partner, offering customized recruitment and interim staffing solutions, as well as innovative resources designed to empower employers and professionals to accomplish their hiring and career objectives. Operating on a national platform, our areas of concentration include finance and accounting, information technology and engineering, human resources and administration, sales and marketing, supply chain and operations. Whether you are a talented professional or a company looking for a talented professional, we welcome you to take a leap with us!
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  <strong>
   CLIENT PARTNER PROFILE &amp; VALUE PROPOSITION:
  </strong>
  Leapros has been engaged by an industry leader headquartered in Newport Beach to fill a Senior Financial Analyst role.
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  <strong>
   POSITION TITLE:
  </strong>
  Senior Financial Analyst
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  <strong>
   POSITION SUMMARY:
  </strong>
  This role serves as a strategic financial analyst responsible for budgeting, forecasting, variance analysis, and comprehensive financial reporting to support departmental leaders and senior management through data-driven insights and process improvements.
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   RESPONSIBILITIES/DUTIES:
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   Serve as finance business partner to the various departments of the organization
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   Responsible for the month end reporting and analysis process, including the preparation and review of profit and loss statements and KPIs to ensure overall accuracy of the reports
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   Perform monthly variance analysis of actual to budget and/or forecast results for monthly deliverables to senior management
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   Ensure financial processes and reports meet corporate and industry guidelines
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   Analyze monthly department spending and communicate trends with Sr Management
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   Collaborate and suggest in the development or adjustment of Key Performance Indicators to drive business decisions, processes, and optimizations
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   Create internal management reports for monthly, quarterly, and yearly financial results and prepare commentaries for senior management
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   Assist in the drafting of SEC reports, prepare monthly statement of cash flows, other financial reports, and presentations for management and the board of directors
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   Ensure financial processes and reports meet corporate and industry guidelines
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   Prepare and design ancillary business/financial models and other special projects as needed
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   QUALIFICATIONS:
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   Customer service oriented, systems savvy, possess strong communication/relationship skills, and able to work collaboratively as part of the team as well as independently
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   Bachelor&rsquo;s Degree in Business Administration, Finance, Accounting, or related fields required
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   Strong knowledge of budgeting, forecasting, variance analysis, reporting, and financial modeling, possess exceptional analytical skills and the ability to understand the impact of operations on our financial results
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   Experience with financial systems, BI reporting tools, and applications such as Dynamics 365, Workday Adaptive Planning, Oracle Hyperion, NetSuite, Salesforce, CRM, Power BI, and Tableau
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  <strong>
   PAY TRANSPARENCY:
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  A reasonable estimate of the available {annual or hourly} pay scale for this position is: $95,000 per year. The actual compensation offered may vary depending on qualifications and other factors essential to the performance of duties and is determined by the hiring authority.
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  At Leapros, we are committed to our core values and guiding ethical principles, to conducting business in a non-discriminatory manner, and to operating in strict compliance with applicable federal and state laws pertaining to Equal Employment Opportunity. This commitment enhances our ability to conduct business with the highest level of integrity, solidifying our position as the most trusted workforce solutions partner. To learn more about Leapros or to speak with one of our recruitment partners, call 866-920-LEAP or visit our website at www.leapros.com.
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