Senior Financial Analyst

Transflo is seeking an experienced Financial Analyst or Senior Financial Analyst to join our FP&A team. This role is critical in driving strategic decision-making through advanced financial modeling, forecasting, and insightful analysis. You will partner with leadership to optimize financial performance and support long-term planning.

Key Responsibilities

• Develop and maintain complex financial models to support forecasting, budgeting, and strategic planning.

• Own liquidity forecasting and debt covenant analysis, including monitor-ing leverage ratios and covenant compliance.

• Prepare and analyze monthly, quarterly, and annual financial statements (Income Statement, Balance Sheet, Cash Flow).

• Conduct variance analysis and provide actionable insights to senior management.

• Collaborate with business units to align financial goals and gather accurate data.

• Support annual budget and monthly forecast processes, including cause-of-change explanations.

• Monitor KPIs and business metrics; identify trends, risks, and opportunities.

• Prepare executive-level reports and presentations for senior leadership and board meetings.

• Participate in process improvement initiatives and special projects/ad hoc requests.

Required Skills & Qualifications

• Technical Expertise:

o Advanced Excel and financial modeling skills.

o Strong knowledge of GAAP, financial statements, and corporate fi-nance principles

o Experience with Planful and NetSuite for financial planning and ERP processes.

o Expertise in cash flow forecasting and liquidity management.

o Familiarity with BI tools and financial planning software.

• Leadership & Strategy:

o Ability to influence stakeholders and drive strategic initiatives.

o Strong business acumen with a focus on process improvement.

o Excellent analytical, communication, and presentation skills.

o Proven ability to manage multiple priorities and deliver high-quality work under tight deadlines.

• Education & Experience:

o Experience with SaaS and/or subscription-based business models.

o Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).

o 5+ years of experience in FP&A or related financial analysis roles.

Preferred Skills

• Experience with advanced analytics tools (Power BI, Tableau).

• Knowledge of SQL or other data query languages.

• Familiarity with treasury operations and capital structure planning.

• Ability to lead cross-functional projects and mentor junior analysts.

• Experience with an exit or liquidity event, including financial modeling and scenario planning for M&A or IPO processes.