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Senior Financial Analyst

POSITION SUMMARY

The Senior Financial Analyst is responsible for translating financial data into clear, actionable insights for leadership. This role will own the development of reporting outputs, executive-ready presentations that drive faster decision-making by simplifying complex financial information.

Operating in close partnership with FP&A leadership, this position places an emphasis on speed, clarity, and business impact—ensuring that financial reporting is not only accurate, but strategically relevant and immediately actionable.

DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

Prepare comprehensive monthly, quarterly, and annual financial reporting, including actuals versus budget analysis, forecasts, and trend analysis.
Analyze and report on all components of the profit and loss statement, including revenue, expenses, and margins.
Develop and maintain dashboards, key performance indicators (KPIs), and management reporting tools.
Ensure a consistently high standard of accuracy, quality, and timeliness across all financial deliverables.
Partner with internal stakeholders to explain financial results and provide clear, data-driven insights.
Support budgeting, forecasting, and ad hoc financial analysis as needed.
Identify financial risks, opportunities, and performance trends and communicate findings to FP&A leadership.

Other job duties include, but are not limited to the following:

May perform other duties as assigned.

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

Bachelor’s degree in Finance, Accounting, or a related field
4–7 years experience in FP&A, investment banking, consulting, or corporate finance
Advanced Excel including modeling, scenario analysis, data structuring required. This will be tested
Proficiency utilizing PowerPoint for presentations required
Proven ability to simplify complex data into clear insights
Strong business judgment beyond technical skill
Comfortable working in a fast-paced, evolving environment

Preferred Qualifications