Senior Financial Analyst

POSITION OVERVIEW

We’re hiring a Senior Financial Analyst to help drive financial reporting, forecasting, and performance insights in a private equity-backed, growth-focused business. This high-impact role partners closely with Accounting, Finance, Sales, and Operations to create visibility into results and enable faster, data-driven decisions.

In this role, you’ll support monthly reporting and close activities, build and maintain forecasts, and translate complex data into clear, actionable recommendations.

KEY RESPONSIBILITIES

• Cash & Treasury Management: Support daily cash positioning and bank activity; maintain a rolling 13-week cash flow forecast to strengthen liquidity visibility and planning.
• Financial Reporting & Close: Partner with Accounting to support month-end close activities (fixed assets, depreciation, and key reconciliations) and help ensure timely, accurate financial statements.
• Operational & Labor Analytics: Lead labor cost (RTL) reporting, forecasting, and variance/post-mortem analysis; partner with Operations to improve productivity, efficiency, and margins.
• Revenue & Sales Insights: Produce revenue and sales performance reporting; collaborate with Sales on pricing analysis, pipeline/volume trends, and growth opportunities.
• KPI Development: Support the development, tracking, and communication of cross-functional KPIs across financial, operational, HR, and inventory metrics.
• Cost Optimization: Analyze G/L expenses and identify cost drivers; help lead initiatives that improve cost structure and overall profitability.
• Profitability Analysis: Analyze profitability by segment, customer, and job to surface margin trends and recommend improvement opportunities.
• Budgeting & Forecasting: Support the annual operating plan and ongoing forecasting cadence; help improve accuracy through driver-based assumptions and variance insights.
• Cross-Functional Initiatives: Contribute to ad hoc analyses and strategic projects across Finance, Sales, and Operations to support growth and operational improvements.

QUALIFICATIONS

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (CPA, MBA, or CFA a plus).
• 5+ years of experience in finance or accounting, with strong analytical and financial modeling skills.
• Experience working within a fast-paced environment with ever-changing priorities.
• Advanced Excel required; Power BI is a plus.
• Excellent communication skills including experience with presentations.

Please apply for immediate consideration!