Senior Financial Systems & Analytics Analyst

Senior Financial Systems & Analytics Analyst

Department: Finance / FP&A

Reports to: Head of Finance

Location: On-site (this is an in-office role; remote/hybrid is not available)

Employment Type: Full-time

About the Role

We are seeking an experienced and strategically minded Senior Financial Analyst to serve as a key partner to our Finance leadership and the broader business. In this role, you will own the company's core forecasting, budgeting, and management-reporting processes end to end, and you will set the standard for how financial analysis is produced, automated, and communicated across the organization.

This is a senior, high-visibility position for someone who has moved beyond producing analysis on request to shaping the questions the business should be asking. You should be equally credible building a sophisticated three-statement model, leveraging AI tools to produce the SQL and code behind it, and presenting the resulting recommendation to executives. You do not need to be a deep, hands-on programmer — but you do need enough technical understanding to know what to ask of these tools, direct them effectively, and confirm the results are correct. You will also help raise the technical bar of the finance team — designing automated workflows and championing the responsible use of AI.

Key ResponsibilitiesFinancial Planning & Analysis

• Own and continuously improve the company's financial models for forecasting, scenario planning, and long-range strategic planning.

• Lead the annual budgeting process and periodic reforecasts end to end, partnering directly with department heads and senior leadership.

• Drive variance analysis (actuals vs. budget vs. forecast), translating the numbers into a clear narrative and concrete recommendations.

• Define, track, and refine the KPIs and operational metrics leadership uses to run the business.

Accounting & Reporting

• Apply strong command of core accounting principles (accruals, the matching principle, debits/credits, and the interplay between the income statement, balance sheet, and cash flow statement) to ensure analysis is grounded and defensible.

• Partner with Accounting on the month-end and quarter-end close, including complex reconciliations and accruals.

• Produce executive- and board-ready reports, dashboards, and presentations, and set the quality standard for reporting across the team.

Data, Automation & Tooling

• Produce and refine SQL queries to extract and transform data from financial systems and databases — writing them directly or generating them with AI tools — with enough understanding to direct the tools and validate the output.

• Build and maintain automated reporting and data-processing workflows using VBA / Excel macros, whether written by hand or generated with AI assistance and refined to fit the need.

• Own data integrity across reporting tools and reconcile figures back to source systems.

• Champion and leverage AI tools and large language models to create SQL, code, macros, and automation — enabling fast, high-quality results without requiring deep coding expertise. The emphasis is on knowing what to ask, iterating toward the right output, and validating accuracy before relying on it.

• Use Python (directly or AI-assisted) for data analysis, automation, and ad hoc modeling. (Preferred)

• Use JavaScript / Node.js to build or support internal tools, integrations, or dashboards. (Optional / Preferred)

Business Partnering & Leadership

• Act as a trusted advisor to leaders across Operations, Sales, and the executive team, translating business questions into rigorous analysis.

• Lead analytical support for strategic initiatives, pricing decisions, and investment and ROI evaluations.

• Work closely with leadership to deliver insights, metrics, and reports in a variety of formats, giving them greater visibility into the financial and operational health of the business.

• Present findings and recommendations to senior management clearly, concisely, and persuasively, and defend assumptions under scrutiny.

Required QualificationsEducation & Experience

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Data Science, or a related field — or equivalent professional experience that demonstrates mastery of the same competencies.

• 5+ years of progressive experience in financial analysis, FP&A, accounting, or a comparable analytical role, including ownership of significant processes or deliverables.

Core Finance & Accounting

• Deep, demonstrated command of accounting fundamentals and the three core financial statements.

• Extensive hands-on experience leading forecasting and budgeting processes.

• Advanced financial modeling skills and expert proficiency in Microsoft Excel.

Technical Skills (Required)

• SQL — ability to produce queries that pull and shape data (joins, aggregations, subqueries), whether written directly or generated with AI tools, with the understanding to confirm the output is accurate.

• VBA — ability to create and maintain macros that automate Excel workflows, written by hand or generated with AI assistance and refined.

• Accounting software — confident, hands-on understanding of how to navigate, extract data from, and reconcile within accounting/ERP systems (e.g., QuickBooks, NetSuite, SAP, Oracle, Sage 300 CRE, Trimble Construction, or similar).

• AI tools — fluency in using AI and large language models to generate code and analysis, support reporting, and accelerate work, with the judgment to verify outputs and guide others on responsible use.

• Microsoft Office — strong working knowledge across the Office suite, including Excel, Word, Outlook, and PowerPoint.

Preferred / Optional Qualifications

These are not required but will strengthen an application:

• Python —for data analysis, automation, presentation.

• JavaScript and Node.js — for building or supporting internal tools, integrations, or web-based dashboards.

• Experience with BI/visualization tools (Power BI, Tableau, Looker).

• Deep or administrator-level experience with a specific ERP/accounting platform (e.g., NetSuite, SAP, QuickBooks, Sage 300 CRE, Trimble Construction).

• Experience integrating or building custom workflows on top of AI tools (e.g., prompt engineering, API-based automation).

• Prior experience leading projects or cross-functional initiatives.

• Comfort working with terminal / command-line commands for tasks such as running scripts, managing files, or interacting with tools and data pipelines.

• Experience with Microsoft Project for project scheduling, planning, and tracking.

Core Competencies

• Strategic Thinking: Connects analysis to business strategy and anticipates the questions leadership will ask.

• Leadership: Raises the bar for the team, reviews work constructively, and sets a high standard for quality.

• Teamwork & Collaboration: Works effectively across functions, shares knowledge openly, and builds trust with stakeholders.

• Deadline Management: Reliably delivers accurate work under pressure, manages competing priorities, and communicates proactively about timelines.

• Attention to Detail: Maintains a high standard of accuracy and treats data integrity as non-negotiable.

• Analytical & Critical Thinking: Breaks down complex problems, questions assumptions, and identifies the story behind the numbers.

• Communication & Influence: Explains financial concepts clearly to finance and non-finance audiences and persuades through evidence.

• Ownership & Initiative: Takes full responsibility for deliverables, drives process improvement, and operates autonomously.

What We Offer

• Competitive base salary and performance-based bonus.

• Health, dental, and vision insurance.

• Work funded Retirement plan.

• Paid time off.

• Professional development support (certifications, training, conferences).

• A collaborative team and a clear path for career growth.

Pay: $80,000.00 - $110,000.00 per year

Benefits:

• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person