This position requires office presence of a minimum of 5 days per week and is only located in the location(s) posted. No relocation is offered.

About the Role

We are seeking a highly analytical and innovative Principal-Financial Analysis to support a growing organization focused on driving profitability, improving financial performance, and enabling data-driven business decisions. This role is ideal for a finance professional who enjoys solving complex business problems, building new analytical capabilities from the ground up, and leveraging automation and AI to transform financial processes.

As a trusted advisor to senior leadership and key business partners, you will proactively engage stakeholders to understand business priorities, identify opportunities to improve margins and revenue realization, develop forecasting models, and deliver actionable financial insights that guide strategic decision-

making.

Key Responsibilities:

• Lead complex financial analyses focused on profitability, expense management, revenue performance, and business growth.

• Identify margin improvement opportunities by analyzing revenue and cost relationships, profitability trends, and operational performance drivers.

• Build and enhance financial models, forecasting tools, dashboards, and reporting solutions that provide actionable business insights.

• Develop new analytical frameworks, controls, and processes in environments where limited structure exists today.

• Build strong relationships with Sales, Operations, Accounting, and Finance leaders to proactively identify business risks and opportunities, improve revenue realization, and drive accountability for financial performance.

• Proactively engage business leaders to evaluate financial performance, challenge assumptions, and provide data-driven recommendations regarding risks, opportunities, and strategic actions.

• Utilize AI, automation, and advanced analytics to streamline processes, improve accuracy, and reduce manual effort.

• Serve as a strategic business partner who influences leadership decisions through financial expertise, executive communication, proactive stakeholder engagement, and data-driven storytelling.

• Serve as a subject matter expert and mentor for complex financial and business challenges.

• Develop a deep understanding of stakeholder objectives and business strategies to anticipate financial impacts, influence decision-making, and align financial priorities with operational goals.

• Demonstrates a strong understanding of balance sheet accounting, including the financial statement impacts of accruals, deferrals, reserves, and other timing-related transactions.

Required Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.

• 7+ years of experience in financial analysis, FP&A, accounting, corporate finance, profitability analysis, or related disciplines.

• Strong financial modeling, forecasting, and analytical skills.

• Experience translating complex financial data into actionable business recommendations.

• Advanced proficiency with Excel and financial reporting tools.

• Demonstrated ability to build trusted relationships, proactively influence stakeholders, drive alignment across organizations, and lead through influence rather than authority.

• Strong communication and presentation skills with executive audiences.

Preferred Qualifications:

• MBA, CPA, CMA, or other advanced business/finance credential.

• Experience with AI-enabled finance tools, business intelligence platforms, and process automation technologies.

• Experience building reporting, forecasting, and analytical solutions from the ground up.

• Knowledge of revenue recognition, profitability management, and operational finance.

What Makes This Role Unique

This is not a traditional finance role. Beyond analysis and reporting, this position serves as a strategic advisor to business leaders, helping shape decisions, drive accountability, and proactively identify opportunities to improve financial and operational performance.

You'll thrive in this role if you enjoy:

• Solving ambiguous business problems

• Building new processes and tools from scratch

• Driving automation and innovation

• Identifying hidden profitability opportunities

• Influencing leaders through data-driven insights

• Working at the intersection of finance, technology, and strategy

Joining our team comes with amazing perks and benefits:

• Medical/Dental/Vision coverage
• 401(k) plan
• Tuition reimbursement program
• Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)
• Paid Parental Leave
• Paid Caregiver Leave
• Additional sick leave beyond what state and local law require may be available but is unprotected
• Adoption Reimbursement
• Disability Benefits (short term and long term)
• Life and Accidental Death Insurance
• Supplemental benefit programs: critical illness/accident hospital indemnity/group legal
• Employee Assistance Programs (EAP)
• Extensive employee wellness programs
• Employee discounts up to 50% off on eligible AT&T mobility plans and accessories, AT&T internet (and fiber where available) and AT&T phone

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