Job SummaryThe Senior Financial Analyst is responsible for providing advanced financial planning, analysis, modeling, and reporting support to help leadership understand performance, evaluate risks and opportunities, and make data-driven decisions. This role supports budgeting, forecasting, management reporting, variance analysis, department manager partnership, and strategic financial modeling. The position is expected to be a strong individual contributor who can own complex analyses, support special projects and due diligence, and help improve FP&A processes as the company expands its planning and reporting capabilities in OneStream. The Senior Financial Analyst will partner with the FP&A Manager, Finance leadership, Accounting, Operations, HR, Sales, IT, and other cross-functional stakeholders.
Responsibilities and DutiesEssential Functions:
- Support the recurring FP&A cadence, including monthly financial reporting, variance analysis, recurring forecasts, annual budgeting, and long-range planning.
- Compile, consolidate, and analyze financial and operational data for forecasts, budgets, long-range plans, management reporting, and strategic decision support.
- Perform detailed variance analysis of actual results against budget, forecast, and prior periods, identifying root causes, risks, opportunities, and recommended actions.
- Build and maintain financial models for scenario analysis, cash flow forecasting, investment evaluation, acquisition or diligence support, forecast sensitivity analysis, and special projects.
- Prepare concise, executive-ready materials, dashboards, and presentations that communicate financial results, business drivers, trends, and recommendations.
- Partner with department managers and functional leaders to gather forecast inputs, review material variances, assess assumptions, and improve forecast accuracy.
- Support revenue, margin, backlog, labor, SG&A, capital expenditure, balance sheet, and cash flow analyses at the appropriate summary level, while coordinating with Accounting, Project Controls, and Operations as needed.
- Assist with OneStream planning and reporting activities, including report design, data validation, planning forms, workflow testing, documentation, and user support.
- Identify opportunities to improve reporting, forecasting, automation, data accuracy, documentation, and process efficiency.
- Collaborate with FP&A team members to cross-train, document recurring processes, and maintain consistent standards for analytical quality and timeliness.
- Communicate effectively with all levels of management to support analysis, issue resolution, information requests, and decision-making.
- Perform additional responsibilities, recurring analyses, and special projects as assigned.
Qualifications and KSAs
Education:
- Bachelor's degree in Finance, Accounting, Business, or related field
Experience: - CPA, CFA, CMA, or FPAC designation preferred but not required
Knowledge, Skills, and Abilities:
- Minimum of 4-6 years of progressive experience in FP&A, corporate finance, business finance, financial analysis, or accounting with significant planning and analysis exposure.
- Demonstrated ability to extract, analyze, interpret, and synthesize complex financial data into clear insights and concise reporting.
- Strong financial modeling, forecasting, budgeting, variance analysis, and business case analysis experience required.
- Experience supporting special projects, capital planning, strategic initiatives, M&A, acquisition diligence, or integration analysis preferred.
- Prior experience in construction, infrastructure, manufacturing, utilities, project-based, or PE-backed environments strongly preferred.
- Advanced Excel required; experience with Power BI, SQL, ERP systems, and financial reporting/planning platforms preferred.
- OneStream experience is preferred but not required; experience with comparable tools such as Oracle EPM, Hyperion, Anaplan, Adaptive Planning, Planful, Vena, or similar platforms is also valuable.
- Working knowledge of GAAP and financial statement relationships preferred.
Certifications/Licenses: - Advanced Excel and financial modeling skills, including scenario modeling, sensitivity analysis, complex formulas, pivots, and model documentation.
- Strong analytical and problem-solving skills with the ability to connect financial results to operational drivers and business actions.
- Ability to communicate complex financial information clearly and concisely to financial and non-financial stakeholders.
- Strong attention to detail, data integrity, quality control, and thoughtful review of analytical outputs.
- Ability to independently manage multiple priorities, meet deadlines, and produce high-quality work with limited supervision.
- Collaborative mindset with the ability to build productive relationships with department managers, Accounting, Operations, HR, Sales, IT, and Finance leadership.
- High curiosity and continuous-improvement mindset, with interest in automation, standardized reporting, and scalable FP&A processes.
- Ability to support system-enabled planning and reporting transformation, including requirements gathering, user acceptance testing, documentation, and training support.
- Professional judgment and discretion when handling sensitive and confidential information.
- Commitment to upholding high standards of business conduct and maintaining a positive, professional attitude.
Working Conditions - Mental Demands / Physical Demands / Environmental Factors
- Tools/Equipment Used: Standard office equipment, including computers, peripherals, and telecommunication devices.
- Posture: Primarily sitting, with occasional standing and walking. Ergonomic setup is encouraged to reduce strain.
- Motion: Frequent use of hands and fingers for typing and handling office equipment.
- Lifting: Regular light lifting and carrying (less than 15 pounds), such as laptops and documents.
- Environment: Primarily indoor, climate-controlled office environment. For remote or hybrid roles, maintaining a suitable home office environment is expected.
- Travel Requirements: Minimal travel required.
- Mental Demands: Ability to manage multiple projects, deadlines, and responsibilities simultaneously, often in a fast-paced environment. Ability to maintain composure and productivity under pressure. High levels of concentration and attention to detail are required.
Please note that this job description is not intended to be a comprehensive listing of all activities, duties, and responsibilities required of the employee in this role. Duties, responsibilities, and activities may change at any time, with or without notice.
If you have a question, or need an accommodation as part of the employment process, please contact Human Resources at [redacted]
