Senior Strategic Financial Analyst

Job Responsibilities 

• Own the development and maintenance of short and long-term cash flow forecasts, balance sheet forecasts, integrated financial models, and driver-based planning within the firm's CPM platform (Pigment) to support budgeting, forecasting, and strategic decision-making. 
• Serve as a subject matter expert on the relationships between the income statement, balance sheet, and cash flow statement, providing insights into revenue, profitability, liquidity, working capital, and cash generation. 
• Partner closely with Accounting to understand actual cash flow and balance sheet results and forecast implications, ensuring alignment between financial reporting and planning activities. 

• Lead M&A budget development in coordination with FP&A and business leaders; partner with Corporate Development to establish financial planning assumptions, assess key financial and operational metrics, and support post-acquisition performance analysis and long-term growth objectives. 

• Develop and maintain standardized, scalable financial processes, and reporting for core areas of responsibility, including KPIs, and performance metrics, while reducing manual effort and ensuring the highest levels of accuracy. 

• Use analytics, AI, and business intelligence tools to mine large financial and operational datasets, create repeatable analytical frameworks, and identify actionable insights that support business performance and decision-making. 

• Independently structure and lead complex analyses, business cases, scenario analyses, and special projects; synthesize incomplete, ambiguous, or cross-functional inputs into clear points of view, decision-ready recommendations, and concise executive-level presentations. 

Requirements 

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

• Minimum of three years of progressive experience in FP&A, Corporate Finance, Accounting, Transaction Advisory, Financial Analytics, or related finance functions. 

• Expert understanding of financial statements and their interrelationships. 
• Corporate Financing/M&A financial experience a plus.
• Reasonably fluent in accounting, though CPA not required.

• Demonstrated experience preparing and managing: Cash flow forecasts, balance sheet forecasts, financial models, scenario analyses, working capital analyses 
• Advanced Microsoft Excel skills and financial modeling capabilities. 

• Strong attention to detail with a commitment to accuracy and quality. 

• Excellent verbal, written, and presentation communication skills. 

• Demonstrated ownership of complex, cross-functional financial analyses and initiatives, including the ability to define the approach, coordinate stakeholders, manage competing priorities, and drive work independently from problem definition through executive recommendation. 

• Passion for process improvement, standardization, and automation. 

• Experience within a professional services, consulting, or accounting firm environment. 

• Transaction advisory, corporate development finance, or strategic FP&A experience supporting M&A transactions, financial due diligence, acquisition modeling, or post-acquisition integration and performance analysis. 

• Experience building scalable reporting and analytics solutions. 

• Familiarity with Power BI, DAX, SQL, Power Query, or similar data analytics tools.

• Experience utilizing AI tools for deep analysis and to improve finance processes, reporting, forecasting, or analytical workflows. 

• Experience with financial planning and forecasting platforms such as Pigment, Adaptive Planning, Anaplan, or similar solutions. 

• CPA, CFA, or MBA designation preferred. 

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