Position OverviewThe Senior Financial Analyst serves as a key contributor within the finance organization, responsible for delivering advanced financial analysis, forecasting, and strategic insights to support data-driven decision making across the business. Reporting to the Director of Finance, this role partners closely with cross-functional teams - including operations, accounting, and executive leadership - to provide financial visibility, optimize performance, and support corporate initiatives. The Senior Financial Analyst plays a critical role in budgeting, forecasting, variance analysis, financial modeling, and identifying opportunities to improve profitability and operational efficiency in a dynamic, growth-oriented environment.
Essential Functions (Other Duties as Assigned)- Lead the development, coordination, and analysis of annual budgets, quarterly forecasts, and long-range financial plans
- Perform detailed financial analysis, including variance analysis, trend analysis, and scenario modeling to support strategic initiatives
- Build, maintain, and enhance complex financial models to evaluate business performance, investment opportunities and operational improvements
- Provide actionable insights and recommendations to senior leadership through clear and concise financial reporting and presentations
- Partner with operations, accounting, and other departments to ensure alignment of financial goals and accurate reporting of key performance indicators (KPIs)
- Analyze revenue, expenses, and profitability drivers across multiple business units or locations
- Support M&A activity, capital investment analysis, and other strategic projects as needed
- Assist in developing dashboards, management reports, and tools to improve financial transparency and decision-making
- Ensure accuracy and integrity of financial data, collaborating with accounting during month-end close processes
- Monitor industry trends, economic conditions, and competitive benchmarks to inform financial planning and strategy
- Mentor junior analysts, providing guidance on best practices in financial analysis and modeling
Education and Experience- Bachelor's degree in finance, accounting, economics, or a related field required; MBA or CPA/CFA designation preferred
- Minimum of 5 years of progressive experience in financial analysis, corporate finance, or a related field
- Advanced proficiency in Microsoft Excel, including financial modeling and data analysis tools
- Experience with financial planning systems and ERP systems preferred
- Strong understanding of GAAP, financial statements, and corporate finance principles
- Experience in multi-location, high-growth, or private equity backed environment is a plus
Knowledge, Skills, and Abilities- Deep understanding of financial analysis techniques, budgeting, forecasting, and reporting processes
- Familiarity with business performance metrics, operational finance, and profitability analysis
- Knowledge of M&A financial assessments and capital planning is a plus
- Exceptional analytical and problem-solving skills with strong attention to detail
- Excellent written and verbal communication skills, including the ability to present complex financial information to non-financial stakeholders
- Strong organizational and project management skills with the ability to manage multiple priorities
- Advanced Excel and financial modeling capabilities; proficiency in PowerPoint for executive presentations
- Ability to think strategically while maintaining a hands-on approach to financial analysis
- Ability to synthesize large datasets into meaningful insights and recommendations
- Ability to work independently and collaboratively in a fast-paced, dynamic environment
- Ability to meet tight deadlines and adapt to changing business needs
Physical Requirements:- Prolonged periods of sitting and working on a computer in a quiet office environment
- Ability to travel occasionally to multi-site operations, investor meetings, or financial institutions as needed, travel up to 10%
- Regularly required to communicate effectively in both written and verbal forms
This job description in no way states or implies that these are the only duties to be performed by the employee(s) in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. The requirements listed in this document are the minimum levels of knowledge, skills, and abilities.
