Job Description
The Sr. Financial Analyst is a senior individual contributor responsible for leading complex financial analysis, forecasting, and strategic planning initiatives. This role partners closely with business leaders to provide actionable insights, support decision-making, and drive financial performance across the organization.
Key Responsibilities
Financial Planning & Analysis
Lead budgeting, forecasting, and long-range financial planning processes
Analyze financial performance and identify trends, risks, and opportunities
Develop financial models to support strategic initiatives and business cases
Provide variance analysis against budgets, forecasts, and prior periods
Business Partnership
Partner with cross-functional leaders (e.g., Operations, Engineering, Sales, HR) to support business decisions
Deliver clear and actionable insights to senior leadership
Provide financial guidance on cost management, investments, and resource allocation
Reporting & Analytics
Prepare executive-level financial reports, dashboards, and presentations
Develop KPIs and metrics to monitor business performance
Automate and improve reporting processes using tools such as Excel, Power BI, or similar
Strategic Analysis
Evaluate new business opportunities, capital investments, and operational initiatives
Conduct scenario planning and sensitivity analysis
Support mergers, acquisitions, or large-scale transformation projects (if applicable)
Process Improvement
Identify opportunities to improve financial processes, models, and systems
Drive standardization and best practices across FP&A activities
Enhance data accuracy and reporting efficiency
Qualifications
Required:
Bachelor's degree in Finance, Accounting, Economics, or related field
7-10+ years of experience in financial analysis, FP&A, or corporate finance
Advanced financial modeling and analytical skills
Strong proficiency in Excel and financial systems
Preferred:
MBA or Master's degree in Finance or related field
Experience with ERP systems (e.g., SAP, Oracle)
Experience with business intelligence tools (e.g., Power BI, Tableau)
CFA or CPA certification (or progress toward certification)
Skills & Competencies
Advanced analytical and financial modeling abilities
Strong business acumen and strategic thinking
Ability to synthesize complex data into clear insights
Excellent communication and presentation skills
Executive-level stakeholder engagement
High attention to detail and accuracy
Ability to manage multiple priorities in a fast-paced environment
