Senior Financial Analyst

About the role

Specific duties and responsibilities

• Partner with departments to gather information, deliver insights, and provide strategic perspectives and actionable recommendations.
• Build financial models and sensitivity analyses for forecast revenue, costs, and profitability across scenarios and growth initiatives.
• Prepare and coordinate executive management materials to communicate company strategy and performance.
• Lead monthly rolling forecasts, quarterly outlooks, and the annual budget process.
• Analyze and communicate variances while improving forecasting methods.
• Identify and implement AI-driven improvements to work efficiency, accuracy, and scalability.

Required skills and qualifications

• Translate complex and fragmented datasets into meaningful insights and recommendations.
• Work independently in a fast-paced environment fueled by inorganic growth.
• Bachelor's degree in Finance, Accounting, Business, or a similar discipline with an analytical focus.
• At least 3 years of experience in financial modeling, planning, and decision support.
• Advanced proficiency in Microsoft Excel and high proficiency in other Microsoft applications.
• Workday Adaptive Planning (Adaptive Insights, including OfficeConnect) and NetSuite experience is strongly preferred; experience with other financial planning and ERP platforms is accepted.
• Meet strict deadlines and demonstrate attention to detail.
• Excellent written and verbal communication skills.
• Travel is under 10%.

Compensation

• Annual starting salary is $90,000–$100,000; starting pay may vary based on geography, skills, education, experience, and other qualifications.

Benefits

• Benefits, subject to eligibility, include medical, dental, and vision insurance; 401(k); life and disability insurance; 10 paid holidays; and paid time off for sick, vacation, and personal absences.
• Employees can choose among four health insurance plans, including co-pay and high-deductible plans.