Senior Financial Analyst, Corporate FP&A

$75,000 - $110,000/Yr

D.A. Davidson Companies - Denver, CO

Full-time - Mid Level

Denver, CO

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Senior Financial Analyst in Corporate FP&A will support the organization by providing insight-driven reporting, forecasting, and budgeting. This role is crucial for guiding sound financial decision-making and requires strong corporate finance knowledge, excellent communication skills, and a high attention to detail. The ideal candidate will be proactive and able to interact effectively with business partners at all levels.

Responsibilities

• Support the business through budgeting, forecasting, and related insight-driven reporting.
• Identify areas of improvement and propose logical solutions.
• Keep the organization informed of industry trends and peer performance.
• Compile industry and census-related surveys.
• Develop, validate, and explain financial trends, variances, and performance with effective commentary.
• Generate monthly reporting packages for executive and senior management.
• Perform other duties, projects, and ad hoc analysis as necessary.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field preferred.
• 3-5 years of finance-related experience, preferably in the Financial Services Industry.
• Excellent interpersonal skills with a proven ability to establish successful cross-departmental relationships.
• Strong project management skills with experience leading team initiatives.
• Ability to work independently and manage ambiguity in a fast-paced environment.
• Ability to deliver accurate, informative, and timely reporting and analysis.
• Intermediate to advanced forecasting, modeling, and data analysis skills.
• Proficient in MS Office with advanced Microsoft Excel skills, including pivot tables and advanced formulas.
• Experience with Finance and Business Intelligence tools such as BI360, Great Plains, Workday, PowerBI, and Tableau.

Nice-to-haves

• Strong business writing skills.
• Highly motivated, proactive, and a problem solver.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee stock ownership plan
• Health insurance
• Paid holidays
• Parental leave
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto, and recreational vehicles
• Charitable gift-matching program
• Generous sick, vacation, and maternity/parental leave