Senior Financial Analyst - FP&A & Data Strategy

About the position

The Senior Financial Analyst serves as a business partner to senior leadership with a focus on Corporate Financial Planning & Analysis (FP&A). The Senior Financial Analyst will be pivotal in the preparation and analysis of management reporting including budget, financial statement projections, as well as ad hoc support in planning and executing strategic initiatives of the business. The Senior Financial Analyst performs complex operational, financial, and data analysis on multiple business units to support business initiatives. Work location: This position is remote for candidates based in the US only. Work arrangement: Remote. Specific needs: Strong background in corporate finance, excellent financial modeling and Excel skills, effective communicator and influencer and ability to work cross-functionally.

Responsibilities

• Lead and execute financial planning processes including the annual budgeting process, quarterly forecasts, and long-term financial planning.
• Prepare quantitative and qualitative analyses based on review of monthly financial results against budget, forecast, and prior year.
• Serve as strategic partner to senior leaders translating business problems into more specific questions that can be answered through analytics to aid in the achievement of targeted results.
• Build financial and operating models to solve complex problems by providing data-driven insights and advice to inform strategic decisions.
• Prepare and present actionable recommendations from analysis in a clear and compelling format.
• Continually improve financial processes, reporting tools, and systems for enhanced efficiency, accuracy, and strategic decision-making.
• Develop and maintain complex financial models to measure performance of client accounts across product offerings, inform on opportunities for further growth, and identify risk to achievement of targets.
• Partner with stakeholders to understand operational drivers, translating them into financial impact to maintain the forecast and manage the spend within their respective cost centers.
• Identify areas for improvement in profitability and hold operational leadership accountable to results.
• Collaborate with finance team members to ensure that forecasting and budgeting for client accounts is reflective of company initiatives being pursued.
• Create simplified, consistent, and actionable solutions to abstract ideas balancing big picture thinking with acute attention to detail.
• Provide in-depth analysis of financial performance, identifying trends, variances, and key performance indicators, and offer actionable insights to senior leadership to optimize performance of client accounts.
• Demonstrate the ability to work in a fast-paced environment, meet time-sensitive deadlines, and work well through ambiguity and complexity.

Requirements

• Bachelor’s degree in Accounting, Finance or Business Administration is required.
• CPA (or equivalent) designation preferred.
• 4-6 years of experience in Public Accounting/Consulting or similar Analyst role in a large, complex organization.
• Strong background in corporate finance.
• Excellent financial modeling and Excel skills.
• Effective communicator and influencer.
• Ability to work cross-functionally.

Nice-to-haves

• Master's degree in Accounting, Finance, or Business Administration preferred.