Sr Financial Analyst

About the position

The Sr. Financial Analyst will be responsible for budgeting, financial analysis, and reporting to support the company's financial planning and decision-making. This role requires strong business acumen, communication skills, and collaboration with multiple departments to drive financial efficiency and profitability. The Sr. Financial Analyst will prepare and analyze monthly and annual budgets, identify trends, provide cost analysis, and develop scalable financial processes that enhance decision-making and strategic planning.

Responsibilities

• Prepare and analyze monthly budgets to maintain expenditure controls and track financial performance against forecasts.
• Provide cost analysis, identify trends, and recommend strategies to optimize spending and improve profitability.
• Analyze budget trends, create financial forecasts, and summarize findings to support decision making.
• Develop and implement new financial processes to ensure scalability, accuracy, and reliability in reporting and analysis.
• Summarize and track budgets to recommend approval or disapproval of expenditures.
• Effectively communicate FP&A perspectives to decision makers by using visuals and story-telling techniques.
• Build strong relationships with business unit leaders to understand operational needs and provide financial support.

Requirements

• Knowledge of financial planning, budgeting, and forecasting processes
• Understanding of US GAAP and financial statements required
• Excellent communication and presentation skills to effectively convey financial insights, analysis and recommendations to decision makers.
• Ability to 'tell the story' behind financial data as it relates to the business.
• Continuous learner with a growth mindset, eager to improve processes and adopt new technologies
• Innovative thinker who proactively seeks efficiency improvements and automation opportunities
• Strong attention to detail and ability to manage multiple projects and deadlines
• Advanced proficiency with Microsoft Excel (pivot tables, macros, etc.) and Power Point
• Experience with accounting software and ERP systems (e.g., Oracle, NetSuite, SAP, or similar platforms).
• Experience with Oracle, OneStream, and Tableau preferred