Role Overview
The Senior Financial Operations Analyst will be Finance’s strategic voice on clients and industries, analyzing financial health, industry trends, and client terms to provide clear recommendations for leadership. The role combines big-picture analysis with evaluating client terms and feeds insights into cash flow outlook.
What You Will Do
The Senior Financial Operations Analyst will analyze client portfolio and financial health, build a portfolio-level view of client financial health, assess concentration risk, and deliver regular client portfolio reviews to leadership. They will also monitor trends, translate market developments into implications for clients, and produce concise industry briefings.
Why It Might Be a Fit
The Senior Financial Operations Analyst will help leadership anticipate client and market shifts, shape strategic and account planning decisions, and provide insights to inform leadership decisions.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 4–7 years of experience in financial analysis, corporate finance, FP&A, equity or industry research, consulting, or similar
- Strong ability to analyze financial statements and assess a company’s financial condition and strategic position
- Experience researching industries and markets and drawing business conclusions from them
- Advanced Excel and financial modeling skills, including scenario and sensitivity analysis
- Excellent written and verbal communication, with the ability to deliver a clear, concise point of view to senior leaders
Benefits
- Competitive Benefits Package
- Investment in your Community and Personal Development
- 4 hours of community service time per month
- 4 hours of personal development time per month
To apply for this job please visit jobs.workable.com.

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