Senior Financial Analyst, FP&A

Role Overview

The Senior Financial Analyst, FP&A will join the Finance team and report directly to the CFO. The ideal candidate will have experience building forecasts and financial models, analyzing business performance, and identifying risks and opportunities. They will understand the economics of a professional-services business and be able to independently build forecasts and financial models.

What You Will Do

The Senior Financial Analyst will lead key components of annual budgeting, forecasting, and long-range financial planning. They will own and enhance financial models, analyze actual results against budget and forecast, and recommend actions.

Why It Might Be a Fit

The successful Senior Financial Analyst will quickly become capable of independently owning assigned forecasts, analysis, and management reporting. They will identify material risks and opportunities before they become obvious in reported results and develop actionable recommendations for the CFO and business leaders.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics or a related financial discipline.
• 5+ years of progressive FP&A or financial analysis experience, including hands-on responsibility for budgeting, forecasting, and financial modeling.
• Demonstrated ability to independently build and maintain financial models.
• Strong financial statement, KPI, and variance-analysis skills.
• Advanced Microsoft Excel skills and experience working with large datasets.
• Experience preparing management-level financial reporting and presenting findings to business leaders.
• Ability to move beyond reporting results to identify why performance changed, what is likely to happen next, and what actions should be considered.
• Strong communication, business judgment, organization, and problem-solving skills.

Tagged as: Excel, Financial Modeling, Forecasting