Senior Financial Analyst

Our client, a well-established and growing company, is seeking a detail-oriented Senior Financial Analyst to join their finance team. This individual will analyze financial performance, develop budgets and forecasts, prepare reporting packages, and identify opportunities to improve profitability and operational efficiency. The Senior Financial Analyst will work closely with business owners and leadership teams, translating complex financial information into clear insights and practical recommendations. This is an excellent opportunity for a finance professional who enjoys combining detailed financial analysis with strategic business support.

Responsibilities:

• Analyze income statements, balance sheets, cash flow statements, budgets, forecasts, and charts of accounts
• Develop financial models to evaluate revenue, gross margins, expenses, labor costs, cash position, and profitability
• Prepare monthly financial reporting packages, activity reports, and forward-looking forecasts
• Support quarterly and annual budgeting, revenue forecasting, and financial review processes
• Compare actual results against budgets and forecasts, investigate variances, and communicate key findings
• Evaluate profitability by product, service, department, or revenue stream
• Identify financial risks, performance gaps, and opportunities for operational improvement
• Provide recommendations related to expense management, personnel costs, marketing investments, and owner distributions
• Assist with the development of corporate, departmental, and employee performance indicators
• Support the creation of compensation plans and performance-based incentive models
• Collaborate with business owners and leadership teams to establish short- and long-term financial goals
• Prepare presentations that communicate financial trends, recommendations, and business performance
• Help strengthen financial processes, reporting procedures, systems, and internal controls
• Maintain accurate records of financial reviews, recommendations, deliverables, and progress

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field, or an equivalent combination of education and professional experience
• At least five years of experience in financial analysis, accounting, FP&A, or a related finance function
• Strong knowledge of budgeting, forecasting, financial modeling, and management reporting
• Ability to analyze P&L statements, balance sheets, cash flow statements, margins, revenue trends, and labor costs
• Understanding of month-end closing processes and financial controls
• Knowledge of cash-basis and accrual-basis accounting concepts
• Experience conducting budget-to-actual and forecast-to-actual variance analysis
• Experience developing KPIs, dashboards, or performance-based incentive models
• Intermediate to advanced Microsoft Excel skills, including financial formulas, data analysis, and model development
• Strong analytical, presentation, and communication skills
• Ability to translate financial data into clear and actionable recommendations

Tagged as: Compensation Design, Data Analysis, Excel, Financial Modeling, Forecasting