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Senior Financial Analyst

KBW Financial Staffing & Recruiting
Boston, MA Full Time
POSTED ON 8/5/2025 CLOSED ON 9/5/2025

What are the responsibilities and job description for the Senior Financial Analyst position at KBW Financial Staffing & Recruiting?

A prominent entertainment and services organization located in Boston, MA is seeking a Senior Financial Analyst to join its Financial Planning & Analysis team. The incoming Senior Financial Analyst will play a key role in the organization’s annual planning, budgeting, and forecasting processes, leveraging Adaptive Insights and collaborating across departments. This position will report to the Director of FP&A and will require three days in office per week.

Key Responsibilities

  • Support the organization’s annual operating budget process, working closely with department leaders to develop accurate and timely financial plans.
  • Drive monthly and quarterly forecasting cycles by analyzing financial performance, identifying trends, and developing actionable insights.
  • Prepare and present regular variance analyses and ad hoc financial reports to senior leadership.
  • Maintain and enhance financial models within Workday Adaptive Planning (Adaptive Insights).
  • Collaborate with the accounting team to ensure accurate financial reporting and integration of actuals into planning systems.
  • Partner cross-functionally with program and operational teams to support data-driven decision-making.
  • Assist with scenario modeling, long-range planning, and special projects as needed.

Qualifications

  • Bachelor’s degree in Finance, Accounting, Business, or related field.
  • 3–6 years of progressive experience in financial analysis, budgeting, or FP&A roles.
  • Proficiency with Workday Adaptive Planning (Adaptive Insights) is required.
  • Strong Excel and data analysis skills; experience with large-scale financial systems is a plus.
  • Excellent communication and interpersonal skills, with the ability to translate financial data into clear, actionable insights.
  • Experience working in or with nonprofit organizations is a plus but not required.

For immediate consideration, please submit a copy of your resume to cgrassi@kbwfinancial.com

*MONKBW*

Financial Analyst/Senior Financial Analyst
Enanta Pharmaceuticals -
Watertown, MA

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