Senior Financial Analyst

Overview

Job Title: Senior Financial Analyst

Location: Sacramento or Walnut Creek, CA (hybrid)

Position Overview:

As a Senior Financial Analyst, you will play a vital role in ensuring the financial success and strategic growth of our organization. Your expertise in financial analysis, budgeting, and strategic planning will be instrumental in driving profitability, optimizing resource allocation, and supporting decision-making processes. Reporting to the Director of Financial Planning and Analysis (FP&A), you will collaborate closely with the firm’s finance/accounting teams, operations department heads, and senior leadership to provide actionable insights and recommendations.

Responsibilities:

• Conduct comprehensive financial analysis of engagement performance and revenue streams to identify trends, risks, and opportunities.
• Analyze key performance indicators (KPIs) such as billable hours, utilization rates, and engagement margins to assess operational efficiency and profitability.
• Develop financial models and forecasts to support project planning, resource allocation, and budgeting processes.

• Assist in the development of annual budgets and mid- to long-term financial plans for business units and internal operations
• Collaborate with service line leaders and department heads to establish operating budgets, monitor spending, and track against financial targets.
• Provide insights and recommendations to optimize resource allocation, staffing levels, and project profitability.

• Prepare regular financial reports and presentations for senior management, board meetings, and other stakeholders.
• Communicate financial insights and performance metrics in a clear and concise manner, highlighting key drivers and areas for improvement.
• Collaborate with cross-functional teams to gather relevant data, ensure accuracy of financial reporting, and facilitate decision-making processes.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field; Master's degree or professional certification (e.g., CFA, CPA) preferred.
• 7 years of experience as a financial analyst or consultant, preferably in a professional services firm, with a focus on financial planning and analysis (FP&A).
• Strong understanding of professional services industry dynamics, including project-based revenue recognition, pricing strategies, and resource management.
• Advanced proficiency in financial modeling, data analysis tools (e.g., Excel, Tableau), and enterprise resource planning (ERP) systems; experience with Workday Adaptive Planning is a plus.
• General understanding of GAAP accounting.
• Excellent communication and presentation skills, with the ability to convey complex financial concepts to diverse audiences.
• Strategic mindset with the ability to think analytically, identify opportunities, and develop actionable recommendations.
• Strong attention to detail, organizational skills, and ability to manage multiple priorities in a fast-paced environment.
• Collaborative team player with the ability to build relationships and influence stakeholders at all levels of the organization.

Salary:  $85,000-$115,000

Salary : $85,000 - $115,000