Senior Financial Analyst

This role will begin working remotely and then move to a flexible hybrid model sometime in early 2026

Senior Financial Analyst

Job Title: Senior Financial Analyst

Travel: Less than 5%

Manages Others: No

Education: Bachelor's degree in Finance, Accounting, or related analytical field.

Experience:

5 years well-rounded financial analysis experience. Investment Banking, Private Equity, or Public Accounting experience a plus. High proficiency in Microsoft Excel (Sumifs, Pivot tables, Macros, Index/Match, V-Lookups, Arrays, etc), PowerPoint, and data modeling. Experience with ERP (NetSuite) or EPM (Planful) systems and an understanding of database structures is a plus. Experience with presentation tools such as LucidChart a plus.

THE OPPORTUNITY:

We are looking for a Senior Financial Analyst to join our expanding team. This is a highly visible role within our Finance organization with exposure up to the C-Suite. As a Senior Financial Analyst, you will utilize your experience to drive efficient and data driven financial planning, analysis, and reporting processes, as well as have the opportunity to own high-priority analytical deliverables across the Finance function. As we grow our business this individual should be comfortable taking on complex analyses to demonstrate the viability of both Organic (New Products, Markets, etc.) and Inorganic (M&A, Strategic partnerships, etc.) investment opportunities. A successful candidate will be confident in their ability to clearly, effectively and concisely communicate with various stakeholders through the executive level.

Responsibilities:

• Lead the design and continuous improvement of KPI dashboards and performance reporting systems across multiple business units, ensuring alignment with strategic priorities
• Develop and maintain complex financial models to support scenario planning, M&A evaluations, and capital allocation decisions
• Own deliverables underpinning the annual and quarterly planning and forecasting cycles
• Partner with department heads to synthesize budget inputs, revenue targets, and cost structures
• Prepare and present monthly and quarterly business reviews, including deep dives into segment-level performance, margin trends, and operational drivers
• Act as a strategic finance partner to senior leadership, delivering proactive analysis and recommendations that shape organizational decisions
• Lead preparation of materials for investor presentations, incorporating financial narratives and visualizations
• Oversee complex data analysis, integrating financial, operational, and external data to surface trends, risks, and opportunities

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; advanced coursework or MBA a plus
• 5 years of progressive experience in corporate finance, FP&A, strategic financial operations, or Audit
• Expert-level proficiency in Microsoft Excel (Index/Match, Arrays, Pivot Tables, advanced Macros) and PowerPoint for executive-level presentations and data modeling
• Familiarity with financial systems and EPM tools (e.g., NetSuite, Planful, Anaplan), including structuring databases, improving workflows, and driving system adoption
• Skilled in building robust three-statement models, DCF and ROI analyses, scenario modeling, and cash flow forecasting to drive business-critical decisions
• Proven track record of translating large and complex datasets into actionable insights that influence cross-functional strategy
• Strong communicator with the ability to synthesize financial narratives for senior audiences, including C-level executives and board stakeholders
• Proficiency in data visualization and storytelling with tools like ThinkCell, LucidChart, or Tableau a plus
• Demonstrated ability to lead initiatives and drive continuous improvement across finance processes
• Highly organized and detail-oriented; known for analytical rigor, intellectual curiosity, and high accountability
• Strong business acumen with the confidence to challenge assumptions and advocate for data-driven solutions