POSITION SUMMARY
The Senior Financial Analyst – Strategic Accounts partners with field leadership to drive profitable revenue growth through advanced financial analysis and strategic consultation. This role provides actionable insights, supports end-to-end commercial processes, and helps leaders understand and improve financial performance across assigned Strategic Accounts.
PRIMARY OBJECTIVES AND RESPONSIBILITIES
- Develop, enhance, and maintain financial reporting and dashboards to deliver meaningful business insights for Strategic Accounts
- Partner with field leaders to support revenue forecasting, margin optimization, and customer growth strategies
- Manage the full commercial lifecycle from contract execution through billing, ensuring accurate setup, timely invoicing, and contract compliance
- Analyze customer-level financial performance, including revenue, margin, pricing, and profitability trends
- Collaborate cross-functionally with Finance, Sales, Marketing, and Operations on pricing, profitability, and strategic initiatives
- Identify, investigate, and resolve billing or financial issues to support accurate financial operations and a positive customer experience
- Support training, onboarding, and knowledge transfer for team members as needed
QUALIFICATIONS
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- Four (4) or more years of progressive finance or financial analysis experience
- Experience supporting commercial, sales, or customer-facing organizations
- Proficiency with financial reporting, forecasting, and analysis
- Ability to work effectively in a fast-paced, deadline-driven environment
KNOWLEDGE, SKILLS, AND ABILITIES
- Strong analytical, problem-solving, and critical thinking skills
- Advanced proficiency in Microsoft Excel and experience working with relational databases
- Ability to build, interpret, and modify complex financial models
- Excellent written and verbal communication skills, with the ability to present financial insights to non-financial audiences
- Strong organizational skills with the ability to prioritize and manage multiple initiatives simultaneously
- Ability to collaborate effectively across functions and influence without authority
DISCLAIMER
This job description in no way states or implies that these are the only duties to be performed by the employee in this position. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed. The incumbent is expected to perform other duties necessary for the e