Jim Moran and Associates, LLC is seeking a Senior Financial Analyst to support financial planning and analysis. This role will focus on delivering high-impact insights through advanced modeling and strategic decision support.
Key Responsibilities
Develop and maintain scenario-based financial models to support long-range planning and executive decision-making
Analyze actual results vs. budget and prior year to identify trends and variances
Serve as a subject matter expert in Excel-based modeling, supporting capital expenditure requests and other financial evaluations
Continuously improve modeling approaches and reporting tools to enhance accuracy and usability
Create and maintain data visualization dashboards (e.g., balanced scorecards) to track KPIs and business performance
Deliver timely, high-quality financial analysis and forecasting to support both operational and strategic initiatives
Communicate complex financial insights clearly to senior leaders and non-financial stakeholders, offering data-driven recommendations
Identify data gaps and proactively surface insights to improve business understanding
Challenge existing processes and contribute to continuous improvement in financial planning
Qualifications
Bachelor’s or Master’s degree in Finance, Economics, or a related field
5–7 years of relevant experience in financial analysis or planning
Strong analytical and problem-solving skills with attention to detail
Proven ability to manage multiple projects in a fast-paced environment
Excellent communication skills, including the ability to present to executives and influence decision-making
Advanced proficiency in Excel; experience with financial modeling and scenario planning is essential
Intellectual curiosity and a proactive mindset
#Hybrid
#LI-NK-1
This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.
JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER
JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard to age, race, religion, color, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, gender expression, mental or physical disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic protected by federal, state, provincial, or local law.
DISABILITY ACCOMMODATIONS
If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family’s Talent Acquisition department at talentacquisition@jmfamily.com for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.