Senior Financial Analyst

The Senior Financial Analyst serves as a strategic modeling and forecasting leader, providing forward-looking financial insights to senior leadership and key stakeholders. This role designs and enhances complex financial models, leads multi-year budgeting and forecasting processes, and delivers data-driven analysis that connects operational performance to financial outcomes. The position combines advanced technical modeling expertise with strategic thinking and cross-functional collaboration to support enterprise-wide decision-making. 

Key Responsibilities

• Design, build, and maintain complex financial models to support strategic planning, scenario analysis, and long-term forecasting
• Lead annual budgeting and rolling forecast processes, including multi-year projections
• Analyze historical performance, evaluate trends, and assess future risks and opportunities
• Translate complex financial analysis into clear, actionable insights for leadership and stakeholders
• Enhance financial planning infrastructure through automation, improved modeling architecture, and scalable processes
• Partner cross-functionally to gather data, validate assumptions, and ensure reporting accuracy
• Support revenue and expense forecasting aligned with long-term business strategy
• Prepare executive-level presentations, dashboards, and reporting packages highlighting key insights and recommendations
• Provide ad hoc strategic analysis and support high-impact business initiatives

• Bachelor’s degree in Finance, Accounting, Business, Engineering, or related field required; advanced degree (MBA or similar) preferred
• Additional certification (CPA, CFA, or FPAC) a plus
• 3–7+ years of progressive experience in financial modeling, forecasting, valuation, or FP&A
• Expert-level Excel skills with ability to build dynamic models from scratch (scenario analysis, sensitivity modeling, advanced functions)
• Experience with financial systems and planning tools (e.g., Adaptive, SAC, Vena, NetSuite, Tableau, Power BI, SQL, or similar platforms)
• Strong analytical and problem-solving skills with a structured, scalable modeling approach
• Excellent communication skills with the ability to present complex financial concepts clearly to non-technical stakeholders