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The Senior Financial Analyst is a senior individual contributor on the corporate FP&A team, reporting directly to the VP of FP&A. This role owns key components of consolidated forecasting, board reporting, and variance analysis across the enterprise, serving as a core contributor to monthly reporting, quarterly forecasts, and the annual budgeting process. In this role, you will spend as much time interpreting results as producing them - translating financial performance into clear, actionable insights and helping shape how DMS communicates results to the Board, executive leadership team, and business stakeholders. The role offers significant exposure to executive leadership and is structured to grow into broader FP&A leadership responsibilities over time.
Job Responsibility
Own the maintenance and quarterly refresh of consolidated forecasts (3+9, 6+6, 9+3)
Support and help drive the annual budgeting process, including business unit input collection, consolidation, and executive review materials
Maintain forecast assumptions, scenario logic, and version control across planning cycles
Build and maintain monthly board reporting packages, including P&L performance, variance commentary, and KPI reporting
Partner with the VP of FP&A to develop executive-level narratives on performance and trends
Prepare materials for board meetings, audit committee meetings, and lender/investor reporting
Support the monthly reporting process across actuals vs. budget, forecast, and prior year
Analyze revenue, gross margin, and operating expense performance
Identify root causes of variances and clearly communicate drivers and implications
Support multi-year planning and strategic initiatives through scenario modeling
Build flexible models to evaluate business initiatives such as channel expansion, customer concentration, and capital structure changes
Partner with business unit leaders and shared services teams to connect operating metrics to financial outcomes
Translate operational drivers (e.g., lead volume, RPO, channel mix) into financial performance insights
Identify opportunities to improve FP&A processes, reporting, and data workflows
Support efforts to automate recurring deliverables and improve reporting efficiency
Perform deep-dive analyses for executive leadership on key business questions
Develop clear, structured analyses to support decision-making across the organization
Requirements
3 - 7 years of progressive finance experience, including at least 3 years in FP&A
Experience supporting consolidated forecasting and board-level reporting at a company of meaningful scale ($100M+ revenue)
Advanced Excel modeling skills, including driver-based forecasting and scenario modeling
Experience working with large datasets and business intelligence tools (Power BI, Tableau, or Looker)
Experience with EPM/CPM platforms (e.g., NetSuite, Adaptive, Pigment, Anaplan, Vena, or similar)
Strong written and verbal communication skills, with the ability to clearly present financial insights
Ability to operate in ambiguous environments and make well-supported assumptions
Strong analytical mindset with attention to detail and accuracy
Nice to have
Experience in performance marketing, lead generation, marketplaces, insurance, or transaction-based business models
Exposure to board reporting or lender/investor reporting processes
Familiarity with revenue recognition for services or marketplace businesses
Experience supporting M&A diligence, integration, or strategic initiatives
Experience working in private equity-backed or PE-influenced environments
Background in investment banking, transaction advisory, or consulting is a plus when combined with FP&A experience
Intellectual curiosity and willingness to challenge assumptions when needed
Ability to identify patterns and recurring trends in financial performance
Strong storytelling skills - translating complex financial data into clear, actionable insights