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Senior Financial Analyst

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Robert Half

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Location:
United States , Norristown

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We have partnered with a financial institution on their search for a talented Senior Financial Analyst with proven MS Business Central 365 expertise. This role will consist of assisting with financial planning and analysis, manipulating financial data, finance partnering, in depth analyst on budgets, forecasting, maintaining data visualization tools, compiling costs, presenting data calculations, analyze and report on P&L, prepare balance sheets, manipulate data, perform financial modeling, and build lasting relationships with internal leadership and the corporate management teams. This Senior Financial Analysis must have the ability to provide transparency on allocated cost and develop effective tools for reporting and controlling while implementing strategic initiatives and execution.

Job Responsibility:

  • Assisting with financial planning and analysis
  • manipulating financial data
  • finance partnering
  • in depth analyst on budgets
  • forecasting
  • maintaining data visualization tools
  • compiling costs
  • presenting data calculations
  • analyze and report on P&L
  • prepare balance sheets
  • perform financial modeling
  • build lasting relationships with internal leadership and the corporate management teams
  • provide transparency on allocated cost
  • develop effective tools for reporting and controlling
  • implementing strategic initiatives and execution
  • Analysis of financial and operations processes
  • Prepare financial analysis on cost drivers
  • Analyze and track KPIs
  • Create financial dashboards
  • Identify potential financial risks
  • Budgeting & Forecasting
  • Financial Reconciliation
  • Process Improvement Initiatives
  • Reviewing/Creating complex financial models

Requirements:

  • Bachelors degree in Finance, Accounting or Business
  • 7+ years of accounting/finance experience
  • Investment analysis experience highly preferred
  • Strong accounting foundation with a solid understanding of financial reporting and analysis
  • Advanced MS Excel, experience with MS Business Central 365 preferred
  • Ability to manage multiple priorities and work independently in a hands-on environment
  • Strong analytical, organizational, and problem-solving abilities

Nice to have:

  • Investment analysis experience
  • experience with MS Business Central 365
What we offer:
  • Medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
May 10, 2026

Employment Type:
Fulltime
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