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The Senior Financial Analyst plays a key role in financial planning, analysis, and decision support across the organization. This position partners with internal stakeholders to provide actionable insights, forecast trends, and ensure financial goals are achieved.
Job Responsibility:
Develop and maintain financial models to support budgeting, forecasting, and long-term planning
Analyze monthly, quarterly, and annual financial results, delivering variance analysis and recommendations
Partner with business units to identify risks, opportunities, and strategies aligned with company objectives
Prepare management reports, dashboards, and presentations for senior leadership
Support preparation of executive-level deliverables, including board presentations and strategic planning materials
Perform scenario modeling, sensitivity analysis, and ad hoc financial assessments for business initiatives
Monitor and analyze KPIs relevant to the financial services industry
Ensure accuracy and compliance of financial data with internal controls and external regulations
Lead or support initiatives focused on process improvement, cost optimization, and automation
Stay current on financial services industry trends, tools, and best practices
Requirements:
Bachelor’s degree in Finance, Accounting, Economics, or related field
MBA or relevant certification preferred
5+ years of progressive financial analysis experience, ideally within financial services
Strong proficiency in Excel, financial modeling, and data visualization tools (Power BI, Tableau)
Experience with ERP systems such as NetSuite, SAP, or Microsoft D365 is a plus
Excellent communication and presentation skills
Strong problem-solving ability, attention to detail, and business acumen
Nice to have:
Experience with ERP systems such as NetSuite, SAP, or Microsoft D365 is a plus