Description

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

Requirements

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

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