Senior Financial Analyst - Financial Planning & AnalysisThe Senior Financial Analyst – FP&A role supports financial planning, forecasting, and analysis while partnering with business leaders to provide insights that drive decision-making. Key responsibilities include budgeting, forecasting, financial modeling, variance analysis, and preparing reports for leadership. The role also focuses on improving processes, analyzing performance metrics, and supporting strategic initiatives.
Candidates typically have a finance-related degree, several years of FP&A or financial analysis experience, strong Excel and financial systems skills, and the ability to communicate financial insights effectively.
- Lead the annual budgeting, quarterly forecasting, and long-range financial planning processes
- Develop, maintain, and enhance complex financial models to support strategic initiatives and business decisions
- Perform monthly variance analysis (actual vs. budget/forecast) and provide insightful explanations and recommendations
- Partner with cross-functional teams (operations, sales, accounting, etc.) to evaluate performance and identify risks and opportunities
- Prepare and present financial reports, dashboards, and executive-level summaries
- Analyze key performance indicators (KPIs) to track business performance and support data-driven decision-making
- Support capital planning, cost optimization initiatives, and investment analysis
- Drive process improvements and automation to increase efficiency in financial reporting and forecasting
- Ensure accuracy and integrity of financial data across systems and reports
- Assist with ad hoc financial analysis and special projects as needed
- Utilize Power Query and Power BI to automate data extraction, transformation, and visualization.
