Description Summary:
As a Senior Financial Analyst, you will be responsible for supporting the company’s financial planning and analysis (FP&A) activities, assisting the corporate budgeting process, and preparing critical materials for executive leadership and board review. This is a unique opportunity to work closely with senior leaders, provide valuable insights into profitability drivers, and support strategic decision-making.
Essential Duties & Responsibilities
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Financial Planning & Analysis (FP&A): Perform monthly financial analysis, focusing on revenue trends, expense management, and profitability analysis to deliver meaningful insights that drive business decisions.
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Corporate Budgeting: Assist with the annual budgeting process partnering with business leaders to ensure alignment with strategic objectives. Work to refine and improve budgeting methodologies to enhance understanding of financial performance.
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Board & Executive Reporting: Prepare comprehensive board materials and financial reports for senior management, including insights into financial performance, strategic initiatives, and profitability.
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Profitability Analysis: Partner with senior leadership to analyze and understand key drivers of profitability across the organization, supporting initiatives that drive financial efficiency and growth.
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Advanced Analytics & AI Utilization: Utilize AI-enabled tools and data analytics platforms to improve forecasting accuracy, streamline reporting, and surface actionable insights.
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Lender & Sponsor Requests: Respond to ad hoc requests from lenders and private equity sponsors, providing timely and accurate financial information, analyses, and projections as needed.
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Cross-functional Collaboration: Build strong relationships with key stakeholders across departments to gather data, refine financial processes, and ensure alignment with financial goals.
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Special Projects: Support and execute high-impact strategic projects including scenario modeling, growth initiatives, and operational improvements.
Education / Training / Experience
- Bachelor’s degree in Finance, Accounting or related field.
- 3-5 years of experience in FP&A, investment banking, or related corporate finance roles, ide