Position Summary:
The Senior Financial Analyst, FP&A supports budgeting, forecasting, payroll, , and financial performance reporting. The position develops financial models, analyzes results and trends, prepares management and Board materials, and maintains performance measures. The role works with Finance staff and business leaders to improve financial visibility and support organizational decisions. This is an individual contributor position and does not supervise staff.
Duties and Responsibilities:
Budgeting, Forecasting and Payroll
Supports the annual budgeting process and periodic forecast updates.
Partners with department leaders to improve forecast accuracy and financial visibility.
Identifies trends, risks, and opportunities affecting financial results.
Develops financial models and forecasts.
Supports long-range financial planning efforts.
Assists in bi-weekly payroll ensuring accuracy of pay, deductions, taxes, benefits and related transactions.
Financial Performance Analysis
Prepares financial analyses explaining operating results, trends, and business drivers.
Works with the organization to develop variance analysis.
Assists in evaluating financial and operational performance across business areas.
Prepares narrative commentary supporting financial results.
Provides analytical support for executive decision-making.
KPI Development and Performance Monitoring
Establishes and maintains key performance indicators.
Develops dashboards and reports to monitor performance against strategic objectives.
Identifies trends and exceptions that require management attention.
Partners with business areas to develop performance measures.
Evaluates performance results against established targets.
Recommends improvements to performance measurement and reporting processes.
Executive and Board Reporting
Assists in developing presentation materials for Executive Leadership and Board meetings.
Prepares financial reporting packages and support schedules.
Enhances visual reporting and decision-support materials.
Supports analysis requested by senior management and the Board.
Other
Supports internal and external audit activities as needed
Supports Finance projects, reporting enhancements, and analytical process improvements.
Identifies opportunities to improve budgeting, forecasting, reporting, and performance measurement processes.
Performs other duties and project work as assigned.
Knowledge, Skills and Abilities:
Knowledge of budgeting, forecasting, financial modeling, and performance measurement.
Ability to analyze financial and operational data and communicate conclusions.
Ability to prepare variance analyses, management reports, and presentation materials.
Ability to organize work, manage deadlines, and support multiple priorities.
Ability to work with Finance staff, business leaders, and executive management.
Advanced skill in Microsoft Excel, Microsoft 365, financial systems,