Sr. Financial Analyst

Description

This position is responsible for providing full financial and operational support to operational leadership as directed. Primary responsibility will be preparing monthly reporting, quarterly forecasts, and annual budgets.

Essential Duties:

• Develop and manage the organization's annual budget and long-term financial plans.
• Collaborate with various departments to gather budget inputs, ensuring alignment with the company's strategic objectives.
• Prepare regular forecasts to project future financial performance based on current trends and market conditions.
• Analyze forecasted financial results, identifying potential risks and opportunities.
• Conduct in-depth financial analyses, including variance analysis, to explain deviations from the budget or forecast.
• Provide insights and recommendations to improve financial performance.
• Generate and present financial reports to senior management and other stakeholders.
• Work closely with executive leadership to align financial goals with the company's strategic plan.
• Evaluate capital investment proposals, such as new projects or acquisitions, to determine their financial viability.
• Develop and track key performance indicators (KPIs) to measure the company's financial and operational performance.
• Collaborate with other departments, including accounting, sales, marketing, and operations, to ensure a cohesive approach to financial planning and reporting.
• Conduct special analyses and provide ad hoc financial information to support decision-making as needed.
• Knowledge, Skills, & Abilities:
• Bachelor’s degree in finance, accounting, or a related field; MBA or advanced degree preferred.
• 5-10 years of relevant experience in financial analysis, budgeting, forecasting, or related roles.
• Proficient in financial modeling, data analysis, and a deep understanding of financial statements.
• Expertise in budgeting and forecasting processes, including variance analysis and financial performance improvement recommendations.
• Proficiency with financial software and tools, such as Onestream, Dynamics AX, and Microsoft Office products.
• Knowledge of financial reporting standards (e.g., GAAP or IFRS) and the ability to prepare and interpret financial reports.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights.
• Excellent attention to detail and organizational skills.
• Effective communication and presentation abilities, capable of conveying financial information to both finance and non-finance professionals.
• Ability to work collaboratively in a team environment and lead cross-functional initiatives.