Sr. Financial Analyst

Rochester Midland is an established, growing, and acquisitive private equity-backed products and services company with a strong track record of success. As the company continues to expand, we are seeking a Senior Financial Analyst to join the finance team. This is an exciting opportunity to work in a fast-paced, dynamic environment while supporting the organization’s aggressive growth strategy.

• Competitive salary and comprehensive benefits package.
• Opportunities for professional growth and advancement in a rapidly expanding company.
• High visibility within the finance team and the organization.
• Be part of a team that is integral to supporting the company's plans for growth and expansion.
• Flexible work options with the ability to work remotely.

JOB SUMMARY: 

The Senior Financial Analyst will report directly to the Director of Financial Planning and Analysis (FP&A) and plays a key role in supporting the company’s financial planning and analysis activities. This position provides in-depth financial analysis, tracks key performance indicators (KPIs), and contributes to forecasting, budgeting, and financial reporting efforts across multiple business segments. 

ESSENTIAL JOB FUNCTIONS:

• Financial Reporting & Analysis:
  • Assist in the preparation and analysis of financial and operational reports, offering actionable insights and identifying key trends that impact business performance.
  • Develop financial models to analyze profitability, costs, and revenue trends, with a focus on providing recommendations for operational efficiency and cost optimization.
  • Track and report key performance indicators (KPIs), such as cost to serve, margin performance, and other financial metrics across business segments.
• Budgeting & Forecasting:
  • Support the development and management of the company’s budgeting and forecasting processes, working closely with business leaders to ensure alignment with strategic objectives.
  • Maintain and refine financial forecasting models and tools to improve the accuracy and clarity of financial projections.
• Financial Reporting Tools & Dashboards:
  • Assist in the development and maintenance of financial reporting platforms and dashboards, ensuring that reports are timely, clear, and relevant for both internal stakeholders and executive leadership.
  • Provide insights through ad hoc financial analysis and reports to senior management, enabling informed decision-making.
• Collaboration Across Functions:
  • Work closely with operations, sales, and business units to align financial planning with business objectives, supporting initiatives that promote revenue growth and margin improvement.
  • Participate in cross-functional teams to drive financial accountability and strategic alignment across business operations.

EDUCATION/ SPECIAL LICENSES OR CERTIFICATION:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• A CPA, CFA, or MBA is a plus

EXPERIENCE:

• 3-4 years’ experience in financial modeling, including forecasting, budgeting, and variance analysis.

 SKILLS:

• Ability to communicate financial information clearly and effectively to non-financial stakeholders.
• Advanced Excel skills
• Ability to work independently, effectively prioritize, and manage deadlines under pressure
• Self-motivated and highly organized
• Ability to work with people at all organizational levels
• Strong proficiency in Microsoft Excel (pivot tables, x-lookups, financial modeling), with experience in business intelligence tools (e.g., Power BI) a plus.
• Experience working with large data sets and translating them into actionable insights.

COMPETENCIES:

• Accuracy and attention to detail
• Effective communication (verbal, listening, and written)
• Analytical mindset
• Planning & priority setting
• Solution-oriented approach
• Ethical integrity
• Problem-solving and critical thinking skills

PHYSICAL REQUIREMENTS/ WORKING CONDITIONS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Sit or stand for extended periods of time.
• Visual acuity necessary to utilize a computer monitor throughout the course of a normal workday.
• Ability to perform repetitive keyboarding activities and operate general office equipment.
• Extra hours and some travel may be required.

SAFETY RESPONSIBILITIES:

Employee shall be familiar and comply with all safety policies and procedures of the company.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.