Senior Financial Analyst

Senior Financial Analyst Overview

• The Senior Financial Analyst will support finance, accounting, and reporting workstreams to enhance operational capabilities.
• Collaborate with finance leaders to drive high-quality analysis and improve reporting outputs.
• Leverage data and reporting tools to manage large datasets and provide actionable insights.
• Contribute to process improvements, data quality enhancement, and automation initiatives.
• Work in a dynamic, fast-paced environment with cross-functional teams.
• Support quarter-end and year-end reporting cycles, including audit documentation.
• Assist in designing and maintaining reporting dashboards using SQL and BI tools.
• Provide detailed variance analysis and management insights to stakeholders.
• Participate in special projects related to finance process improvement and data governance.

Senior Financial Analyst Key Responsibilities & Duties

• Prepare and maintain internal management reporting and recurring reporting packages.
• Investigate, reconcile, and explain data discrepancies across multiple sources.
• Design and build reporting tools and dashboards using SQL, Tableau, or BI tools.
• Support external and internal reporting processes, including SEC and regulatory reporting.
• Collaborate with finance and technology teams to enhance reporting processes.
• Identify opportunities for workflow automation and process optimization.
• Assist with audit support and documentation requests during reporting cycles.
• Provide management insights through detailed variance analysis and data interpretation.
• Contribute to special projects focused on data governance and finance improvements.

Senior Financial Analyst Job Requirements

• Bachelor’s degree in Accounting, Finance, or related field required.
• Minimum 3 years of experience in audit, financial reporting, or accounting functions.
• Strong understanding of financial statements, accounting, and reporting fundamentals.
• Proficiency in SQL, Tableau, Excel, and other BI tools.
• Experience with SEC reporting and regulatory reporting preferred.
• CPA certification or progress toward CPA is a plus.
• Detail-oriented with strong analytical skills and ability to manage deadlines.
• Effective communication skills for collaboration across finance and technology teams.
• Ability to work in a fast-paced, high-accountability environment.