Senior Financial Analyst

Primary Responsibilities:

• Develop a comprehensive financial and operational understanding of the business areas, including mission, product offerings, client engagement, and ongoing initiatives.
• Ensure the accuracy and compliance of financial reporting, monitor forecast accuracy, identify the causes of variances, and provide insightful analysis for both current and future forecasting periods.
• Manage monthly reporting and analytics related to operating expenses and headcount, as well as forecasting activities for support units.
• Analyze large datasets, extract actionable insights, and provide analytical support to business units to help optimize long-term goals.
• Support key stakeholders through regular financial activity management, including periodic forecasts and annual planning cycles.
• Conduct trend and variance analyses, interpreting complex data, and recommend strategic actions to optimize business outcomes.
• Lead and manage special financial projects with minimal supervision.

Education and Experience:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• A minimum of 2-3 years’ experience in financial planning & analysis, business analytics, or strategic finance roles.
• Strong analytical skills with proficiency in organizing and analyzing large data sets, ensuring attention to detail and accuracy.
• Well-versed in GAAP and experienced with financial analysis tools for trend and variance reporting.
• Proficient in Microsoft Office (Excel, PowerPoint) and familiar with data analysis tools (SQL, Tableau, Power BI, Alteryx).
• Experience with large ERP/MRP systems (Oracle, SAP) is beneficial.
• Familiarity with Salesforce, Workday, or similar systems is advantageous.
• Previous experience in a subscription-based business model is preferred