Lead impactful financial planning and analysis projects in a dynamic environment. Collaborate with cross-functional leaders to drive strategic decision-making. Gain high visibility and growth opportunities within the organization.
Senior Financial Analyst
in Accounting + Finance PermanentJob Detail
Job Description
Overview
- Serve as a key finance partner, providing budgeting, forecasting, and variance analysis for strategic decision-making.
- Develop executive-ready insights and reporting packages to support leadership decisions effectively.
- Collaborate with cross-functional leaders to collect inputs, validate assumptions, and explain business drivers.
- Own recurring FP&A processes, building repeatable models and maintaining version control discipline.
- Support long-range planning, staffing analysis, and strategic initiatives with accurate financial analysis.
- Translate financial results into concise business recommendations for executive and board materials.
- Analyze large data sets to validate results and communicate insights to stakeholders clearly.
- Enhance FP&A models, templates, and reporting packages to increase repeatability and efficiency.
Key Responsibilities & Duties
- Maintain annual budget and rolling forecast models, ensuring assumptions and timelines are accurate.
- Prepare monthly financial performance packages for leadership and executive review.
- Analyze actual results versus budget and forecast, identifying risks and opportunities.
- Develop KPIs, dashboards, and recurring reports aligned with leadership needs.
- Partner with department leaders to understand spend, performance, and forecast implications.
- Coordinate with Financial Reporting to align actuals, close timing, and variance explanations.
- Improve FP&A documentation and audit trails for assumptions and data sources.
- Support cash-flow forecasting and liquidity analysis in collaboration with Treasury.
Job Requirements
- Bachelor's degree in Finance, Accounting, Economics, or related field required.
- 4-7 years of experience in FP&A, accounting, corporate finance, or regulated financial services.
- Advanced Microsoft Excel financial modeling skills and strong PowerPoint presentation ability.
- Experience with budgeting, forecasting, monthly close, accruals, and variance analysis.
- Solid understanding of financial statements and Finance/Accounting workflows.
- Preferred exposure to insurance, reinsurance, claims/loss, and investment reporting.
- Experience with Power BI, SQL, ERP systems, or process automation is a plus.
- CPA, CFA, MBA, or progress toward relevant certification preferred.
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