About the role:
Reporting to the Manager of Financial Planning and Analysis (FP&A), the Senior Financial Analyst serves as a strategic finance partner to the organization. This role moves beyond data consolidation to provide actionable insights that drive decision-making. You will lead complex financial modeling, oversee the integrity of the budgeting and forecasting processes, and act as a primary consultant to various functional stakeholders and executive leadership.
What you'll do:
- Strategic Planning & Forecasting: Lead the development of the annual budget and rolling forecasts. Own the financial modeling process, ensuring accuracy and alignment with long-term corporate strategy.
- Performance Insight: Analyze financial data to identify trends and key performance indicators (KPIs). Translate complex data into "the story behind the numbers" to provide high-impact recommendations to senior management.
- Variance Leadership: Direct the monthly variance analysis process (Actual vs. Budget/Forecast). Proactively investigate discrepancies, collaborate with department heads to understand drivers, and propose corrective actions.
- Stakeholder Partnership: Act as a dedicated finance liaison to business units, providing guidance on financial health, resource allocation, and operational efficiency.
- Reporting & Visualization: Design and manage comprehensive financial dashboards and executive presentations. Drive the shift toward automated, real-time reporting using PowerBI and NetSuite.
- Process Excellence: Lead the implementation of financial policies and internal controls. Identify opportunities for automation and process improvement to enhance the speed and accuracy of the finance function.
- Cash & Project Management: Oversee cash flow forecasting and lead ad-hoc financial projects, including ROI analysis for new business opportunities or capital expenditures.
Qualifications:
- Bachelor's Degree in Finance, Accounting, or a related field (MBA or CPA a plus).
- Experience: 6+ years of progressive experience in financial analysis, with a proven track record of influencing business decisions.
- Technical Mastery: Advanced Excel skills (complex modeling, macros, Power Query) is required.
- Direct experience with NetSuite and PowerBI is required; experience with Procore is highly preferred.
- Power BI Expertise: Hands-on experience with the backend of Power BI, including data modeling, field mapping, relationships, calculated columns/measures (DAX), and ensuring data integrity across complex financial datasets.
- Analytical Mindset: Exceptional ability to synthesize large datasets from multiple business units into cohesive, strategic assumptions.
- Communication: Elite interpersonal skills with the ability to "translate" finance for non-finance stakeholders and present confidently to executive leadership.
- Soft Skills: An entrepreneurial spirit and "advocate of change." You must be a self-starter who is quick to adapt, detail-oriented, and capable of managing competing priorities in a fast-paced environment.
- Accounting Knowledge: A solid grasp of GAAP to ensure financial analysis aligns with reporting standards.
The anticipated salary range for this role is $95,000 - $105,000 per year + bonus.
Compensation will be influenced by a wide array of factors including but not limited to internal pay equity, job-related knowledge, skills, education, certifications, and relevant experience as outlined in the job description above.
Benefits: