Senior Financial Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop, maintain, and enhance dynamic financial models for budgeting, forecasting, and long-term planning.

• Support the annual operating plan budgeting process.

• Facilitate ongoing departmental forecasting in collaboration with business leaders.

• Create and manage cash forecasting models for liquidity planning and working capital decisions.

• Analyze and model sales commissions.

• Assist with month-end reviews and variance analysis, providing actionable narrative explanations.

• Design and present executive-level dashboards and reporting.

• Identify and execute process improvements and automation initiatives.

• Utilize AI tools and large language models to automate analyses and expedite reporting.

• Collaborate with accounting during the month-end close process.

• Transform financial data into insights and recommendations for executive and cross-functional audiences.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field, or equivalent experience.

• 3 to 5 years of FP&A experience, demonstrating strong financial modeling skills.

• Preferred background in banking, investment banking, or corporate FP&A.

• Proficiency in budgeting, forecasting, cash forecasting, AOP budgeting, and departmental forecasting.

• Experience in modeling and analyzing sales commissions.

• Financial reporting skills, including PowerBI, dashboards, DAX, data modeling, and executive reporting.

• Advanced proficiency in Excel.

• Proven track record in process improvement and automation.

• Experience or strong interest in utilizing LLMs and AI tools for financial analysis.

• Strong analytical skills and attention to detail.

• Proactive, self-motivated approach and a keen intellectual curiosity.

• Ability to cultivate effective business partnerships and clearly communicate financial insights to executive audiences.

• Familiarity with month-end close activities is preferred.

• Understanding of GAAP is preferred.

• Experience in supporting month-end reviews and variance analysis is preferred.

• ERP experience such as NetSuite, SAP, Oracle, or Workday is preferred.

• Familiarity with SQL or data query tools is preferred.

• CPA, CFA, or MBA is a plus.

• Experience in a high-growth, private equity-backed, or SaaS environment is preferred.

🏝️ Benefits

• Fully remote position.

• Significant visibility, ownership, and the opportunity to make an immediate impact.

• Professional growth and advancement opportunities.