Senior Financial Analyst

Our client is seeking a strategic and analytical Senior Financial Analyst to join our high-performing team. In this role, you’ll go beyond the numbers—driving insights that shape business decisions and strengthen operational efficiency across the organization. You’ll lead financial modeling, forecasting, and reporting efforts, working across multiple systems and collaborating with stakeholders at all levels to deliver accurate, actionable financial insights.

We’re looking for a service-oriented professional who thrives in a collaborative environment and is ready to grow with a company that values stability, innovation, and long-term career development. If you're ready to make a meaningful impact and be part of a supportive, mission-driven team, we’d love to connect with you.

What you get to do:

Drive Strategic Insight: Design and refine advanced financial models and methodologies that adapt to evolving business dynamics and economic trends—directly influencing key strategic decisions.

Mitigate Risk, Maximize Opportunity: Proactively analyze financial and operational data to uncover emerging risks, and partner with leadership to develop data-driven strategies that safeguard and strengthen the organization’s performance.

Enable Cross-Functional Planning: Collaborate with teams across the organization to develop monthly, annual, and multi-year forecasts that align financial goals with broader business objectives.

Lead Budgeting Cycles: Play a pivotal role in the company’s reforecasting and annual budgeting processes, helping set the financial course for the entire organization.

Ensure Timely Financial Close: Support the month-end close process to meet strict deadlines, ensuring the accuracy and integrity of financial data.

Deliver Actionable Insights: Prepare and analyze monthly financial performance against forecasts, budgets, and prior year results, providing meaningful insights that inform business strategy.

Empower Decision-Makers: Provide timely, precise financial reports that support leadership in making informed, data-driven decisions.

Tackle Strategic Projects: Conduct ad hoc analyses and lead special projects that support high-impact initiatives and business transformation efforts.

Champion Efficiency and Innovation: Continuously seek opportunities to improve financial systems, tools, and reporting processes—enhancing accuracy and agility.

Uphold Financial Integrity: Handle all financial data with the highest level of confidentiality and professionalism.

Be a Trusted Partner: Take on additional responsibilities as needed, contributing to a high-performing, collaborative finance team that drives organizational success.

Requirements:

Bachelor’s Degree in Finance or Accounting.

Preferred 5+ years of progressive experience in financial analysis and modeling

CFA or CPA preferred.

Ability to independently resolve complex problems where analysis requires an in-depth evaluation of multiple factors.

Ability to exercise judgment on selecting methods, techniques, and evaluation of data for obtaining results

Excellent organizational skills and detail oriented with big picture vision

Proficient with Microsoft Office Suite or related software.

Strong level of communication, both verbal and written

Work effectively in a team

Epicor and/or XL Connect experience is a plus

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