Senior Financial Analyst

Job Title:

Senior Financial AnalystADP Job Code:

ADMINFANDepartment:

Accounting & FinanceReports to:

Sr Manager, FP&AFLSA Status:

Exempt (Salaried)

Grade:

15

Salary Band:

ProfessionalUpdated:

3/2026 Position OverviewWe are seeking a highly analytical and business-oriented Senior Financial Analyst to join our Financial Planning & Analysis team. This role will play a critical part in driving financial visibility, supporting executive decision-making, and improving forecasting accuracy across multiple business channels.

The ideal candidate combines advanced financial modeling skills, strong business acumen, and the ability to communicate complex financial insights to senior leadership. This individual will partner cross-functionally with operations, sales, accounting, and executive leadership to deliver actionable insights and scalable planning processes.

This role requires someone who can operate in a fast-paced, high-visibility environment, manage large data sets across multiple systems, and translate operational drivers into financial outcomes.

Key ResponsibilitiesFinancial Planning & ForecastingDevelop and maintain monthly forecasts, annual budgets, and long-range financial plans across multiple business units and revenue channels.

Translate operational drivers (customer counts, production metrics, sales performance, and contract activity) into driver-based financial forecasts.

Build and maintain dynamic financial models to evaluate business performance and support strategic initiatives.

Financial Analysis & Business PartneringPerform variance analysis (Actual vs Budget vs Forecast vs Prior Year) and communicate key drivers of financial performance.

Partner with business leaders to provide data-driven insights that support operational and strategic decisions.

Prepare executive-level reporting and analysis for senior leadership and board presentations.

Reporting & Data IntegrationBuild and maintain financial reporting across multiple data sources including ERP systems, planning tools, and operational databases.

Design scalable reporting that improves visibility into revenue performance, cost drivers, and profitability by channel or business segment.

Develop dashboards and reporting tools that enhance management insight.

Strategic Finance SupportSupport evaluation of strategic initiatives, new products, channel expansion, and operational improvements.

Conduct scenario modeling and sensitivity analysis to evaluate risks and opportunities.

Assist with financial due diligence, business case development, and executive decision support.

Process ImprovementImprove the scalability and efficiency of FP&A processes, including forecasting methodologies, reporting automation, and financial model standardization.

Identify opportunities to enhance data quality, forecasting accuracy, and reporting timeliness.

QualificationsEducationBachelors degree in Finance, Accounting, Economics, or related fieldMBA, CFA, or CPA is a plusExperience5-8+ years of progressive FP&A, corporate finance, or financial analysis experienceExperience supporting senior leadership or executive teamsBackground in complex, multi-channel businesses or high-growth environments preferredTechnical SkillsAdvanced proficiency in Excel financial modelingExperience with financial planning systems (e.g., Planful, Adaptive, Anaplan, Hyperion, etc.)Familiarity with ERP systems (NetSuite, Dynamics, SAP, etc.)Experience with data visualization or BI tools (Power BI, Tableau, etc.)Strong ability to work with large datasets and financial reporting toolsCore CompetenciesAdvanced Financial ModelingAbility to build driver-based models that connect operational metrics to financial outcomes.

Analytical RigorStrong ability to synthesize complex datasets into clear financial insights.

Executive CommunicationAbility to present financial results and strategic insights clearly to senior leadership.

Business PartnershipStrong cross-functional collaboration with operations, sales, and accounting teams.

Process OrientationAbility to design scalable financial processes and improve forecasting accuracy.

What Success Looks Like in This RoleWithin the first 612 months, the Senior Financial Analyst will:

Develop a deep understanding of revenue drivers, operational metrics, and cost structure.

Become a trusted partner to business leaders and senior management.

Improve forecast accuracy and financial visibility across key business channels.

Deliver clear, decision-ready financial insights that support strategic initiatives.

Contribute to building a best-in-class FP&A function.

Why Join Our TeamThis role offers the opportunity to work closely with senior leadership and play a meaningful role in shaping financial strategy. The position provides exposure to complex financial planning, operational decision-making, and strategic finance initiatives, making it an ideal opportunity for someone looking to grow into a future FP&A leader.