Direct Hire
Senior Financial Analyst - Business Strategy Job Description
Position Overview
The Analyst / Sr. Analyst, Financial Planning & Analysis will support both operational finance and strategic growth initiatives across the organization. This role reports to the CFO and will partner closely with finance leadership and department heads on forecasting, reporting, planning, and business analysis activities. Focused on strategic initiatives, long-range planning, business case development, market analysis, and growth-oriented projects
These positions offer exposure to executive leadership, cross-functional collaboration, and high-impact strategic initiatives within a growing organization.
Requirements
Bachelor's degree in Finance, Accounting, or related field required; MBA preferred
3-6 years of experience in FP&A, corporate finance, accounting, or related financial analysis roles
Strong financial modeling and analytical skills required
Advanced Microsoft Excel skills required
SQL experience and/or exposure to data querying and automation tools strongly preferred
Ability to synthesize financial and operational data into actionable insights
Strong communication and presentation skills
Ability to manage multiple priorities in a fast-paced environment
Experience within industry or corporate finance environments is a plus
Key Responsibilities
FP&A & Operational Finance Responsibilities Support the annual budgeting and quarterly forecasting processes
Assist with development and maintenance of long-range financial plans and 5-year forecasts
Prepare month-over-month and year-over-year variance analyses
Partner with department leaders on budgeting, planning, and tactical financial reviews
Support management reporting and performance tracking initiatives
Build and maintain financial models to support operational decision-making
Assist with consolidated reporting and financial performance analysis
Strategic Finance & Business Analysis Support long-term strategic initiatives and growth projects
Build and maintain business cases for new initiatives, investments, and product development opportunities
Conduct market research, industry trend analysis, and channel growth assessments
Partner cross-functionally to evaluate project performance and strategic outcomes
Assist leadership with ad hoc financial and operational analyses
Reporting & Data Analytics Develop reporting packages and presentation materials for leadership
Support dashboarding, data visualization, and reporting automation initiatives
Utilize Excel, SQL, and related tools to improve reporting efficiency and data accessibility
Assist with data integrity, reporting accuracy, and financial process improvements
Process Improvement & Technology Identify opportunities to improve financial processes and reporting workflows
Support adoption of enhanced data tools, automation, and AI-assisted reporting capabilities
Assist in streamlining forecasting, planning, and operational reporting processes
Collaborate with leadership on evolving FP&A infrastructure and technology stack initiatives