Financial Analyst, Sr.

About the Company

CFS (Creative Financial Staffing) is a nationally recognized staffing and recruiting firm specializing in finance, accounting, technology, and professional services. We partner with leading organizations to connect experienced professionals with rewarding career opportunities. Our client is a large, multi-site organization within the consumer and hospitality industry, known for its collaborative culture, operational excellence, and commitment to innovation. The organization offers a dynamic environment where finance professionals play a strategic role in driving business performance, supporting executive leadership, and contributing to long-term organizational success.

About the Role

We are seeking a highly analytical and results-driven Senior Financial Analyst to join a growing Financial Planning & Analysis (FP&A) team. This hybrid position provides significant exposure to executive leadership and offers the opportunity to contribute to strategic planning, budgeting, forecasting, financial modeling, and business performance analysis. As a Senior Financial Analyst, you will collaborate closely with Finance, Operations, and executive stakeholders to deliver financial insights that support data-driven decision-making. You will develop complex financial models, enhance reporting processes, analyze business performance, and identify opportunities to improve operational efficiency and profitability. This role is ideal for an FP&A professional looking to expand into a strategic, business-facing position while working in a collaborative and fast-paced environment.

Responsibilities

• Support monthly forecasting, annual budgeting, and long-range financial planning processes.
• Develop, maintain, and enhance complex financial models for revenue forecasting, profitability analysis, and strategic planning.
• Prepare executive-level financial reports, dashboards, presentations, and performance summaries.
• Perform detailed variance analysis and identify key financial and operational performance drivers.
• Analyze financial results and provide actionable recommendations to leadership.
• Partner with business units to validate planning assumptions and support operational decision-making.
• Collaborate with Finance Systems teams to optimize planning tools and reporting processes.
• Identify opportunities for automation, process improvement, and reporting enhancements.
• Monitor financial performance against budgets, forecasts, and key performance indicators (KPIs).
• Support month-end and quarter-end financial analysis and executive reporting.
• Conduct ad hoc financial analysis for strategic initiatives, investment decisions, and business cases.
• Present financial findings and recommendations to senior leadership.
• Ensure data accuracy, financial integrity, and compliance with company policies and accounting standards.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Minimum 3–5 years of experience in Financial Planning & Analysis (FP&A), Corporate Finance, or Financial Analysis.
• Proven experience with budgeting, forecasting, financial modeling, and variance analysis.
• Strong understanding of financial reporting, accounting principles, and GAAP.
• Experience working with enterprise financial planning systems such as Oracle Planning, Hyperion, SmartView, or similar applications is preferred.
• Hospitality, travel, timeshare, retail, or consumer-focused industry experience is strongly preferred.
• Experience presenting financial information to executive leadership.
• Ability to manage multiple priorities in a fast-paced business environment.

Required Skills

• Advanced financial modeling and analytical skills.
• Strong expertise in budgeting, forecasting, and long-range financial planning.
• Advanced Microsoft Excel skills, including complex formulas, pivot tables, Power Query, and financial modeling.
• Strong knowledge of financial statements, GAAP, and corporate finance principles.
• Experience with large datasets and business performance analytics.
• Excellent problem-solving and critical-thinking abilities.
• Strong presentation and executive communication skills.
• Ability to interpret financial data and translate insights into business recommendations.
• Experience with Oracle Planning, Hyperion, SmartView, or similar FP&A platforms.
• Strong organizational and project management skills.
• Ability to work independently while collaborating across multiple departments.
• Continuous improvement mindset with a focus on automation and operational efficiency.

Pay range and compensation package

Competitive annual salary ($85,000–$95,000)

Hybrid work environment

Comprehensive medical, dental, and vision insurance

401(k) retirement savings plan

Paid vacation, holidays, and personal leave

Professional development and continuing education opportunities

Career advancement within a growing FP&A organization

Exposure to executive leadership and strategic initiatives

Collaborative and supportive workplace culture

Opportunity to contribute to high-impact business decisions

Equal Opportunity Statement

CFS and its client are Equal Opportunity Employers committed to fostering an inclusive, diverse, and respectful workplace. Employment decisions are based on qualifications, merit, performance, and business needs without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law. We believe that diversity strengthens innovation and decision-making, and we encourage qualified candidates from all backgrounds to apply and become part of our growing finance team.