- Senior Financial Analyst
- 📍 Location: New York, NY, US
- 🏢 Industry: Financial Services
- 💼 Work Setting: Hybrid
- Are you a finance professional with strong analytical skills, financial modeling expertise, and the ability to communicate business insights to senior leadership? This role offers the opportunity to influence key business decisions through forecasting, financial reporting, cost analysis, and strategic planning initiatives.
- The Senior Financial Analyst will partner closely with business leaders to evaluate performance, identify opportunities, develop forecasts, and deliver actionable recommendations that support organizational growth.
- Key Responsibilities
- Financial Planning & Forecasting
- Forecast Development
- Develop and maintain financial forecasting models.
- Apply advanced forecasting methodologies to key business drivers.
- Forecast revenue, expenses, headcount, and operational metrics.
- Support annual budgeting and long-range planning activities.
- Financial Modeling
- Build and maintain sophisticated financial models.
- Analyze business scenarios and investment opportunities.
- Evaluate the financial impact of strategic initiatives.
- Support executive decision-making with quantitative analysis.
- Financial Analysis & Reporting
- Performance Analysis
- Analyze monthly, quarterly, and annual financial results.
- Investigate key variances against budget and forecast.
- Identify business risks and opportunities.
- Recommend actions to improve financial performance.
- Cost Analysis
- Develop cost models and cost-driver analyses.
- Increase transparency into business expenses.
- Evaluate operational efficiency and spending trends.
- Support profitability improvement initiatives.
- Management Reporting
- Generate monthly and quarterly business reviews.
- Prepare executive-level financial reporting packages.
- Deliver timely and accurate performance analysis.
- Strategic Business Partnership
- Leadership Support
- Partner with business leaders to assess growth initiatives.
- Evaluate financial implications of strategic decisions.
- Provide recommendations supporting business objectives.
- Assist leadership in evaluating investment opportunities.
- Strategic Planning
- Support organizational planning and forecasting activities.
- Assess emerging business trends and opportunities.
- Conduct financial and operational scenario analyses.
- Executive Communication
- Business Presentations
- Develop presentations for senior management.
- Communicate complex financial concepts clearly.
- Translate analytical findings into business insights.
- Present recommendations to leadership audiences.
- Data Storytelling
- Articulate key outcomes of financial analysis.
- Highlight business drivers and performance trends.
- Support executive decision-making processes.
- Process Improvement & Automation
- Process Excellence
- Improve financial planning and reporting processes.
- Identify opportunities for automation and efficiency gains.
- Standardize recurring financial activities.
- Enhance reporting accuracy and timeliness.
- Continuous Improvement
- Develop scalable finance processes.
- Improve data quality and operational effectiveness.
- Support transformation initiatives within Finance.
- Project & Stakeholder Management
- Special Projects
- Lead and support strategic finance projects.
- Perform ad-hoc financial analyses.
- Support business case development.
- Provide project status updates to leadership.
- Cross-Functional Collaboration
- Partner with:
- Finance Teams
- Business Leaders
- Operations Teams
- Executive Leadership
- Strategic Planning Teams
- Required Qualifications
- Education
- Bachelor's Degree
- Experience
- 2+ years of experience in:
- Financial Analysis
- Financial Planning
- Business Finance
- Corporate Finance
- 2+ years of experience with:
- Financial Modeling
- Forecasting
- Business Case Development
- Preferred Qualifications
- Advanced Education
- MBA (Master of Business Administration)
- Master's Degree in Finance
- Professional Certifications
- CFA (Chartered Financial Analyst)
- CPA (Certified Public Accountant)
- Additional Experience
- 3+ years of experience in:
- Financial Analysis
- Financial Modeling
- 2+ years of experience in:
- Strategic Planning
- Business Strategy
- Financial Strategy
- Technical Skills
- Finance & Analytics
- Financial Modeling
- Forecasting
- Budgeting
- Variance Analysis
- Cost Analysis
- P&L Management
- Business Case Analysis
- Reporting
- Executive Reporting
- Financial Dashboards
- Business Reviews
- Performance Metrics
- Tools
- Microsoft Excel
- Financial Planning Systems
- Reporting Platforms
- Data Analysis Tools
- Key Skills
- Financial Analysis
- FP&A
- Financial Modeling
- Forecasting
- Budgeting
- Variance Analysis
- Cost Management
- Strategic Planning
- Executive Reporting
- Business Partnering
- Financial Reporting
- Data Analysis
- Core Competencies
- Analytical Thinking
- Business Acumen
- Problem Solving
- Communication
- Financial Judgment
- Strategic Thinking
- Attention to Detail
- Stakeholder Management
- Presentation Skills
- Process Improvement
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Senior Financial Analyst
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