Hybrid Senior Financial Analyst

Posted last week

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About the role

  • Own and oversee the full revenue forecast process for Brokerage and Emerging Business units, including all related deliverables with minimal supervision.
  • Lead monthly forecast meetings with revenue leaders to ensure alignment, accuracy, and consistency across business units.
  • Develop and maintain advanced financial models and tools to support strategic planning and performance tracking.
  • Support quarterly board presentations with financial insights, forecasts, and variance analysis to help narrate the business story.
  • Act as a strategic partner to business unit leaders, providing proactive financial guidance and scenario planning.
  • Manage a high-volume task list with competing priorities, demonstrating exceptional time management and organizational skills.
  • Drive process improvements and automation across reporting and forecasting workflows.
  • Communicate proactively and consistently with cross-functional teams and senior leadership.
  • Mentor junior analysts and contribute to a culture of continuous learning and development.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
  • 4–6 years of progressive experience in FP&A, preferably in a high-growth or CPG environment.
  • Strong proficiency in accounting required.
  • Proven experience owning forecasts and presenting to senior leadership.
  • Advanced proficiency in Excel, PowerPoint, and financial planning tools (e.g., Adaptive Planning, Salesforce, Sage Intacct) or proven experience in learning new systems
  • Strong analytical skills with the ability to translate data into actionable insights.
  • Excellent communication and executive presence.
  • Highly organized, self-motivated, and able to manage multiple deadlines independently.
  • Demonstrated leadership and strategic thinking capabilities.

Benefits

  • 16 days of PTO
  • 11 paid company holidays per year
  • 2 paid volunteer days per year
  • Bonus eligible
  • 3 months fully paid parental leave (regardless of gender)
  • Medical, dental, and vision
  • Paid company life insurance
  • 401k with company match
  • Summer hours (half day Fridays from Memorial Day thru Labor Day)
  • Work from home flexibility

Job title

Senior Financial Analyst

Job type

Experience level

Senior

Salary

$80,000 - $120,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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