Hybrid Senior Financial Analyst – Data and Systems

Posted 4 weeks ago

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About the role

  • Support the Sales Finance, BU Finance, Performance Management and Sales teams by delivering accurate financial analysis, insightful reporting, and actionable recommendations
  • Develop and maintain KPI reporting, ad hoc analysis, and dynamic self-service user reports with a focus on sales financial performance
  • Ownership of sales performance scorecards, data model refreshes, plus month‑end close support
  • Partners with business leaders across multiple lines of business across the organization
  • Participate in stakeholder meetings to understand user needs and capture development requirements for dashboard creation
  • Work iteratively with stakeholders to improve and expand existing reporting
  • Champion reporting quality, accuracy, usability and reliability by documenting and applying best practices in development and implementation
  • Performs ad-hoc financial analyses at multiple levels of complexity, including churn and sales analysis
  • Create useful documentation, lead hands-on training, and support general understanding and usage by internal stakeholders of dashboard reporting, and ad hoc analysis
  • Recommend operational efficiencies and process improvements
  • Conduct research and analysis of financial data for planning and budgeting
  • Apply tools and techniques to gather, interpret, and report data
  • Lead projects that generate insights for decision-making and business needs
  • Tailor data fields to meet client requirements and present findings clearly and actionably
  • Identify patterns, build reports and recommend, and set up tracking systems that are efficient, timely, and minimally disruptive
  • Monitors report and data availability and proactively communicate with clients on delays and issues

Requirements

  • Bachelor’s degree with 4 years of experience in FP&A, financial analysis, or related roles
  • A candidate may also have a Master's Degree with 2+ years of experience or a Ph.D. with 1+ year of experience
  • A non-degreed candidate will have 8 years of relevant experience
  • Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and data modeling
  • Familiarity with SQL for data querying and reporting
  • Experience with BI tools (e.g., Power BI, Tableau) and/or ERP/financial systems
  • Excited to explore and apply AI-driven tools and techniques to enhance accuracy, automate reporting, and uncover financial insights
  • Be a self-starter - work independently with minimal direction or oversight
  • Excel in a fast-paced, high-pressure environment where speed and quality are paramount
  • Strong analytical and problem-solving skills
  • Excellent communication skills, including the ability to clearly and effectively communicate analysis findings to stakeholders at all levels
  • Produce high-quality work that is accurate, insightful, and actionable with attention to detail
  • Ability to prioritize work with a demonstrated focus on real business need/value

Benefits

  • The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company’s needs, and its obligations
  • seven paid holidays throughout the calendar year
  • up to 160 hours of paid wellness annually for their own wellness or that of family members
  • Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave
  • health care insurance (medical, dental, vision)
  • retirement planning (401(k))

Job title

Senior Financial Analyst – Data and Systems

Job type

Experience level

Senior

Salary

$79,400 - $119,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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