Financial Analyst Senior

Overview

A leading organization in the Finance & Insurance sector is seeking a Senior Financial Analyst to join their team. This role focuses on enhancing financial discipline related to P&L visibility, margin improvement, and overall business performance. The position involves partnering with executive leadership and cross-functional teams to improve planning processes, financial controls, and resource allocation within a regulated financial services environment.

Location: Remote (US-based candidates only, no visa sponsorship available)

Compensation: $103,450 – $197,730 annually

Responsibilities

• Lead the team in delivering financial forecasts and managing planning processes
• Prepare complex financial reports and provide guidance to team members
• Analyze financial data to advise business leaders on decision-making
• Support business objectives through detailed financial analysis
• Oversee product pricing, profitability assessments, and ad-hoc financial analyses
• Act as a business partner by providing proactive financial insights
• Collaborate with senior management to promote innovation and productivity
• Ensure compliance with risk management policies and financial regulations

Qualifications

• Bachelor's degree in Business, Accounting, Finance, Economics, or a related field, or equivalent experience
• Minimum of 6 years’ experience in complex financial or accounting analysis, or 4 years with an advanced degree and progress toward CPA or CFA certification
• Proficiency with financial and accounting technologies
• Strong communication skills to effectively convey key financial concepts
• Experience in finance or accounting within financial services
• Advanced skills in Microsoft Excel for data analysis
• Knowledge of GAAP and financial compliance regulations

Preferred Skills and Experience

• Expertise in Microsoft Office Excel
• Familiarity with financial forecasting tools
• Progress toward or completion of CPA or CFA certifications
• Experience with financial modeling software
• Knowledge of SQL databases and Business Intelligence tools
• Experience with risk management platforms

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) and pension plan options
• Life insurance and parental benefits
• Adoption assistance
• Paid time off including holidays and volunteer hours
• Career path planning and continuing education opportunities
• Wellness programs supporting physical and emotional health

The organization is an equal opportunity employer and encourages applications from candidates who may not meet every qualification but bring valuable backgrounds and perspectives.