Overview
This Senior Financial Analyst position offers an opportunity to serve as a key analytical resource for a strategic client account. The role involves financial analysis, reporting, and strategic decision-making, partnering with cross-functional teams to drive cost optimization and process improvements. The analyst will transform complex data into actionable insights that influence business strategy and client satisfaction. Responsibilities include supporting quality initiatives, developing financial models, and creating reports for executive-level decisions.
Responsibilities
- Conduct complex financial analysis and modeling using statistical tools to support forecasting, trend analysis, and performance evaluation
- Develop and deliver regular and ad-hoc reporting deliverables, including client-ready presentations, dashboards, graphs, and executive summaries
- Partner with cross-functional teams on Six Sigma projects and continuous improvement initiatives to identify cost-saving opportunities and operational efficiencies
- Perform detailed variation analysis and investigate financial discrepancies, providing recommendations for optimization strategies
- Collaborate with team members to streamline reporting processes through automation while maintaining data integrity and accuracy
- Maintain and leverage team SharePoint sites for data collection, documentation, and communication
- Provide exceptional customer service to internal stakeholders and client contacts, handling sensitive financial information with discretion
- Support offshore teams and oversee completion of deliverables
Required Qualifications
- Bachelor's degree in Accounting, Finance, or related business field
- Minimum of 3 years of progressive experience in financial analysis, accounting, or related analytical role
- Proficiency in Microsoft Excel (advanced functions including pivot tables, VLOOKUP, macros), PowerPoint, Word, and Outlook
- Strong foundation in accounting principles with ability to analyze financial data and identify trends, discrepancies, and improvement opportunities
- Ability to streamline work processes and provide training to teams as needed
- Ability to support leadership on an ad hoc basis, managing time-sensitive requests effectively
- Excellent written and verbal communication skills with ability to present complex financial information clearly to diverse audiences
- Proven organizational skills to manage multiple priorities, meet deadlines, and adapt in a fast-paced environment
- Track record of maintaining confidentiality and exercising sound judgment when handling sensitive financial information
Preferred Qualifications
- Experience with computer-based accounting applications, particularly JD Edwards or similar ERP platforms
- Background supporting Six Sigma, Lean, or other continuous improvement methodologies and quality initiatives
- Knowledge of statistical analysis tools and techniques for data modeling and forecasting
- Experience creating automated reporting solutions and developing efficient data management processes
- Familiarity with SharePoint or similar collaboration platforms for document management and team coordination
- Previous experience in commercial real estate, property management, or corporate services environment
- Demonstrated ability to work collaboratively across functions and build strong working relationships with internal teams and external clients
Location