Senior Financial Analyst

Overview

A private equity-backed technology solutions provider is seeking a Senior Financial Analyst to join their Corporate FP&A team. This role involves analyzing financial data, interpreting key performance metrics, and providing data-driven insights to support decision-making and enhance financial performance across multiple legal entities, geographies, and recently acquired businesses. The Senior Financial Analyst will collaborate closely with functional stakeholders and deliver reports and recommendations to the CFO, Executive Leadership Team, and Board.

Responsibilities

Reporting and Close:

• Manage overhead cost centers and recurring deliverables, including monthly business reviews, Executive Leadership Team summaries, and flash reporting
• Consolidate results across business units, acquired entities, and international reporting units, including intercompany eliminations, foreign exchange translation, and proforma adjustments
• Analyze key metrics against forecast, budget, and prior year, and prepare variance narratives
• Reconcile source systems to the consolidation platform and independently resolve discrepancies
• Proactively identify and resolve potential analytical issues

Executive Reporting, Systems, and Automation:

• Develop executive and Board-level presentations and written narratives focused on business implications
• Utilize AI tools (e.g., Claude, Copilot, ChatGPT) to accelerate analysis and drafting with appropriate validation
• Redesign manual processes for scalability and efficiency
• Respond promptly to ad hoc leadership and sponsor requests with detailed support
• Work proficiently in corporate performance management platforms (OneStream preferred) handling data loads, dimensions, scenarios, and reporting
• Extract and analyze general ledger and transactional data from ERP systems (Microsoft Dynamics 365 preferred)

Forecasting, Budgeting, and Planning:

• Support end-to-end annual budget and monthly forecast cycles, including template preparation, consolidation, and executive sign-off
• Build and maintain driver-based models covering revenue, gross profit, headcount, and operating expenses
• Manage planning scenarios and rate assumptions
• Own headcount planning inputs such as requisition tracking, cost-per-head assumptions, hiring phasing, and reconciliation to HR systems

Analysis and Business Partnering:

• Act as the primary finance partner to functional leadership, providing financial insights that influence business decisions
• Translate bookings into recognized gross profit using conversion methodologies and quantify supply constraints, lead time, and mix effects
• Perform SG&A analysis at the general ledger and vendor level, synthesizing insights independently
• Support integration analytics for acquired entities, including chart of accounts mapping and comparability adjustments
• Assess spend classification between capitalizable costs (capex) and operating expenses (opex), advising on impacts to P&L and cash flow

Required Skills and Experience

• Advanced Excel skills with demonstrated financial modeling and large data set analysis capabilities
• Hands-on experience with financial planning and consolidation systems; OneStream strongly preferred
• Proficiency in PowerPoint, including preparation of Board and executive-level presentations
• Experience building dashboards, reports, and KPIs using Power BI or equivalent BI tools
• Ability to translate complex, large data sets into clear visual reports for stakeholders at all levels
• Proven track record delivering recurring presentations on financial trends and opportunities to leadership and business stakeholders
• Strong written communication skills, capable of drafting variance commentary and executive narratives with minimal editing
• Working knowledge of US GAAP as applied to revenue presentation, gross versus net reporting, and consolidation
• Comfortable operating in a multi-entity environment with incomplete data, shifting structures, and compressed timelines

Preferred Qualifications

• Professional certification such as CPA, CMA, or CFA, or an MBA
• Experience with financial planning platforms such as OneStream, Adaptive, or Hyperion
• Experience with ERP systems such as Microsoft Dynamics 365, SAP, Oracle, or Great Plains
• Proficiency in SQL or Power Query for querying and transforming data sets
• Experience with revenue recognition principles and margin economics
• Exposure to AI-driven forecasting tools or predictive analytics platforms

Education and Experience

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline
• 5-7 years of progressive experience in FP&A, corporate finance, investment banking, transaction services, or a comparable analytical role
• MBA, CPA, CFA, or recognized financial modeling or data analytics certification is a plus

Compensation and Benefits

Details regarding compensation and benefits are not specified in the job description.

Location

Location details are not specified in the job description.

This role offers the opportunity to contribute to financial planning and analysis within a dynamic, multi-entity technology solutions environment, supporting strategic decision-making at the highest levels of leadership.