Senior Financial Analyst, G&A

Overview

This role is an experienced individual contributor within Corporate Finance serving as a finance partner to functional leaders across the organization. Responsibilities include supporting planning, forecasting, reporting, and analysis of general and administrative (G&A) expenses—covering headcount, compensation, vendor spend, and functional initiatives. The Senior Financial Analyst helps leaders understand financial performance, evaluate resource allocation decisions, identify risks and opportunities, and translate operational plans into clear financial outcomes. The role also applies AI and automation to improve finance processes, reporting quality, and decision support.

Responsibilities

• Serve as a finance partner to assigned functional leaders by understanding operating priorities, cost drivers, resource needs, and financial commitments, including annual budgets and monthly forecasts (assumptions, templates, submissions, and consolidated outputs).
• Prepare monthly results, variance analyses, recurring management reports, dashboards, and concise commentary explaining G&A performance versus budget, forecast, and prior periods, including key operational drivers.
• Develop and maintain driver-based expense models for headcount, compensation, contractors, professional services, software licenses, facilities, travel, and other departmental costs.
• Own headcount planning and reporting for assigned functions, including requisitions, hiring phasing, vacancies, transfers, compensation assumptions, and reconciliation to HR and financial systems.
• Analyze vendor, contract, and initiative-level spend to support cost management, investment decisions, and business cases for new or changing programs, including assessment of capitalizable costs versus operating expenses and the related P&L and cash-flow impact.
• Partner with Accounting, Human Resources, and others to validate accruals, allocations, headcount, cost-center mappings, and functional results; reconcile source systems to consolidation and planning platforms; and independently resolve routine data, mapping, or classification differences.
• Use AI, workflow automation, and analytics tools to improve data preparation, reporting, forecasting, and recurring business-partner deliverables while following established controls.
• Identify and implement practical process improvements to increase the speed, consistency, and accuracy of G&A planning and reporting; support ad hoc analyses, functional initiatives, and recurring finance priorities as needed.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 5+ years of experience in corporate finance, financial planning and analysis, accounting, or a related finance discipline.
• Experience supporting G&A, operating expense, departmental, or cost-center budgeting, forecasting, and reporting.
• Demonstrated ability to partner with functional stakeholders, understand business needs, and translate operational activity into financial assumptions and insights.
• Solid understanding of financial statements, with the ability to analyze headcount, compensation, vendor, and other operating expense performance and clearly explain variances.
• Experience building and maintaining financial models, forecasts, management reports, and business cases with strong attention to detail.
• Experience using AI, automation, or analytics tools to improve finance processes, analysis, reporting, forecasting, or productivity.
• Strong proficiency in Microsoft Excel and PowerPoint, and familiarity with enterprise financial systems, planning platforms, HR systems, or business intelligence tools.
• Ability to manage multiple recurring deadlines, identify issues proactively, and work independently while maintaining effective cross-functional relationships.
• Clear written and verbal communication skills, including the ability to translate financial results into concise, actionable guidance for functional leaders.

Preferred Qualifications

• Exposure to a private equity–backed, technology, services, or multi-entity environment.
• Experience supporting one or more corporate functions such as Human Resources, Information Technology, Legal, Finance, Marketing, Operations, or Facilities.
• Familiarity with OneStream, Microsoft Dynamics 365, Power BI, UKG, or comparable ERP, planning, HR, consolidation, or business intelligence platforms.
• Familiarity with generative AI, Microsoft Copilot, Power Query, or comparable automation technologies used in finance.
• Progress toward, or interest in pursuing, a CPA, CMA, MBA, or other relevant finance, accounting, analytics, or automation credential.

Compensation & Benefits

• Not specified in the provided job description.

Location

• Not specified in the provided job description.