Senior Financial Analyst

Overview

The organization is seeking a Sr. Financial Analyst, Strategic Finance to join the Strategic Finance team. This role supports leadership in making better, faster business decisions through data-driven insights, financial modeling, and strategic analysis. Responsibilities include collaborating with senior leaders to develop KPIs, build short-term and long-term strategic plans, and translate plans into measurable financial goals.

Responsibilities

Advanced Business Performance Reporting, Insights & AI Enabled Analytics

• Analyze business performance across revenue, cost, margin, productivity, customer, product, and operational metrics.
• Identify key trends, variances, risks, and opportunities, and clearly communicate the “so what” behind the numbers.
• Build forward-looking metrics to provide early warning signs on performance versus plan.
• Leverage AI tools and advanced analytics to accelerate insight generation, uncover patterns, improve forecasting accuracy, and support decision-making.
• Develop dashboards, reporting frameworks, and insight-driven narratives for faster, more informed leadership decisions.
• Partner with Data, Business Intelligence, and Technology teams to improve data quality, automate recurring analysis, and scale self-service insights.

Executive Communication & Storytelling

• Develop clear, concise presentations and insights for senior leadership.
• Influence decisions using visual storytelling with data by connecting financial results to business context, AI-enabled insights, and strategic implications.
• Support leadership discussions by preparing analyses, briefing materials, and recommendations that enhance opportunity and reduce risk.
• Clearly explain assumptions, limitations, and confidence levels behind financial models, AI-generated outputs, and business recommendations.

Strategic Business Partnership

• Partner with business leaders across functions to understand strategic priorities, performance drivers, risks, and opportunities.
• Provide financial insights that guide business planning, investment decisions, and resource allocation.
• Use financial, operational, market, and AI-enabled analysis to identify business opportunities, risks, and performance trends.
• Support strategic initiatives by developing financial models, business cases, scenario analyses, and actionable recommendations.
• Translate complex financial, operational, and AI-generated insights into clear recommendations for executive and cross-functional audiences.

Decision Support & Business Cases

• Prepare business cases for strategic initiatives, new investments, product opportunities, partnerships, and operational changes.
• Evaluate ROI, payback, margin impact, risk, and strategic alignment of proposed initiatives.
• Use AI-enabled research and modeling tools to support market analysis, competitive benchmarking, pricing insights, and investment evaluation.
• Provide recommendations that balance financial discipline with business growth objectives.
• Partner with teams to define success metrics and track outcomes after decisions are made.

Planning, Forecasting & Scenario Analysis

• Support annual planning, forecasting, and long-range planning processes, focusing on business drivers and strategic assumptions.
• Build and maintain financial models for growth opportunities, investment trade-offs, pricing decisions, headcount planning, and operational efficiency.
• Apply AI-enabled forecasting, sensitivity analysis, and predictive modeling techniques to enhance planning accuracy and scenario development.
• Pressure-test assumptions with stakeholders and evaluate different business scenarios.
• Improve planning processes by making them more driver-based, automated, forward-looking, and decision-oriented.

Requirements

• Bachelor’s Degree in a quantitative field (Finance, Accounting, Economics, Data Analytics)
• 5+ years of Finance, FP&A, Strategic Finance, Business Operations, Consulting, Investment Banking or related analytical roles
• Experience with AI-enabled productivity or analytics tools such as Claude, ChatGPT, Gemini, Tableau AI, Power BI Copilot, Anaplan, Adaptive Planning, or similar platforms
• Strong financial modeling, forecasting, and business case development skills
• Strong technical fundamentals, including:
  • Spreadsheets (e.g., Google Sheets, MS Excel)
  • Exposure to planning tools (Adaptive Insights, Anaplan etc.)
  • Exposure to data/finance systems (SAP)
• Ability to present complex quantitative data in a simple, intuitive format and communicate clearly to non-technical stakeholders
• Experience in developing requirements and formulating business metrics for reporting

Preferred Qualifications

• Not specified

Compensation & Benefits

• US pay range: $100k – $115k annual base salary for external candidates with the appropriate level of experience
• Corporate bonus will also be offered as part of this role
• Final annual base salary offered will be based on location and experience level, and could be less for internal applicants depending upon experience
• Hybrid work arrangements
• Competitive paid time off programs
• Comprehensive commercial medical insurance coverage
• Competitive compensation with corporate bonus program & uncapped commission for quota-carrying Sales
• Retirement planning options

Location

• United States (US pay range provided)

Equal Opportunity Statement

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.

Application Window

• Job application window for this role is 30 days from the posting date.