Overview
A leading technology services organization is seeking a Senior Financial Analyst to act as a strategic business partner within their Services division. This role focuses on delivering forward-looking financial insights and partnering with operational leadership to drive profitability, improve decision-making, and support long-term planning.
Responsibilities
- Serve as the primary finance partner to services leadership, providing financial guidance that influences business decisions.
- Translate financial data into actionable insights for operational stakeholders, including executives.
- Support deal economics, margin analysis, and pricing decisions in collaboration with Sales and Services teams.
- Build trusted relationships with business unit leaders to embed financial thinking into daily operations.
- Own monthly and long-range forecasting for assigned business areas using driver-based assumptions.
- Lead the annual budgeting process, developing bottoms-up builds and managing approval cycles.
- Conduct scenario and "what-if" analyses to support strategic decisions and planning.
- Continuously improve financial models with dynamic inputs reflecting current business conditions.
- Review and maintain headcount forecasts aligned with operational plans.
- Prepare and publish monthly variance analyses against budget, forecast, and prior year with clear narratives.
- Identify financial and operational performance trends and proactively communicate findings to leadership.
- Design and maintain executive-ready presentations and ad hoc analyses for leadership reviews.
- Track and report on KPIs and operational metrics, translating results into actionable feedback.
- Own financial analytics for the business unit, designing and evolving dashboards and reporting infrastructure.
- Build and maintain Power BI dashboards delivering real-time insights on revenue, margin, forecast accuracy, and performance.
- Leverage AI-assisted tools to accelerate analysis, detect anomalies, and generate insights from complex data.
- Automate recurring financial reports and manual processes to shift focus toward interpretation and strategic support.
- Standardize KPI frameworks and financial data definitions to ensure consistency and integrity.
- Serve as a thought leader on analytics best practices, modern tools, and AI's role in financial planning.
- Collaborate with IT and data owners to improve data quality and expand analytical capabilities.
Requirements
- Bachelor's degree or higher in Finance, Economics, Accounting, or related field.
- Minimum 4 years of experience in financial analysis, FP&A, or commercial finance.
- Advanced Excel skills including financial modeling, pivot tables, and complex formulas.
- Hands-on experience building Power BI dashboards from scratch.
- Working knowledge of AI-assisted tools such as CoPilot, Claude, ChatGPT, with eagerness to expand expertise.
- Proven ability to build driver-based financial models and conduct scenario analyses.
- Strong business partnering skills; comfortable presenting to and influencing operational leaders and executives.
- Ability to translate complex financial data into clear narratives for non-finance audiences.
- High bias for action, strong ownership mindset, and ability to work independently in a fast-paced environment.
- Proactive and curious, with a problem-solving approach to data or process gaps.
Preferred Qualifications
- Professional certification such as CPA, CMA, or CFA, or an MBA.
- Experience in technology, managed services, or professional services industries.
- Familiarity with financial planning platforms like OneStream, Adaptive, or Hyperion.
- Experience with ERP systems such as D365, SAP, Oracle, or Great Plains.
- Proficiency in SQL or Power Query for data querying and transformation.
- Knowledge of revenue recognition principles and services margin economics.
- Exposure to AI-driven forecasting tools or predictive analytics platforms.
Compensation & Benefits
Details regarding compensation and benefits will be provided during the interview process.
Location
This position's location details are not specified.
Applications are accepted on a rolling basis. The organization is an Equal Opportunity Employer committed to diversity and inclusion, encouraging candidates from all backgrounds to apply. Reasonable accommodations are available for candidates with disabilities throughout the hiring process.