Overview
This role is for a Senior Financial Analyst specializing in Strategic Finance and Financial Modeling. Reporting to the VP of Finance, the position is a high-impact individual contributor role focused on delivering investment-banking-quality financial analysis, modeling, and strategic decision support. The analyst will build and maintain driver-based financial models, evaluate business cases and investment opportunities, and translate complex data into clear recommendations for senior leadership.
Responsibilities
- Build and maintain dynamic financial models to support forecasting, scenario analysis, valuation, ROI, and capital allocation decisions.
- Develop business cases for growth initiatives, new products, partnerships, pricing decisions, cost actions, and other strategic investments.
- Prepare executive-ready analyses, investment memos, and presentation materials for senior leadership in partnership with the VP of Finance.
- Translate ambiguous business questions into clear analytical frameworks, operating assumptions, sensitivities, and recommendations.
- Maintain driver-based models covering revenue, margin, operating expenses, headcount, working capital, and cash flow.
- Perform variance analysis, profitability analysis, unit economics, KPI tracking, and sensitivity analysis to identify risks and opportunities.
- Support M&A and corporate development analyses including valuation, diligence support, synergy assessment, and integration modeling as needed.
- Collaborate with Accounting, FP&A, Data/Analytics, and business leaders to ensure model inputs are accurate, reconciled, and actionable.
- Improve financial reporting packages, dashboards, and recurring management views to increase visibility into performance drivers.
- Establish model governance, documentation, quality assurance checks, and version control to ensure accuracy, repeatability, and auditability.
- Lead ad hoc strategic finance projects and analyses as requested by the VP of Finance or senior leadership.
- Translate complex data into actionable insights that influence business decisions.
- Build predictive models and scenario analyses to guide strategic planning.
- Identify and implement opportunities to automate manual financial processes.
- Leverage data tools such as dashboards, scripting, and AI tools to improve speed and accuracy of insights.
- Shift analysis focus from historical reporting to trend identification and forward projections.
- Act as a strategic advisor to business leaders by proactively identifying risks and opportunities and challenging assumptions using data.
Required Skills and Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field; MBA, CFA, or CPA is a plus.
- Minimum of 4 years of relevant experience in FP&A, strategic finance, investment banking, corporate development, transaction advisory, consulting, or similar analytical roles.
- Advanced Excel and financial modeling skills, including building fully linked models with scenarios, sensitivities, and clear output summaries.
- Experience building complex financial models from scratch and producing executive-ready presentation materials.
- Strong business judgment with the ability to connect model outputs to practical recommendations and decisions.
- Clear communication skills to explain assumptions, trade-offs, and implications to both finance and non-finance leaders.
- High ownership, intellectual curiosity, and ability to manage multiple projects independently in a fast-paced environment.
- Advanced analytical and problem-solving skills with the ability to synthesize large datasets.
- Experience building models that support predictive insights and business decision-making.
- Strong data storytelling skills to translate analytics into clear business recommendations.
- Comfort with ambiguity and using data to shape direction rather than just validate it.
- Proficiency with planning, ERP, BI, or data tools such as Adaptive, Anaplan, Oracle, SAP, NetSuite, Tableau, Power BI, or SQL is preferred.
- Experience partnering with senior leaders and working with imperfect data.
AI and Data Analytics Skills
- Ability to leverage AI and data analytics tools to accelerate financial analysis, model documentation, variance commentary, and process improvement while maintaining confidentiality and sound judgment.
- Interpret operational and financial data to identify patterns, test assumptions, and translate findings into actionable recommendations.
- Use automation and visualization tools to streamline workflows, improve reporting quality, and drive measurable business impact.
Compensation and Benefits
- The annual base salary range for this role is $100,000 to $120,000.
- Base compensation reflects factors including location, education, skills, certifications, and experience.
- Variable compensation may be applicable but is not included in the base salary figures.
Location and Eligibility
- Applicants must be authorized to work in the applicable location.
- Applications from outside the authorized regions will be removed after submission.
Equal Opportunity Statement
The employer is committed to building and maintaining a diverse workforce and considers all qualified applicants without discrimination based on race, color, national origin, ethnicity, ancestry, citizenship status, sex, gender identity or expression, religion, age, marital status, personal appearance, sexual orientation, family responsibilities, physical or mental disability, medical condition, pregnancy status, education, genetic information, political affiliation, military or veteran status, or other protected classifications under applicable laws.
Reasonable accommodations are available for applicants with disabilities or religious needs during the application process.