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 clear, 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 annualized 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 reflected 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.