Senior Financial Analyst

Overview

A growing water and wastewater treatment organization is seeking a Senior Financial Analyst to support both corporate Financial Planning & Analysis (FP&A) functions and private equity sponsor initiatives. This role involves financial modeling, M&A analysis, post-acquisition integration, budgeting, forecasting, variance analysis, and management reporting. The position reports directly to the CFO and works closely with the Director of Finance, company leadership, and the private equity sponsor team.

Responsibilities

Private Equity Support

• Develop and maintain complex financial models for evaluating M&A opportunities, including scenario and valuation analyses.
• Collaborate with deal and finance teams to manage due diligence, financial data requests, and ad-hoc analyses.
• Support post-acquisition financial transition and integration efforts to align financial objectives.

Corporate FP&A Support

• Partner with CFO and Director of Finance to deliver forecasting, budgeting, and variance analysis.
• Provide strategic insights and data-driven recommendations for operational and financial decision-making.
• Support monthly, quarterly, and annual financial reviews; develop management dashboards and performance metrics.
• Assist in post-acquisition FP&A integration, consolidating new entities into financial systems and reporting.
• Enhance financial models and tools to improve forecasting accuracy, cost tracking, and profitability analysis.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA preferred.
• Minimum 4 years of progressive experience in FP&A, investment banking, transaction advisory, or private equity.
• Advanced Excel modeling skills; experience with financial systems and business intelligence tools is a plus.
• Strong understanding of financial statements, valuation techniques, and M&A processes.
• Excellent analytical, communication, and presentation skills, capable of simplifying complex data for executives and investors.
• Proven ability to manage multiple projects and stakeholders in a fast-paced, high-growth environment.
• Experience in manufacturing, engineering, construction, or other project-based industries is highly desirable, especially with cost accounting, project forecasting, or operational finance exposure.

Compensation & Benefits

• Competitive salary
• Medical, dental, and vision insurance
• Short-term and long-term disability coverage
• Paid time off and 8 company-paid holidays
• 401(k) retirement plan
• Incentive compensation

Location

Details about the specific location were not provided.