Overview
This role is for a Senior Financial Analyst within the FP&A department, focused on enterprise reporting, financial analysis, planning, and data management. The position supports a department that has implemented Anaplan and needs strong resources to use the tool effectively and help drive future capabilities.
Responsibilities
- Enterprise reporting: Prepare and distribute accurate, timely financial reports and dashboards, highlighting key insights and trends for C-Suite (including CEO), Board of Directors, and Private Equity Owners
- Financial analysis: Perform in-depth analysis, including variance analysis, trend analysis, and profitability analysis, to support strategic decision-making and performance evaluation (primary focus on COGS, including variances between volume/rate/mix)
- Planning: Lead the development and maintenance of annual budgets and forecasts, partnering with business stakeholders to align with strategic goals and objectives
- Data management: Collaborate with technical resources to maintain and update financial models and databases, ensuring data accuracy and integrity; use financial tools such as Anaplan to streamline data processes and enhance reporting and planning capabilities (with special consideration for candidates who can implement projects alongside technical resources)
- Financial performance tracking: Monitor key financial metrics and KPIs, identify improvement opportunities and potential risks, and provide recommendations for corrective actions
- Ad hoc analysis: Respond to requests for financial analysis and support from management and other stakeholders with insightful, actionable recommendations
- Collaboration and communication: Work with cross-functional teams (Lines of Business, Treasury, Accounting, and Operations) to communicate timelines, gather deliverables, and provide enterprise-level context for financials
- Continuous improvement: Use available windows to improve automation of monthly reporting and analytical processes
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- Minimum of 4 years of relevant work experience
- Strong analytical and quantitative skills to interpret complex financial data and draw meaningful conclusions
- Proficiency in financial modeling and analysis techniques, including experience with Excel, Anaplan, or similar financial software
- Strong attention to detail and accuracy, with the ability to deliver high-quality work under tight deadlines
- Effective communication and presentation skills, able to clearly and persuasively convey financial information to diverse audiences
- Proven ability to work independently and collaboratively in a fast-paced environment, managing multiple priorities with strong accountability
Preferred Qualifications
- Advanced degree or professional certification (e.g., CFA, CPA)
- Prior experience in financial analysis, reporting, or planning roles
- Familiarity with Anaplan or other financial tools
Physical Requirements
- May be in a stationary position for a considerable time (sitting and/or standing)
- Constantly operate a computer
- Must be able to collaborate with colleagues via face-to-face, conference calls, and online meetings
- Must be capable of sitting, standing, and walking for extended periods of time
Compensation & Benefits
Location
Remote (this job may be performed in any state in the U.S.)
Application Deadline
The application window for this position is anticipated to close on October9, 2026. Applications are encouraged as soon as possible. The posting may be available past this date but is not guaranteed.