Sr. Financial Analyst (Remote)

Overview

The Senior Financial Analyst supports the corporate FP&A team’s financial modeling, budgeting, forecasting, and reporting activities. The role focuses on building and maintaining analytical models that support board, sponsor, and lender reporting.

This is a highly analytical, modeling-intensive position requiring advanced Excel and financial modeling skills, along with strong slide and presentation development capabilities.

Responsibilities

Financial Modeling

• Build, maintain, and enhance complex financial models, including the organization’s long-range model, annual budget, and periodic forecast updates.
• Develop scenario, sensitivity, and return analyses to evaluate strategic initiatives and capital allocation decisions.
• Develop and maintain driver-based KPI and key metric analysis, including net retention, unit economics, and rent-related metrics, to support business performance monitoring and decision-making.
• Own continued improvement of modeling templates and methodology across the corporate FP&A team.

Board, Sponsor, and Lender Materials

• Support development of board of directors decks and other executive-level presentations for the organization’s private equity sponsor group and executive leadership.
• Assist in preparing quarterly lender reporting packages and other supporting materials.
• Respond to follow-up requests from the private equity sponsor group and syndicated lender group.
• Translate financial results and forecasts into clear, well-organized materials for senior audiences.

Budgeting, Forecasting, and Variance Analysis

• Partner with financial leadership on the annual budget process and periodic forecast updates, consolidating inputs across business segments and corporate functions.
• Analyze actual results against budget and forecast, identify key drivers of performance, and prepare variance commentary for management review.

Cross-Functional and Process Support

• Support special projects as assigned, working closely with Accounting, Treasury, and Business Unit CFO teams.
• Identify opportunities to streamline modeling templates, reporting processes, and data workflows across corporate FP&A.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 5–8 years of relevant experience in FP&A, investment banking, corporate development, or a related financial analysis function, with a strong, demonstrated track record of hands-on financial modeling.
• Advanced, hands-on financial modeling skills including three-statement models, long-range (5+ year) models, DCF, and scenario and sensitivity analysis built from scratch and free of material errors. This is the core skill set for the role.
• Demonstrated ability to audit, troubleshoot, and improve the accuracy, efficiency, and flexibility of existing financial models.
• Experience creating board-level or comparable executive presentations and slide decks.
• Expert-level Excel skills.
• Strong PowerPoint skills for board- and executive-level materials.
• Strong analytical and problem-solving skills with high attention to detail and accuracy.
• Self-starter who can manage multiple deliverables and meet strict deadlines with minimal supervision.

Preferred Qualifications

• Other modeling experience is preferred but not required, including LTV/CAC, free cash flow (FCF), bookings-to-revenue, and gross profit analysis.
• Experience with M&A models.
• Experience supporting a private equity-backed company.
• Experience with credit or lender reporting.
• Familiarity with credit agreements, covenant reporting, or lender/rating agency dynamics.
• Spanish and/or Portuguese language skills.
• MBA, CFA, or CPA (a plus, but not required).

Compensation & Benefits

• Competitive base pay + annual bonus opportunity
• Medical, Dental, Vision, Disability, and Life insurance
• Self-Managed PTO, 8 paid holidays, paid maternity and parental leave benefits
• 401(k) retirement plan with 3% company match
• Training and growth opportunities

Location

Not specified.