Sr. Financial Analyst

Overview

A financial services organization is seeking a Senior Financial Analyst to provide financial analysis and recommendations to management. This role supports decision-making and resource efficiency by delivering financial analysis, reporting, and modeling for core and ancillary products and services across multiple business units.

Responsibilities

• Forecast revenue and costs for assigned products and services on a periodic (monthly/quarterly) and ad hoc basis
• Consolidate the monthly financial forecast
• Compile monthly financial and management reports and assist with interpreting results
• Prepare monthly product P&Ls, analyzing actual results versus projections (month-over-month and year-over-year), trends, and ROI; identify variances and recommend corrective actions
• Perform monthly financial variance analysis and provide recommendations to reduce variances
• Conduct margin analysis, research, and projections
• Develop pricing analytics and improve price proposal templates
• Provide financial guidance to other departments for ROI creation, analyze key assumptions, and prepare executive summaries for management
• Update cost of capital assumptions periodically for ROI, NPV, and IRR calculations
• Maintain and update the standard ROI questionnaire
• Recommend opportunities to improve profitability, increase product value, and reduce costs
• Serve as finance representative on product launch teams as needed
• Develop and deliver finance training for non-financial personnel
• Prepare ad hoc reports as required
• Mentor Financial Analysts and accounting team members in financial data analysis and interpretation
• Train others on analyzing key performance indicators and budget variances

Requirements

• Bachelor’s degree in Finance or related field, or equivalent training and experience
• Minimum of 4 years of experience in financial analysis and complex modeling/data analysis
• Strong understanding of Generally Accepted Accounting Principles (GAAP) preferred

Compensation & Benefits

• Salary range: $75,800.00 - $96,700.00, adjusted based on experience and other job-related factors
• Competitive wages
• Medical insurance including telemedicine
• Dental and vision coverage
• Basic and optional life insurance
• Paid time off (PTO), including maternity, parental, and family care leave
• Community volunteer time off
• 12 paid holidays
• Company-paid disability insurance
• 401(k) plan with employer match
• Health Savings Accounts (HSA) with company contributions
• Flexible Spending Accounts (FSA)
• Supplemental insurance options
• Employee Assistance Program (EAP) for mental health and well-being
• Tuition reimbursement
• Wellness program

Benefits are subject to eligibility, waiting periods, contribution, and other conditions.

Location

This position supports a remote-first, flexible work environment.

Equal Opportunity

The employer is an Equal Opportunity Employer and complies with all applicable federal, state, and local laws prohibiting discrimination. Applicants are considered without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity or expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or any other protected status.

Additional Information

• This role is not eligible for sponsorship.
• Reasonable accommodations for individuals with disabilities are available upon request.