Senior Financial Analyst

Senior Financial Analyst

The Senior Financial Analyst will play a critical role in driving financial performance, supporting strategic decision-making, and executing value creation initiatives across the business. This position operates at the intersection of FP&A, operational finance, and private equity reporting, partnering closely with executive leadership and the PE sponsor to deliver actionable insights, enhance EBITDA, and support transactional readiness.

Key Responsibilities:

• Financial Planning & Analysis (FP&A)
• Private Equity Reporting & Stakeholder Management
• Performance Improvement & Value Creation
• Transaction & Capital Markets Support
• Financial Modeling & Data Analytics

Required Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field (CPA, CFA, or MBA preferred)
• 4–7+ years of experience in FP&A, investment banking, consulting, or private equity–backed companies
• Strong financial modeling and advanced Excel skills (experience with BI tools preferred)
• Proven experience building executive-level reporting and presentations
• Familiarity with GAAP and financial statement analysis

Preferred Qualifications:

• Analytical rigor – ability to translate complex data into actionable insights
• Business acumen – strong understanding of operational and financial drivers
• Executive communication – concise, board-ready reporting style
• Ownership mindset – proactive, results-oriented, with strong accountability
• Adaptability – thrives in a fast-paced, high-growth environment

What Success Looks Like:

• Consistently delivers accurate, insightful reporting with minimal supervision
• Drives measurable improvements in EBITDA and KPI performance
• Becomes a trusted financial partner to leadership and the PE sponsor
• Enhances forecasting accuracy and reduces reporting cycle time
• Plays a meaningful role in transaction execution and exit readiness

Reporting Structure:

• Reports to: Manager – FP&A
• Interfaces with: CFO, CEO, functional leaders, private equity sponsors, lenders, and external advisors

How AGDATA will support you:

• Supporting your health & well-being: You have the option to choose from three medical, two dental and two vision plans to ensure your elections are the best fit for you and your family including your domestic partner and their child(ren). Helping you save: you'll have access to a Health Savings Account with employer contributions as well as Health and Dependent Care Flexible Spending Accounts. Planning for the future: you can plan for the near and long term with AGDATA's 401(k) retirement savings plan with matching company contributions and our tuition reimbursement program. Ensuring all around well-being: you'll also get to enjoy access to ancillary benefits, Employee Assistance Programs including virtual counseling sessions, Pet Insurance, Ergonomic Assessments, and other discount programs that will help you and your family stay on track physically, socially, emotionally, and financially.
• Emphasizing work life balance: Paid time off is available to you and we also have competitive holiday options available including time off between Christmas and New Year's. The special perk here is that the entire organization is off at the same time. Offering flexibility: we understand, life happens. You can work from home and partner with your manager to flex your hours.
• Being comfortable in the office: Need or want to come into our brand-new office space? Free snacks and different types of drinks will be available for you to choose from. Offering a best-in-class onboarding experience: AGDATA invests heavily in our associates' training and development. Our Training team is fully dedicated to ensuring your onboarding will be successful and also focuses on the continued development of your soft and hard skills.
• Living an open-door environment: You'll have unparalleled visibility and communication with senior leadership across the organization. Each of our executive team members meets with our new hires during their first quarter! Supporting atmosphere encouraging positive feedback: Our Shout Out Program gives our associates the opportunity to give feedback at any time which will be shared and celebrated company-wide and may even be topped off with an award. Ensuring clear communication: Our monthly in-person and virtual town halls led by our CEO and other Leaders guarantee everyone stays up-to-date. We make sure to provide lunch so you can socialize and collaborate.