Sr. Financial Analyst

The Senior Financial Analyst plays a critical role in supporting financial planning, forecasting, reporting, and operational decision-making for a $200 million private equity-backed services organization. This position serves as a key business partner to executive leadership and operational teams, delivering financial insights that drive revenue growth, margin expansion, cash flow improvement, and value creation.

The ideal candidate combines strong analytical and modeling capabilities with the ability to translate complex financial data into actionable business recommendations. This individual thrives in a fast-paced, performance-driven environment and possesses a continuous improvement mindset.

Key Responsibilities

Financial Planning & Analysis

• Lead monthly forecasting, annual budgeting, and long-range planning processes.
• Develop and maintain detailed financial models to support strategic initiatives and business decisions.
• Analyze financial performance against budget, forecast, and prior-year results.
• Prepare monthly management reporting packages and executive presentations.
• Identify trends, risks, and opportunities impacting business performance.

Business Performance Reporting

• Monitor and analyze key performance indicators (KPIs), including:
• Revenue growth
• EBITDA
• Gross margin
• Client profitability
• Utilization rates
• Labor efficiency
• Gross profit per employee
• Customer retention
• Cash flow performance
• Deliver timely and actionable reporting to senior leadership.
• Assist in establishing and refining operational performance metrics across business units.

Strategic Analysis

• Support mergers and acquisitions analysis, integration efforts, and due diligence activities.
• Conduct scenario modeling, sensitivity analyses, and business case development.
• Evaluate pricing strategies, customer profitability, and service line performance.
• Analyze investment opportunities and capital allocation decisions.
• Prepare presentations and materials for executive leadership, lenders, and private equity stakeholders.

Private Equity & Executive Reporting

• Assist with preparation of monthly board reporting packages.
• Support lender reporting and covenant monitoring.
• Develop financial analyses supporting value creation initiatives and strategic projects.
• Participate in quarterly business reviews and annual strategic planning sessions.

Cross-Functional Business Partnership

• Partner with operations, sales, HR, and department leaders to understand business drivers and identify improvement opportunities.
• Support workforce planning and labor analytics.
• Collaborate on initiatives related to growth, productivity, customer retention, and profitability improvement.
• Communicate financial insights clearly to non-financial stakeholders.

What will make you stand out:

• BI & Data Visualization: Hands-on experience building reports in platforms such as Power BI or Looker.
• AI Tool Adoption: Curiosity or practical experience leveraging AI tools (such as Claude) to accelerate financial analysis and reporting.
• ERP Experience: Familiarity with Sage Intacct or similar mid-market accounting systems.
• Continuous Improvement: Proven experience participating in or leading Kaizen and financial process improvement initiatives.
• PE Background: Prior experience tracking Value Creation Plans, commission plans, or operating within a private equity-backed organization.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3+ years of experience in financial analysis, FP&A, corporate finance, or strategic finance.
• Advanced financial modeling and analytical skills.
• Strong proficiency in Microsoft Excel, including complex formulas, pivot tables, and scenario modeling.
• Experience preparing budgets, forecasts, and management reporting packages.

For immediate consideration please apply.