Senior Financial Analyst

Senior Financial Analyst
Scottsdale, AZ
Pay: $61.00 - $66.00
26-05735
Job Summary

The Senior Financial Analyst is responsible for delivering financial analysis, forecasting, reporting, and strategic insights that support business performance and decision-making. This role partners closely with finance leadership and cross-functional stakeholders to evaluate financial results, identify trends, develop forecasts, and support strategic initiatives. The ideal candidate possesses strong financial planning and modeling expertise, advanced analytical capabilities, exceptional communication skills, and the ability to translate complex financial data into actionable business insights.

Job Responsibilities

• Support and lead annual budgeting, quarterly forecasting, and long-range planning processes.
• Develop, maintain, and enhance financial models for revenue, expenses, profitability, and key business drivers.
• Analyze financial results, identify variances, and provide recommendations to improve performance.
• Prepare recurring and ad hoc financial reports, dashboards, and executive summaries.
• Partner with business leaders to support operational and strategic decision-making.
• Provide insights on cost management, revenue optimization, and operational efficiency initiatives.
• Support resource planning, investment analysis, and cost optimization efforts.
• Translate financial data into meaningful business insights for both financial and non-financial stakeholders.
• Conduct scenario planning, sensitivity analysis, and business case evaluations for key initiatives.
• Support strategic projects, including new product launches, pricing initiatives, and process improvement efforts.
• Evaluate financial outcomes against forecasts and business objectives.
• Assist with long-term strategic planning and financial outlook development.
• Produce accurate and timely financial reporting packages.
• Ensure data integrity and consistency across financial systems, reports, and forecasts.
• Improve reporting processes and identify opportunities for automation and efficiency.
• Utilize financial systems and data visualization tools to enhance reporting and analytical capabilities.
• Partner with Accounting to ensure alignment between actual results, forecasts, and financial plans.
• Support the implementation of new financial tools, reporting solutions, and best practices.

Job Requirements

• Bachelor's degree in Business, Finance, Accounting, Economics, or a related field.
• Minimum of 5 years of experience in financial planning and analysis, financial analysis, corporate finance, or a related field.
• Strong financial planning, forecasting, and financial modeling expertise.
• Advanced Microsoft Excel proficiency, including complex formulas, forecasting models, pivot tables, and financial analysis.
• Strong analytical and problem-solving skills.
• Excellent verbal, written, and executive communication skills.
• Ability to synthesize complex financial information into actionable business recommendations.
• Experience working with financial planning and reporting tools.
• Experience using Workday, Adaptive Planning, Power BI, or similar financial systems.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Strong attention to detail and commitment to accuracy.
• Financial services industry experience preferred.

Education

• Bachelor's degree in Business, Finance, Accounting, Economics, or a related field required.
• MBA, CFA, CPA, or progress toward a professional certification preferred.

Work Experience

• 4-7+ years of experience in FP&A, financial analysis, corporate finance, or a related discipline.
• Experience supporting business units, operational leaders, or revenue-generating functions preferred.
• Experience developing financial models, forecasts, budgets, and executive-level reporting.
• Experience with financial systems such as Workday, Adaptive Planning, SAP, Oracle, Hyperion, Anaplan, or similar platforms preferred.
• Experience with Power BI, Tableau, or other data visualization tools preferred.
• Financial services industry experience preferred.

About Equiliem

Equiliem believes in empowering success. It's our job to cultivate relationships that connect people and employers in a way that is inclusive, intelligent, and allows both to thrive.

Across the U.S., leading companies in healthcare, government, engineering, manufacturing, professional services, and energy rely on us for their workforce solutions. Our recruiting and HR services include contract and direct hire staffing, Payrolling/EOR, Independent Contractor Compliance, and Managed Services.

For almost 30 years, we've helped shape our industry. Today, we continue to research, ask questions, and continuously enhance the candidate journey and client experience.

Benefits

We offer a comprehensive benefits package to our employees, which includes:

• Medical Insurance
• Vision & Dental Insurance
• Life Insurance
• Matching 401(k)
• Commuter Benefits
• Employee Discounts & Rewards
• Payroll Payment Options

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Equiliem is an equal opportunity employer. We do not discriminate or allow discrimination based on race, color, religion, creed, sex, age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Equiliem will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [emailprotected] or View phone number on click.appcast.io.