Sr. Financial Analyst (FP&A)

Senior Financial Analyst

As a Senior Financial Analyst, you will lead and oversee financial analysis, forecasting, and reporting activities, providing strategic insights and recommendations to support executive decision-making within an organization.

Responsibilities:

• Serves as an analytic resource for assigned systems, products, or business units by providing advanced support
• Recommends improvements to current procedures, plans, and controls to achieve financial objectives, and assists in implementing recommended enhancements
• Generates pricing, profitability reports, or other documentation as needed
• May provide oversight for the work group through knowledge in the area of specialization
• Management of Rate Card Update Process to include loading new rate cards, changing existing loads and inactivating expired rate cards
• Gather data, analyze and produce reports on vendor rate card assignments
• Improvement of existing and development of new rate card production and management tools
• Manage rate card mass market updates
• Provide assistance with monthly new business volume reporting process
• Analyze rate card and special quote pricing request, utilizing existing pricing tools
• Complete other assigned task within BC FP&A/Pricing functions on as needed basis
• Trend reporting preparation
• Data Analysis - Sources, compiles, and interprets data
• Performs complex data analysis, effectively communicating and directing analysis output
• Reporting - Produces reports based on data analysis, company trends, and financial processes
• Conveys patterns, problems, and areas of improvement
• Conducts other internal reporting projects as needed
• May develop process enhancements based on reporting
• Operational Support - Provides advanced support to management, associates, and other key groups via analysis output and financial expertise
• Directs information and process updates across systems
• Serves as an analytics resource to wider organization or business units, offering guidance and participating in strategic initiatives
• May prepare documentation, presentations, or other materials for business purposes
• Financial Support - Tracks performance across assigned systems, products, or business units, and identifies issues limiting potential gains
• Assists management in implementing recommended changes, and in ensuring compliance

Qualifications:

• Bachelor's Degree and 6 years of experience in Finance or Analytics OR High School Diploma or GED and 10 years of experience in Finance or Analytics
• Able to explain complex financial modeling analysis to a broad cross functional audience
• Ability to speak persuasively and with credibility
• Superior project management, organizational and time management skills

Key Responsibilities:

• Financial Analysis & Performance Management
• FP&A Reporting & Enablement
• Operational & Strategic Support

Skills: - Preferred Experience

• Experience in financial services or a regulated business environment
• Business intelligence and data visualization experience (e.g., Power BI, Tableau, or similar tools)
• Advanced Excel and financial modeling skills
• Experience owning enterprise level FP&A reporting, forecasting, or planning processes
• Strong analytical and financial modeling capabilities with sound business judgment
• Proven ability to independently manage complex analyses and competing priorities
• Ability to communicate financial insights clearly and persuasively to senior, non‐financial audiences
• Strong organizational, project management, and stakeholder management skills

Keywords: Education: - Bachelor's degree with typically 3-5 years of experience in FP&A, Finance, or Analytics