Sr. Financial Analyst

Sr. Financial Analyst

Required Qualifications:

• Education: Bachelor's degree
• 7 years : Financial Planning & Analysis (FP&A) expertise
• 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
• Knowledge of PeopleSoft General Ledger ecosystem
• Business Intelligence tools (Power BI preferred)
• Financial documentation, Maintain repository notes and insights
• Trend reporting preparation
• Data Analysis - Sources, compiles, and interprets data
• OneStream platform experience - desired (not required)
• Work in financial industry - desired (not required)
• Experience with Zoom AI

Duties:


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

Lead analysis of financial performance across functions, business segments, products, and channels, identifying key drivers, risks, and opportunities


Own variance analysis versus plan, forecast, and prior periods, developing clear explanations and implications


Translate complex financial results into concise, decision ready insights for senior stakeholders


Challenge assumptions, assess trade-offs, and provide recommendations to management

FP&A Reporting & Enablement

Own the structure, content, and evolution of core FP&A reporting packages used across the Finance organization


Ensure reporting accuracy, consistency, and relevance across all FP&A deliverables


Identify and lead enhancements to reporting processes, automation, and scalability


Partner with stakeholders to align reporting outputs with leadership needs

Operational & Strategic Support

Serve as a primary financial partner to business leaders and cross-functional teams


Prepare executive level presentations, dashboards, and materials for business reviews and planning discussions


Lead special analytical projects and continuous improvement initiatives within FP&A

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