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.