Sr. Financial Analyst

Senior Financial Analyst

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: Lead capital planning, forecasting, and investment analysis processes.
• Develop and maintain financial models supporting capital allocation, balance sheet optimization, and long-range planning.
• Deliver recurring and ad hoc reporting on capital expenditures, balance sheet performance, and key financial metrics.
• Analyze balance sheet trends, risks, and opportunities, providing actionable recommendations to leadership.
• Work as a strategic partner as we explore opportunities to reduce our capital expenses within our run the business expenses
• Support the Total Cost of Labor (TCOL) planning process, including forecasting, reporting, variance analysis, and scenario modeling. Identify opportunities to improve financial processes, reporting capabilities, and analytical insights.
• Partner within FP&A team to prepare executive-level presentations and communicate financial results, risks, and recommendations to senior leadership.