Senior Collections Financial Analyst

Senior Collections Financial Analyst

The Senior Financial Analyst provides strategic financial analysis, performance reporting, and data-driven insights to support Credit & Collections operations, driving improved cash flow, operational efficiency, and informed decision-making across the organization.

Financial Analysis, Modeling & Insights: Perform in depth financial and operational analysis to support Credit & Collections strategy and decision making. Build and maintain advanced financial and data models using Excel (including the Financial Analysis Data Pack) to analyze trends, identify risks and opportunities, and assess the financial impact of initiatives, acquisitions, and operational changes.

KPI Development, Reporting & Performance Management: Develop, manage, and enhance key performance indicators (KPIs) and performance dashboards, including DSO, cash collections, past due balances, and productivity metrics. Ensure accuracy, consistency, and transparency of reporting to support leadership, team performance management, and executive decision making.

Planning, Forecasting & Budget Support: Support the development, analysis, and ongoing management of forecasts, annual plans, and budgets for Credit & Collections. Analyze actuals versus plan, identify variances, and provide actionable recommendations to improve forecast accuracy and operational outcomes.

Data Management, Systems & Analytics Platforms: Manage and integrate data across multiple enterprise and analytics platforms (including SAP, Salesforce, Power BI, Tableau, Sigma, Planful, and related systems). Partner with IT and business stakeholders to ensure data integrity, effective system usage, and scalable reporting solutions. Perform data validation, reconciliation, and governance activities.

Process Improvement & Project Support: Lead or support process improvement initiatives and cross functional projects aimed at increasing efficiency, effectiveness, and cash performance within the Credit & Collections environment. Apply analytical insight to identify root causes, propose solutions, and track improvements over time.

Training, Development & Knowledge Sharing: Develop and deliver training for new and existing staff on KPIs, reporting tools, analytics platforms, and performance interpretation. Partner with the departmental Systems Analyst to support functional and cross functional training efforts and drive consistent adoption of tools and best practices.

Ad Hoc Analysis & Special Assignments: Perform special projects, one off analyses, and leadership requests as assigned. Respond quickly to emerging business needs with high quality analysis and clear communication.

Education and Qualifications: Required Education and Experience: Bachelor's degree in Finance, Accounting, Economics, Information Technology, or a closely related field. 5+ years of progressively responsible experience in financial analysis, analytics, or business intelligence roles, preferably within Credit & Collections, Accounts Receivable, Order to Cash, or Finance operations. Construction or manufacturing accounting experience preferred. Demonstrated experience building financial and data models in Excel, including complex analytical, forecasting, and scenario based models. Experience working in multi system enterprise environments, integrating data from financial, operational, and CRM platforms. Experience supporting planning, forecasting, budgeting, and KPI performance management processes. Prior experience supporting or participating in process improvement initiatives, system implementations, or business transformations preferred. Experience supporting acquired business integration or large scale projects is a plus.

Required Skills and Abilities: Strong financial acumen with expertise in financial analysis, modeling, forecasting, and variance analysis. Advanced proficiency in Microsoft Excel (financial models, pivot tables, Power Query; some VBA preferred). Experience using enterprise systems and analytics platforms, including SAP, Salesforce, Power BI, Tableau, Sigma, and planning tools such as Planful. Ability to develop, maintain, and interpret KPIs and operational metrics (e.g., DSO, cash collections, past due balances, productivity metrics). Strong analytical and problem solving skills with the ability to translate complex data into clear, actionable insights. Ability to partner effectively with stakeholders at all levels of the organization, including senior leadership. Strong verbal and written communication skills with the ability to present findings clearly and professionally. Proven ability to manage multiple priorities, deadlines, and ad hoc requests in a fast paced environment. Demonstrated leadership mindset with a focus on continuous improvement, efficiency, and operational excellence. High degree of integrity, ownership, and attention to detail.

Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds occasionally (e.g., files, documents, small office equipment). Ability to participate in virtual meetings and occasional in-person collaboration. Work environment is primarily indoors in a climate-controlled office setting. May require occasional travel (<5%) for team meetings, customer and or site visits.

Work Environment: This position operates in a professional office environment with the flexibility for hybrid or remote work, depending on business needs. The role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. Occasional in-person meetings or travel to branch locations may be required for collaboration, training, or performance reviews.