Senior Financial Analyst

Job Duties

Core Responsibilities

Vena Administration and FP&A AI leader: Serve as the primary functional administrator for Vena—managing system architecture, template logic, data hierarchies, and AI applications and capabilities.

M&A Integration & Data Pipelines: Lead the financial integration of newly acquired entities; extract, transform, and audit raw operational data from PSA platforms and NetSuite into clean, actionable finance pipelines.

Ad-Hoc & New Reporting: Design, build, and automate custom management dashboards and financial reports within Vena and/or from NetSuite using AI/automated tools to support rapid executive decision-making.

Forecasting & Cash: Own both the rolling three-statement financial forecast and the tactical rolling 13-week cash flow model for short-term liquidity tracking and to drive long-term profitability and debt-service capacity.

Budgeting & Department Planning: Partner directly with department heads to build, consolidate, and monitor departmental budgets and the total company budget including addbacks.

Integrated Allocation Modeling: Own and embed complex professional services expense allocation logic directly into the automated annual budget and rolling forecast processes within Vena and across all reporting.

Strategic Plan (Strap) Modeling: Maintain and update the multi-year Strategic Plan (Strap) financial model to reflect long-term growth, utilization targets, and capital structures.

Earn-Out Tracking & Reporting: Own the standalone reporting, tracking, and metric calculation for post-acquisition earn-out structures to ensure precise calculation of performance-based payouts.

Sponsor & Lender Reporting: Prepare monthly, quarterly, and annual financial packages, EBITDA bridges, and covenant compliance certificates for presentation to our private equity investors and banking/debt partners.

Minimum Education Required

Education: Bachelor’s degree in Finance, Accounting, or a related analytical field.

Minimum Experience Required

Qualifications and Skills

Experience: 2 to 4 years of experience in corporate FP&A, ideally within a private equity-backed portfolio company, billable professional services firm, and/or high-growth environment.

Systems & Data Expertise: Hands-on experience administering CPM systems (including building templates and data structures) paired with a proven ability to extract and synthesize data from PSA platforms and ERP systems.

AI & Technical Savvy: Practical experience utilizing AI tools/agents to accelerate data extraction, model building, and reporting.

Project Accounting Expertise: Strong foundational understanding of project-based accounting principles, including tracking revenue recognition rules (e.g., Time & Materials, Fixed Fee/Milestones), monitoring project gross margins, and managing work-in-progress (WIP).

Financial Modeling: Expert-level mastery of Excel-based modeling (Vena's core engine), three-statement financial modeling, debt/covenant tracking, and M&A integration formulas.

Business Acuity: Deep understanding of professional services operational metrics (e.g., utilization, billable rates, backlog, realization), Adjusted EBITDA definitions, and cost allocation methodologies.

Self-Starter Mindset: Proven ability to work independently, proactively troubleshoot complex data issues, and establish scalable processes with minimal guidance. Self-motivated and adaptable, with the ability to thrive in fast-paced, mission-driven environments.

Shift

First (Day)

Number of Openings

1

Public Transportation Accessible

Yes

Physical Required

No

Drug Test Required

No

Compensation

$75,000.00 - $90,000.00 / Annually

Postal Code

55402

Job Type

Full Time

Place of Work

Hybrid

Requisition ID

73018

Job Benefits

Benefits offered:

Hybrid Work Schedule

Health Insurance

HSA

Dental Insurance

STD and LTD

Life Insurance

401(k)

FSA

Dependent Care Assistance

FMLA

Parental Leave

8 hours of Community Day