Job description

Job Summary: We are seeking a detail-oriented and strategic Senior Financial Analyst to join our FP&A team. In this role, you will play a key part in budgeting, forecasting, variance analysis, and financial modeling to help drive data-informed decisions across the business. This is a highly visible position that collaborates with cross-functional teams and senior leadership to support financial planning and long-term growth strategies. Key Responsibilities: • Lead the budgeting and forecasting processes for assigned departments or business units • Prepare monthly and quarterly financial reports with key insights, variance analysis, and performance trends • Build and maintain complex financial models to support strategic planning and decision-making • Partner with department leaders to analyze costs, evaluate initiatives, and identify areas for improvement • Support executive reporting, board materials, and ad hoc analysis as needed • Ensure accuracy of financial data by working closely with accounting and operational teams • Drive process improvements and automation efforts within the FP&A function Qualifications: • Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus) • 3–5+ years of progressive experience in financial analysis, preferably in FP&A • Strong analytical skills with experience in budgeting, forecasting, and financial modeling • Advanced Excel skills; experience with ERP or planning tools (e.g., NetSuite, Adaptive Insights, Anaplan, Power BI) • Excellent communication and collaboration skills • Detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment

Requirements

Must-haves

Lead the budgeting and forecasting processes for assigned departments or business units
Prepare monthly and quarterly financial reports with key insights, variance analysis, and performance trends
Build and maintain complex financial models to support strategic planning and decision-making
Partner with department leaders to analyze costs, evaluate initiatives, and identify areas for improvement
Support executive reporting, board materials, and ad hoc analysis as needed
Ensure accuracy of financial data by working closely with accounting and operational teams
Drive process improvements and automation efforts within the FP&A function
3–5+ years of progressive experience in financial analysis, preferably in FP&A
Strong analytical skills with experience in budgeting, forecasting, and financial modeling
Advanced Excel skills; experience with ERP or planning tools (e.g., NetSuite, Adaptive Insights, Anaplan, Power BI)
Excellent communication and collaboration skills
Detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment

Nice-to-haves

Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus)

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: jazzhr
Effort: medium