Senior Financial Analyst

4 weeks ago


Concord, United States Robert Half Full time

A growing business services organization is seeking a career-minded Senior Financial Analyst to round out its small and high-profile finance team.


Job Summary: The role involves taking on responsibilities of a senior finance analyst, supporting the various operating companies falling under the network's umbrella. The analyst will partner with company leaders to create and uphold revenue and expense predictions, coupled with weekly cash forecasting. An in-depth understanding of the business segment will be acquired, enabling the analyst to offer analytical insights to the management. Reporting to the VP of Finance, the Senior Financial Analyst will be an essential member of the Finance team.


Key Duties and Responsibilities:

• Formulate forecasts/budgets and scrutinize trends in sales, operations, etc.

• Assess profit-and-loss income statements, and compile communicative reports for management • Research and analysis to supply financial data and recommendations for profit objectives

• Develop financial models for various business plans

• Recommend action upon evaluating financial alternatives

• Compare program results with initial proposals to evaluate their effectiveness

• Conduct financial analysis using and developing spreadsheet models to support business and investment decisions

• Work with company leaders to ensure accurate expense forecasts

• Collaboratively monitor business costs and revenue trends with management

• Offer financial & analytical aid to functional and program leaders


Education/Experience Qualifications:

• Bachelor’s degree in a relevant field such as finance or economics, MBA and/or CPA a plus

• 3+ years of relevant experience in financial and/or business analysis

• Aptitude to work in a fast-paced environment

• Experience in financial modeling, strategic planning, and data analysis

• Excellent Microsoft Excel skills

• Strong analytical and communication skills



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