Senior Financial Analyst

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Financial Planning & Analysis Specialist

Responsibilities will include providing support financial reporting, insights, and projections to the accounting/finance and Private Equity team. You will provide reliable data and analysis to be used in decision-making and planning.

You will prepare accurate monthly financial reports, assist in the preparation of presentations that provide thoughtful analysis, identify action items, and effectively frame decisions that need to be made.

Responsibilities

• Provide support with full cycle budget process in Adaptive, managing data and versions in Adaptive, building dashboards and reports, Data validation, and other add-hock support for Adaptive.
• Provide FP&A finance support to the accounting and financial operations teams related to productivity, demand planning, reporting, and metrics promptly.
• Identify and understand business challenges; propose and create solutions.
• Partner directly with the finance team to collaborate on metrics, goals, and business reviews.
• Dive deeply into financial data and become a resource to provide additional insights.
• Work on corporate projects directed by the FP&A Lead and VP of Finance that impact the entire organization.
• Create presentations that provide insightful analysis, identify required action items, and effectively frame decisions to be made.
• Identify and research variances to forecast, budget, monthly reporting, and prior-year expenses – proactively identifying opportunities for improvement.

Skills

• Bachelor’s degree and min three years of experience in finance or accounting or a related area.
• 2 Years of Adaptive Experience with at least one full budget cycle management in Adaptive. Building and managing Dashboards and Reports. Office Connect experience will be preferred but not required.
• General knowledge of accounting/financial/operational principles.
• Experience developing financial reports, models, and metrics.
• Interpersonal and communication skills with the ability to interact with various management levels. A team player mindset.
• Very strong Excel, Power BI, and PowerPoint skills.
• Ability to manage multiple tasks and adapt to a changing, fast-paced environment.
• Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture.
• Demonstrated ability to influence others through effective verbal and written communication.