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Senior Financial Analyst

3 months ago

King of Prussia, United States StevenDouglas Full time

The Senior Financial Analyst will play a crucial role in enhancing financial reporting and analytical processes, supporting data-driven decision-making. This role involves analysis, forecasting, and reporting of financial and operating results, partnering with management to identify business trends and recommend actions.

Responsibilities:

  • Collaborate with executive team members on reporting, analysis, planning, and forecasting activities
  • Present findings and recommendations in management meetings
  • Develop, track, and report on operational and financial metrics and KPIs
  • Enhance reporting capabilities through automated tools like PowerBI dashboards
  • Contribute to data warehouse development and ensure data integrity
  • Prepare monthly financial and operating presentations for various stakeholders
  • Assist in budget and forecast preparation, measuring actual performance
  • Support CFO with strategic analytics and Board presentations
  • Analyze and perform due diligence for M&A opportunities
  • Act as a liaison between finance and other departments (operations, marketing, etc.)
  • Conduct strategic analysis to support data-driven decision-making
  • Lead various ad hoc strategic and operational projects

Skills and Competencies:

  • 4 - 6 years of experience in finance, accounting, investment banking, consulting, or similar roles
  • Bachelor's degree in finance, economics, accounting, data analytics, or related fields
  • Strong communication and presentation skills
  • Advanced proficiency in Excel and PowerPoint
  • Experience with Power BI or other data visualization tools preferred
  • Excellent analytical and financial modeling skills
  • Ability to work independently, managing multiple tasks in a fast-paced environment
  • Strong attention to detail with strategic insight
  • Excellent written communication skills
  • Entrepreneurial mindset with a passion for technology
  • Strong communication and collaboration skills

Personality Traits:

  • Detail-oriented and organized
  • Entrepreneurial and eager to learn
  • Passionate about technology applications in finance
  • Communicative and collaborative with cross-functional teams
  • Committed to the company's mission and values