Senior Financial Analyst
2 weeks ago
Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a manufacturing and SaaS client company's Sr. Financial Analyst (FP&A) in Sparks, Nevada. A growing company, great culture, the company will double revenues this year in 2024. This position reports directly to a dynamic leader CEO and will assist the CEO in modeling and forecasting for fundraising in addition to traditional analysis in cash flow modeling, P&L and Balance Sheet forecasting and more. Could be a career track to CFO in the future
Job Summary:
We are seeking a highly skilled and detail-oriented Senior Financial Analyst to join our finance team. This role will be responsible for providing strategic financial insights, developing forecasts, managing financial models, and playing a critical role in supporting fundraising efforts. The ideal candidate will have experience with financial planning and analysis (FP&A), advanced financial modeling, and a deep understanding of P&L, balance sheet, and cash flow management.
Key Responsibilities:
1. Financial Forecasting & Analysis:
- Lead the development and maintenance of detailed financial models for the company’s financial forecasts, covering P&L, balance sheet, and cash flow. These models represent the current and future state of the business, project or investment and support fundraising efforts.
- Partner with cross-functional teams to develop accurate financial projections and scenario analysis to help guide business decisions.
- Collect, process and interpret financial data from various sources (internal financial statements or data); external sources (market trends, industry benchmarks and/or competitive data).
- Evaluation of risks and opportunities associated with various financial decisions and strategies of the organization, using various methods and tools such as sensitivity and scenario analysis, and risk adjusted return on investment.
- Perform variance analysis by comparing actual financial results against forecasted figures to track performance and identify areas of improvement.
- Collaborate with external stakeholders (investors, bankers, and potential financiers) by providing financial forecasts and due diligence reports.
- Prepare comprehensive materials (financial decks, models, and investor presentations, data room) supporting CEO discussions with potential investors or lenders.
2. P&L Management:
- Create and maintain rolling forecasts for profit and loss statements, helping to track revenue and key metrics, cost of sales, gross profits and associated margin, and operating expenses.
- Assist in the preparation of the company’s annual budget and long-term financial plan. Collaborate with department heads to develop annual operating budgets and forecasts aligning with company objectives.
- Provide insights on P&L impacts of business decisions, identifying risks and opportunities driving profitability.
3. Strategic Financial Support:
- Provide strategic support and recommendations to senior leadership on financial decisions, including cost optimization, capital allocation, and investment opportunities.
- Ensure compliance with internal controls, accounting policies, and external reporting requirements.
4. Reporting and Communication:
- Prepare detailed financial reports and presentations for executive leadership and the board of directors.
- Present forecast results, insights, and financial recommendations to senior management in a clear, concise manner, using dashboards, reports, charts and/or slides.
- Serve as a key liaison between the finance team and other departments ensuring alignment with organizational goals and objectives.
Qualifications:
- Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or CFA preferred.
- Experience:
- Minimum of 5 years of experience in financial analysis, forecasting, and modeling.
- Strong background in P&L management, balance sheet forecasting, and cash flow analysis.
- Proven experience with financial modeling for fundraising (e.g., debt/equity financing, venture capital, investor relations).
- Technical Skills:
- Advanced proficiency in Excel and financial modeling software.
- Familiarity with ERP systems (e.g., SAP, Oracle, or similar).
- Experience with QuickBooks Pro desktop for manufacturing is preferred.
- Advanced proficiency in Microsoft products (Outlook, Powerpoint, Word, etc.). Experience with Power BI is a plus.
- Strong knowledge of GAAP and financial reporting principles.
- Experience in manufacturing industry or SaaS is highly desired.
- Analytical & Problem-Solving Skills:
- Ability to interpret complex data and provide meaningful financial insights.
- Strong critical thinking and problem-solving skills to anticipate issues and propose solutions.
- Communication & Presentation Skills:
- Excellent communication skills to articulate financial concepts to both financial and non-financial stakeholders.
- Ability to prepare and present financial results and forecasts to senior leadership.
Key Competencies:
- Strong Analytical Skills: Includes modeling skills for creating dynamic, flexible models and requires ability to process, manipulate and interpret large and complex financial data sets.
- Strategic Thinking: Ability to align financial analysis with broader company objectives.
- Collaboration: Proven ability to work cross-functionally with various departments.
- Adaptability: Ability to thrive in a fast-paced, dynamic environment with shifting priorities.
Company Benefits:
100% paid medical, dental, vision insurance for employee
401K with 3% match on 5% contribution with vesting
Stock Options
PTO/vacation
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