Senior Financial Analyst

1 week ago

Belmont, United States KBW Financial Full time

A global, industry leading service company has an opening for a Senior Financial Analyst - Business Partner to join their team in Boston, MA. The Senior Financial Analyst - Business Partner will report to the Director of Finance & have the primary responsibility of spearheading the delivery of comprehensive weekly financial reports and analyses. The Senior Financial Analyst - Business Partner will also get involved with analyzing business trends and pinpointing the most significant opportunities and challenges based on their impact on the Profit & Loss (P&L) statement—including factors such as sales, profit margins, cost management, customer acquisition expenses, and product performance.

Up to $130,000 DOE.


The role requires someone to be local to be the Boston area and will be in the office a few days each week.



Responsibilities:

Strategic Collaboration: Partner closely with Brand Marketing leadership to align on strategies and drive initiatives aimed at exceeding annual financial targets.


Data-Driven Insights: Analyze Direct Sales metrics to identify key opportunities and risks, providing actionable recommendations to optimize the Direct Sales P&L.


Financial Reporting & Updates: Attend weekly Marketing and Revenue Management meetings, delivering comprehensive P&L and KPI updates focused on performance against the financial plan and current action items.


Brand Performance Reporting: Prepare and present detailed weekly and monthly reports on brand performance, including all other income categories.


Forecasting Support: Play an integral role in the monthly forecasting process by generating reports and providing variance analyses that reconcile actuals against estimates and plans.


Operational Collaboration: Work cross-functionally with operational leaders to streamline processes and enhance business performance.


Sales Trend Analysis: Conduct ad hoc analysis of sales trends, offering insights to inform business decisions.



Requirements:

Experience: 5-10 years of finance experience, with a strong background in financial planning, forecasting, and analysis.


Collaborative & Independent: Proven ability to thrive both in a team setting and as an independent contributor, managing a fast-paced, dynamic work environment.


Technical Proficiency: Advanced knowledge of Excel; strong analytical skills to interpret complex financial data.


Project Management: Demonstrated ability to manage multiple projects and deliverables simultaneously with attention to detail.


Communication Skills: Exceptional written and verbal communication skills, with a track record of working effectively with cross-functional business partners.


Critical Thinking & Curiosity: A natural curiosity and strong critical thinking skills, including the ability to identify, synthesize, and summarize key business insights.


Prioritization & Balance: Excellent prioritization skills, with the ability to balance both short-term and long-term objectives.


Cross-Functional Relationship Building: Experience in working with multiple departments and fostering positive relationships across diverse teams.


Liaison Skills: Ability to act as a liaison between various departments to ensure alignment on business priorities and objectives.



Preferred Skills:

Proficiency in SQL, Essbase, and Tableau.


Bachelor's degree in a relevant field (e.g., Finance, Economics, Business Administration).




All interested and qualified candidates send a resume to Kyle Emery - kemery@kbwfinancial.com.



KBW789
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