Senior Financial Analyst

4 days ago


Jacksonville, United States Triad Financial Services, Inc. Full time

Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Senior Financial Analyst to join our growing team.

If you are looking to join a growing team in a niche industry that offers career growth, market leading compensation, internal training programs, apply to Triad Financial Services, today We offer strong benefits packages, including 401K w/corp matching, 3 weeks PTO, 7 federal holidays, tuition reimbursement, training, bonus eligibility and more. This opportunity is an in-house position in our Corporate Headquarters in Jacksonville, FL.

Essential Functions:

  • Develop and measure business KPIs.
  • Prepare, review and analyze financial statements and reports.
  • Develop financial projections and build financial models.
  • Assist with budgeting and forecasting processes.
  • Assist with monthly close processes.
  • Assist project teams with financial guidance.
  • Keep apprised of relevant metrics and drivers within the MH industry.
  • Ensure compliance with financial guidelines, company policies, and relevant legal regulations.
  • Identify and advise on operational efficiencies.
  • Review accounting transactions for data accuracy.
  • Perform research and analysis as required.
Education and/or Work Experience Requirements:
  • Bachelor’s degree in finance or a related field.
  • 3+ years of experience in financial planning, analysis, and modeling.
  • Relevant certification (e.g. CFA/CPA) is a plus.
Knowledge, Skills, and Abilities:
  • Ability to present financial information to a non-financial audience.
  • Excellent communication, interpersonal, and presentation skills.
  • Strong organizational and multitasking skills.
  • Detail-oriented and able to perform in a high-pressure environment.
  • Strong analytical thinking and problem-solving skills.
  • Advanced proficiency in Microsoft Excel.
  • Intermediate-to-advanced proficiency in SAP.


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