Lead Financial Analyst

2 weeks ago


Orlando, Florida, United States Creative Financial Staffing Full time

Senior Financial Analyst - Hybrid Position
$ $

We are currently in search of a seasoned Senior Financial Analyst for a prominent organization. This role will report directly to the VP of Finance and will be crucial in engaging with Executives. The position offers a pathway to managerial responsibilities with a flexible work arrangement of three days in the office and two days remote. The ideal candidate will excel in a cooperative team atmosphere, demonstrating initiative and analytical thinking. This role promotes a healthy work-life balance, with some extended hours during peak financial periods. Comprehensive benefits and paid time off are included.

Key Responsibilities of the Senior Financial Analyst:

  • Design and uphold detailed financial models for budgeting and forecasting, encompassing all financial statements such as the Profit & Loss, Balance Sheet, and Cash Flow Statement.
  • Collaborate with Operational and Finance Leadership to establish and maintain capital planning within budgeting systems.
  • Engage with corporate and community leaders to facilitate expense planning, analyze financial data, and deliver insights into cost trends to meet business objectives.
  • Conduct thorough variance analyses, comparing budgeted or projected figures to actual outcomes, and emphasize significant trends.
  • Act as a finance business partner to various sectors, leading the budgeting processes and executing relevant financial analyses.
  • Oversee and refresh organization-wide reporting packages to showcase financial, operational, and key performance indicators.
  • Interpret financial data to identify evolving trends and patterns, creating impactful reports that reflect these analyses. Provide essential financial analysis for special initiatives, investment choices, and strategic planning.
  • Continuously explore opportunities to automate and optimize processes to minimize cycle time through technological and system enhancements.
  • Maintain and improve the existing budgeting and forecasting framework, including the creation of templates and models, as well as the design and implementation of systems to monitor and report trends.

Preferred Qualifications of the Senior Financial Analyst:

  • Bachelor's degree in Finance, Accounting, or a related field with over five years of experience
  • Proficiency in Excel - Macros, VBA, and SQL experience preferred
  • Familiarity with Power BI is a plus

Keywords: #Senior Financial Analyst, #Budgeting, #Forecasting, #Trend Analysis, #Sr. Financial Analyst



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