Senior Financial Analyst
Role OverviewAn organization is seeking a Senior Financial Analyst to support financial planning, forecasting, management reporting, and decision-support analytics. This role functions as a key finance partner, delivering insights that guide leadership decisions and improve visibility into business performance. The ideal candidate is analytically strong, detail-oriented, and capable of translating financial data into clear, actionable recommendations for executive stakeholders.Key ResponsibilitiesLead the development and maintenance of annual budgets, rolling forecasts, and long-range financial planning modelsManage FP&A processes, including timelines, assumptions, inputs, version control, and consolidation of departmental submissionsPartner with business leaders to gather inputs, validate assumptions, and analyze key operational and financial driversBuild scenario models and sensitivity analyses to evaluate business performance under varying conditionsSupport cash flow forecasting and liquidity analysis in coordination with finance leadershipPrepare monthly financial reporting packages, including variance analysis versus budget, forecast, and prior periodsAnalyze financial results to identify key trends, risks, and opportunities impacting performanceDevelop and maintain KPIs, dashboards, and recurring reporting tools for management and executive useTranslate financial results into clear narratives, insights, and recommendations for leadership and board-level reportingServe as a finance business partner to operational teams, supporting budgeting, forecasting, and performance trackingCollaborate with accounting and financial reporting teams to align actuals, accruals, and variance explanationsEnhance and maintain FP&A models, templates, and reporting tools to improve accuracy, scalability, and efficiencyMaintain documentation of assumptions, methodologies, and data sources to ensure transparency and auditabilitySupport process improvements and automation initiatives across financial planning and reporting workflowsQualificationsBachelor’s degree in Finance, Accounting, Economics, or related field4–7 years of experience in FP&A, corporate finance, accounting, or regulated financial servicesStrong financial modeling and advanced Excel skillsExperience with budgeting, forecasting, variance analysis, and management reportingStrong understanding of financial statements and general ledger dataAbility to analyze large datasets and translate results into clear business insightsStrong communication skills with experience presenting to leadership or executive audiencesExperience in insurance, reinsurance, or regulated financial environments preferredExposure to BI tools (Power BI, SQL, or similar), ERP systems, or automation tools a plusCPA, CFA, or MBA (or progress toward) preferredStrong attention to detail with ability to manage multiple priorities in a deadline-driven environment