Senior Financial Analyst

Senior Financial AnalystWe are seeking an analytically sharp and execution-oriented Senior Financial Analyst to join our Finance team. In this high-visibility role, you will own financial reporting end-to-end, drive the build-out of our Power BI analytics infrastructure, and serve as a critical partner to accounting during the monthly close. This is an excellent opportunity for a finance professional who thrives in fast-paced, PE-backed environments and wants meaningful ownership from day one. Financial ReportingOwn the preparation and distribution of accurate, timely internal and external financial reports, including P&L, balance sheet, and cash flow statements. Develop and maintain reporting packages for PE sponsors, board, lenders, and senior leadership with clear variance analysis and narrative commentary. Establish and enforce reporting calendars and quality controls to ensure on-time delivery every period. Identify reporting inefficiencies and implement process improvements that reduce cycle time without sacrificing accuracy. Power BI & Data AnalyticsArchitect and build scalable Power BI dashboards and data models that surface KPIs, operational metrics, and financial trends for stakeholders across the business. Partner with data and engineering teams to define data pipelines and ensure clean, reliable data flows into reporting tools. Develop self-service analytics capabilities that reduce ad hoc reporting burden and empower business partners with real-time insights. Document data definitions, calculation logic, and report governance standards to ensure consistency and auditability. Monthly Close & Accounting SupportPartner with accounting to facilitate a smooth, timely monthly close, including accruals, prepaid schedules, flux analysis, and reconciliations. Prepare and review close deliverables to ensure financial results are accurately captured and reflected in reporting. Track open items, follow up on outstanding information, and serve as a reliable liaison between FP&A and accounting. Support audit requests and assist with technical accounting inquiries as needed. Financial Planning & AnalysisSupport the annual budgeting process and rolling forecast cycles, including model builds, assumption documentation, and scenario analysis. Conduct ad hoc financial analysis to support strategic initiatives, investment decisions, and operational reviews. Maintain financial models that are well-structured, auditable, and easy to update as business conditions evolve. QualificationsRequired5+ years of progressive finance or FP&A experience, with demonstrated ownership of financial reporting. Hands-on experience building Power BI reports and data models in a professional setting. Strong Excel modeling skills; comfort working with large, complex datasets. Experience in a PE-backed company, with familiarity with sponsor reporting cadences and expectations. Solid understanding of GAAP and the monthly close process. Exceptional attention to detail with a track record of delivering accurate, on-time work product. Strong communicator who can translate financial data into clear narratives for non-finance audiences. Bachelor's degree in Finance, Accounting, Economics, or a related field. PreferredPrior experience in a software or SaaS business, with familiarity with ARR, churn, NRR, and other recurring revenue metrics. Experience with Sage Intacct and Power BI. CPA, CFA, or MBA is a plus. CompetenciesAnalytical- Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures. Customer Service- Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Dependability- Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan. Judgement- Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions. Oral Communication- Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings. Professionalism- Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. Quality- Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. Teamwork- Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Written Communication- Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. Ethics- Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethics; Upholds organizational values. Physical Demands and Work EnvironmentOccasionally required to stand. Occasionally required to walk. Continually required to sit. Continually required to talk or hear. Continually required to utilize hand and finger dexterity. Additional remarks regarding work environment: employee must be able to perform under pressure in a fast-paced environment. Must be available to work on EST Benefits Summary: Remote Work from Home Structure Paid Time Off Programs Paid Sick Leave Paid Holidays Medical, Vision, and Dental Plans 401(k) Retirement Plan