Senior Financial Analyst (55822)

POSITION OVERVIEW

We are seeking a high-impact finance professional to support financial reporting, forecasting, and performance analysis in a private equity-backed company. This role works closely with Accounting, Finance, Sales, and Operations, to provide visibility into business performance and support data-driven decision-making.

You will support core financial reporting, forecasting, and performance analytics, contributing insights that help inform business decisions across the organization.

KEY RESPONSIBILITIES

• Cash & Treasury Management: Support management of daily cash position, bank activity, and rolling 13-week cash flow forecasting to ensure strong liquidity visibility.
• Financial Reporting & Close: Partner with Accounting to support month-end close activities, including fixed assets, depreciation, and reconciliations, ensuring timely and accurate financials.
• Operational & Labor Analytics: Lead labor cost reporting (RTL), forecasts, and post-mortem analyses; partner with Operations to improve efficiency and margins.
• Revenue & Sales Insights: Deliver detailed revenue reporting and partner with Sales to evaluate performance, pricing, and growth opportunities.
• KPI Development: Support the development and tracking of cross-functional KPIs spanning financial, operational, HR, and inventory metrics.
• Cost Optimization: Analyze G/L expenses and lead initiatives to improve cost structure and profitability.
• Executive & Board Reporting: Support preparation of clear, data-driven presentations on revenue, cash flow, and capex for senior leadership and board reporting.
• Profitability Analysis: Evaluate segment, customer, and job-level profitability to identify margin improvement opportunities.
• Budgeting & Forecasting: Support the annual operating plan and ongoing forecasting.
• Cross-Functional Initiatives: Contribute to ad hoc analyses and strategic projects across Finance, Sales, and Operations.

EXPERIENCE & QUALIFICATIONS

• Bachelor's degree in Finance, Accounting, Economics, or related field (CPA, MBA, or CFA a plus).
• 5-7 years of experience in finance, accounting, or economics, with strong analytical and financial modeling experience.
• Strong financial modeling and analytical skills; advanced Excel required (Power BI a plus).
• Proven ability to partner cross-functionally and communicate effectively with senior leadership.

ADDITIONAL SKILLS AND REQUIREMENTS

• Strong intellectual curiosity with the ability to dig into data and uncover insights.
• Strong analytical mindset with the ability to translate data into actionable insights.
• Ability to work cross-functionally with Sales, Operations, and Finance teams.
• Solid understanding of financial statements and key business drivers.
• Strong attention to detail with the ability to manage multiple priorities.
• Effective communication skills, including the ability to present financial information clearly to non-finance partners.
• Proactive, hands-on approach with a willingness to dive into the details.