Sr. Financial Analyst
On-site · United States
Core
Senior Financial Analyst supporting client portfolios with revenue forecasting, billing, and budgetary compliance.
Role type
Senior IC financial analyst
Builds
Monthly client forecasts, variance analysis reports, and billing schedules
Domain
Professional services finance
Required skills
Advanced Excel, GAAP, forecasting, account reconciliation, budget tracking, MS Office, MSA/SOW knowledge
Preferred skills
Dynamics 365, Adaptive Planning, Power BI, AI tools (Copilot)
Technologies
Excel, D365, Adaptive, Power BI, Microsoft Copilot
Responsibilities
Own monthly client forecast and variance analysis, perform account reconciliations, support annual budget cycles, update billing schedules, build financial models, automate reporting processes
Seniority
Senior, hands-on IC
