Senior Financial Analyst
Core
Senior Financial Analyst serving as a key finance partner to a specific portfolio, owning core planning, performance management, and financial reporting activities.
Role type
Senior IC Financial Analyst (FP&A)
Builds
Monthly financial reports, annual budgets, forecasts, and commission calculations for a specific business portfolio.
Domain
Financial Services / FP&A
Deliverable
dashboards & analysis
Required skills
Financial modeling, Variance analysis, Budgeting & forecasting, Commission calculation, Business acumen, Advanced Excel, Data analysis
Preferred skills
CPA designation, CFA, MBA, Power BI, Stakeholder management
Technologies
Excel, PowerPoint, Power BI
Responsibilities
Review monthly financial results and explain variances; Prepare annual budgets and forecasts; Calculate internal commissions and variable compensation; Partner with business leaders to provide decision-useful insights; Identify opportunities to standardize and automate reporting processes.
Seniority
Senior, hands-on IC