Sr. Finance Analyst

Key Responsibilities:

• Assist Manager and other team members in analyzing and evaluating company performance and profitability.
• Form strong working partnerships with business lines to deliver necessary financial analysis that will help drive sound business decisions.
• Help with the modeling of the budget and forecast processes.
• Model out deals for new partner channels
• Participate cross functionally in developing and generating required analysis to support business unit P&L.
• Partner with specific lines of business and leaders to analyze, prepare and report on business results (profitability, ROI, costing, campaign economics).
• Assist manager in the preparation of the monthly internal business review presentation comparing our actual results to budget, forecast and prior year.
• Assist in analyzing the business and expressing findings and/or recommendations orally and in writing across the organization.
• Support management in the preparation of the annual budget and monthly forecasts.
• Assist in the preparation of Board of Advisor documents and exhibits.
• Perform routine, ad hoc analysis and reporting for month-end process, including variance explanations.
• Perform other duties as assigned.

Qualifications and Skills:

Education:

• Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA preferred.
• Minimum of 5+ years in corporate finance, FP&A, or accounting. Experience in service-based or insurance industries is a plus.

Technical Skills:

• Advanced Excel and PowerPoint skills required.
• Experience with financial systems such as Hyperion, MicroStrategy, or Oracle preferred.
• Strong financial modeling and scenario planning experience.

Professional Skills:

• Proven ability to interpret and communicate financial data to business stakeholders.
• Strong organizational skills with the ability to manage multiple priorities under tight deadlines.
• Collaborative, proactive, and detail-oriented with a customer-service mindset.