Financial Analyst II
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Job Description
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The Senior Financial Analyst plays a critical role in providing financial and strategic support to senior management across Operations, Marketing, and Sales. By conducting in-depth analyses, developing predictive models, and collaborating cross-functionally, this role ensures accuracy and delivers actionable insights that drive informed decision-making and business performance.
Job Responsibilities:
- Conduct monthly financial analysis of funeral, cemetery, marketing, and sales segments to identify trends, variances, and performance drivers.
- Prepare and present comprehensive financial and statistical reports for senior leadership, with follow-up analysis as needed.
- Gather and organize financial, sales, and operational data to develop meaningful cause-effect and correlation analyses.
- Develop and validate predictive models and tools to evaluate initiatives, campaign drivers, and impact.
- Ensure rigorous quality control of all financial reports, models, and supporting documentation.
- Cultivate strong cross-functional relationships to understand processes, uncover insights, and assess financial impacts.
- Support high-priority projects by improving analytical practices, managing timelines, and coordinating with other corporate teams.
- Translate complex findings into clear visualizations and compelling presentations for diverse audiences, including senior leadership.
- Serve as a trusted financial advisor to stakeholders across departments.
Education:
- Bachelor's degree in finance, Accounting, Business Administration, Economics, or a closely related field.
Experience:
- Minimum of three (3) years in financial analysis, data analysis, or a related role.
Knowledge, Skills & Abilities:
- Advanced Excel skills (Power Query is a plus).
- Experience with SQL and Power BI is a plus.
- Strong analytical skills with the ability to build models, synthesize complex data, and ensure accuracy.
- Excellent verbal, written, and presentation communication skills.
- Strong interpersonal skills with the ability to collaborate across departments.
- Innovative mindset focused on improving models and delivering actionable recommendations.
- Proven ability to self-manage and prioritize multiple projects in a deadline-driven environment
Postal Code: 77019
Category (Portal Searching): Finance and Accounting
Job Location: US-TX - Houston
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.