Senior Financial Analyst (55421)
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Overview
Job Description
POSITION OVERVIEW
We're hiring a Senior Financial Analyst to help drive financial reporting, forecasting, and performance insights in a private equity-backed, growth-focused business. This high-impact role partners closely with Accounting, Finance, Sales, and Operations to create visibility into results and enable faster, data-driven decisions.
In this role, you'll support monthly reporting and close activities, build and maintain forecasts, and translate complex data into clear, actionable recommendations.
KEY RESPONSIBILITIES
- Cash & Treasury Management: Support daily cash positioning and bank activity; maintain a rolling 13-week cash flow forecast to strengthen liquidity visibility and planning.
- Financial Reporting & Close: Partner with Accounting to support month-end close activities (fixed assets, depreciation, and key reconciliations) and help ensure timely, accurate financial statements.
- Operational & Labor Analytics: Lead labor cost (RTL) reporting, forecasting, and variance/post-mortem analysis; partner with Operations to improve productivity, efficiency, and margins.
- Revenue & Sales Insights: Produce revenue and sales performance reporting; collaborate with Sales on pricing analysis, pipeline/volume trends, and growth opportunities.
- KPI Development: Support the development, tracking, and communication of cross-functional KPIs across financial, operational, HR, and inventory metrics.
- Cost Optimization: Analyze G/L expenses and identify cost drivers; help lead initiatives that improve cost structure and overall profitability.
- Profitability Analysis: Analyze profitability by segment, customer, and job to surface margin trends and recommend improvement opportunities.
- Budgeting & Forecasting: Support the annual operating plan (AOP) and ongoing forecasting cadence; help improve accuracy through driver-based assumptions and variance insights.
- Cross-Functional Initiatives: Contribute to ad hoc analyses and strategic projects across Finance, Sales, and Operations to support growth and operational improvements.
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