Paylocity SME
July 28, 2026Benefits Manager
July 29, 2026Senior Financial Analyst
We are seeking a hands-on, highly analytical Senior Financial Analyst to join a growing Finance team. This individual will serve as a trusted business partner, delivering financial reporting, forecasting, modeling, and strategic analysis that supports executive decision-making. This is a high-visibility individual contributor role for someone who enjoys solving complex business problems, building financial models, and transforming data into actionable insights.
Responsibilities
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Perform in-depth financial and operational analyses to identify trends, risks, opportunities, and key business drivers, providing actionable recommendations to leadership.
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Support commercial and operational initiatives through financial analysis and performance measurement.
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Prepare recurring financial reporting and variance analysis (actual vs. budget, forecast, and prior year) with meaningful commentary on business performance.
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Build and maintain integrated financial models to support forecasting, capital investment decisions, and strategic initiatives.
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Assist with the annual budget, long-range planning, and rolling forecast processes using driver-based financial models.
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Develop and enhance Power BI dashboards, data models, and reporting solutions that improve visibility into business performance.
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Prepare executive-level presentations and reporting materials that clearly communicate financial results, trends, and recommendations.
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Support weekly, monthly, quarterly, and annual reporting cycles with accurate and timely financial analysis.
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Partner cross-functionally with departments across the organization to evaluate business performance and support strategic initiatives.
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Perform ad hoc financial analyses and special projects as needed.
Qualifications
Required
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Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related field.
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3–5 years of experience in FP&A, corporate finance, investment banking, business analytics, or a related analytical role.
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Advanced Excel skills, including experience building complex integrated financial models.
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Strong Power BI experience, including dashboard development, data modeling, and DAX.
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Advanced PowerPoint skills with the ability to create polished, executive-level presentations.
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Excellent analytical, written, and verbal communication skills with the ability to present findings to senior leadership.
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Highly organized, self-motivated, and able to manage multiple priorities in a fast-paced environment.
Preferred
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Experience supporting a multi-entity or high-growth organization.
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Familiarity with SQL or other data querying tools.
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Experience working in a dynamic, data-driven business environment.
What You’ll Gain
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A highly visible role with direct exposure to executive leadership.
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The opportunity to influence strategic business decisions through financial analysis and reporting.
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Hands-on experience with advanced financial modeling, business intelligence tools, and enterprise planning processes.
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The opportunity to make a meaningful impact within a collaborative, high-growth organization.
#IND
