Senior Financial Analyst

Position Overview

We are seeking a highly analytical and business-minded Senior Financial Analyst to support strategic and operational decision-making across the organization. This role partners closely with senior leadership and cross-functional teams to deliver financial insights, advanced modeling, and data-driven recommendations in a fast-paced environment.

Key Responsibilities

● Conduct complex financial analysis and reporting, including revenue and expense forecasting and monthly variance analysis
● Build, maintain, and enhance sophisticated financial models for annual budgeting, forecasting, and long-range planning
● Analyze variances between actual results and forecasts, translating insights into clear, actionable recommendations
● Support the development and improvement of financial and operational reporting to provide leadership with meaningful business insights
● Partner with senior leaders to evaluate sales performance, client profitability, and headcount planning
● Provide financial analysis and modeling to support new business initiatives and assess ROI on strategic projects
● Assist with the accurate recording, accounting, and reporting of financial transactions
● Develop high-quality presentations and materials for executive leadership and board-level reporting
● Work with large datasets to drive automation, efficiency, and improved financial visibility

Required Qualifications

● Bachelor’s degree in Finance, Accounting, Business, Economics, Statistics, or a related quantitative field (or equivalent practical experience)
● 3+ years of experience in management consulting and corporate finance, or 1+ year of experience in investment banking
● Advanced financial modeling expertise with strong proficiency in Excel, including scenario planning, sensitivity analysis, and forecasting
● Intermediate experience with NetSuite
● Strong analytical skills with the ability to interpret complex financial data and identify key trends
● Experience working with large datasets, automation, or business intelligence tools
● Proven ability to communicate complex financial analysis clearly to senior executives and business leaders
● Strong interpersonal skills with experience partnering across cross-functional teams
● Highly detail-oriented, organized, and able to manage multiple priorities under tight deadlines
● Ability to work independently and collaboratively in a fast-paced environment

Preferred Qualifications

● Experience in the market research industry
● Proficient knowledge of data query/data management tools is a plus.

Personal Attributes

● Intellectual curiosity and a strong problem-solving mindset
● Excellent written and verbal communication skills
● Proactive, adaptable, and comfortable operating in dynamic environments