[Hiring] Senior Financial Analyst @Secur-Serv

Role Description

The Senior Financial Analyst provides financial analysis, reporting, business support, and responds to external requests.

Essential Responsibilities

• Financial Planning, Analysis, and Reporting
  • Management and administration of the FPA Planning system (NetSuite Planning and Budgeting NSPB)
  • Support the process and creation of financial forecasts and budgets for all major forecasting and budgeting cycles
  • Creation of report templates to support analysis and requirements of management and FPA staff
• Management & External Reporting
  • Responsible for producing multiple reporting packages that are used internally and externally
  • Prepare reports and analysis of trends in P&L results and business metrics compared to expectations to provide insight into business results
  • Provide support to Accounting department during the close periods to ensure data integrity
  • Responsible for monthly consolidated headcount reporting
  • Create and maintain reporting hierarchies for financial systems (NetSuite, NSPB, and Smart View)
  • Provide supporting schedules for external reporting (Monthly Management Review and Lender reporting)
  • Distribute financials to the Accounting/Finance team for review during the accounting close process
  • Support Ad hoc report requests from Board of Directors as well as the internal management team
• Business Support
  • Business Support of the executives and other departments
  • Business Support of the Finance/HR/Legal/IT departments
• Business and Reporting Process Improvement
  • Create, audit, and update documentation in business and reporting processes
  • Utilize modern reporting tools (NSPB, PowerQuery, and PowerBI) and AI (Claude and CoPilot) to improve accuracy and ease of reporting
  • Partner with Sales, Billing, and IT teams to evaluate business processes and look for opportunities to improve inputs to achieve reporting and analysis outcomes
• Other duties as assigned

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field
• Minimum of five (5) years professional experience with financial analysis, budgeting, planning, and financial modeling
• Strong Microsoft Office skills and proficiency with company-wide ERP systems (NetSuite), financial planning systems (NSPB), financial reporting systems (NSPB and Smart View), and sales and marketing systems (HubSpot, Service Now, and ConnectWise)
• Ability to work under tight deadlines in a fast-paced, dynamic environment where accuracy is expected
• Ability to summarize and clearly communicate financial analysis to non-financial business partners
• Competence in dealing with very confidential data and information
• Strong analytical and critical thinking skills
• Proactive, future-looking, positive attitude
• Ability to work independently and take ownership of work produced
• Strong communication (written and oral) skills including with people in other business groups
• Ability to develop positive and professional relationships with colleagues and leadership and work effectively across organization boundaries

Preferred Skills/Experience

• CMA, MBA or CPA

Benefits

• Generous benefits package for full-time employees
• Copay medical plan option
• HSA medical plans with employer contributions to your HSA Account
• Dental and vision insurance
• Company-paid life insurance
• Company-paid short- and long-term disability coverage
• 401K savings plan with a generous company match
• Wellness program to improve health and earn a discount on health insurance premiums
• Tuition Reimbursement Plan which covers up to $5,250

Company Description