Senior Financial Analyst

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.

EXPERIENCE & QUALIFICATIONS

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (CPA, MBA, or CFA a plus).

• 5–7 years of experience in finance or accounting, with strong analytical and financial modeling skills.

• Experience in a private equity–backed and/or high-growth environment preferred.

• Advanced Excel required; Power BI is a plus.

• Proven ability to partner cross-functionally and communicate clearly with senior leaders and non-finance stakeholders.

ADDITIONAL SKILLS AND REQUIREMENTS

• Intellectual curiosity and a drive to dig into data, ask the right questions, and uncover insights.

• Strong analytical thinking with the ability to translate findings into clear, actionable recommendations.

• Collaborative, cross-functional partner across Sales, Operations, Accounting, and Finance.

• Solid understanding of financial statements, key business drivers, and how operational decisions impact results.

• Highly organized with strong attention to detail and the ability to manage multiple priorities and deadlines.

• Clear communicator who can present financial information to non-finance stakeholders in a straightforward way.

• Proactive, hands-on working style—comfortable owning tasks, following through, and rolling up your sleeves when needed.