Sr. Financial Analyst

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Job Title: Sr. Financial Analyst (hybrid)

Location: US-GA-Atlanta (Sandy Springs)

FLSA: Exempt 

Job Overview:

We are seeking a highly motivated and detail-oriented Senior Financial Analyst to join our Financial Planning and Analysis (FP&A) team. The role will provide support to the Director of Finance and other members of the Management team in budgeting, forecasting, periodic financial analysis, and strategic decision-making processes. This position will work with large amounts of data requiring advanced analytical capabilities and ability to work with data and financial analysis tools to provide meaningful insight. The role will directly impact the company’s financial health by providing key insights and supporting business leaders in making informed financial decisions.

Job Responsibilities:

• Assist in the preparation of monthly financials, annual budgets, quarterly forecasts, and long-term financial projections and review for accuracy
• Support analysis of business segments and tracking cost efficiencies
• Conduct timely and useful analysis of monthly operating expenses (with commentary)
• Work to actively manage each department’s expenses with the overall goal of maintaining budgeted levels of spend throughout the year. Ensure proper allocations for benefits and other company-wide expense types
• Prepare and distribute Departmental Reporting Packages for senior management, highlighting trends, performance metrics, and financial forecasts
• Provide actionable insights to leadership to help them manage financial performance effectively at a vendor level
• Help scale FP&A function by transforming reports into analytical, PowerBI dashboards
• Gather financial data from various sources, ensuring accuracy, consistency, and timely reporting. Assist with maintaining and improving financial systems and tools
• Support ad-hoc financial analysis projects, including but not limited to monitoring partner and product profitability as well as cash flow consolidation
• Collaborate with account management and other internal departments to understand financial implications of decisions and assist in optimizing financial performance
• Identify opportunities to streamline financial processes and improve reporting efficiency
• Participate in initiatives to enhance financial planning tools and reporting systems

The above statements are intended only to describe the general nature of the job and should not be construed as an all-inclusive list of position responsibilities.

Job Requirements:

• Bachelor’s degree in Finance, Accounting, or a related field
• 3-5 years of experience in financial analysis, budgeting, forecasting, or related financial roles
• Proficiency in Microsoft Excel (advanced level), financial modeling, and data analysis. 
  • Comfortable creating and using pivot tables and advanced formulas( xlookup, sum ifs, and nested functions) to clean data and find insights
• AI exposure preferred; Claude will be used weekly if not daily
• Familiarity with financial planning software (e.g., Microsoft, Hyperion, SAP, Oracle) is a plus
• Familiarity with Planful is a plus
• Experience working with one or more of the following as an administrator, implementer, or power user: SQL, Power BI, Snowflake, consolidation platform 
• Strong problem-solving abilities with a keen eye for detail and accuracy
• Ability to interpret financial data and translate it into business insights
• Strong written and verbal communication skills, with the ability to present complex financial information in a clear and concise manner to stakeholders. The position will have direct interaction with senior leadership
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Self-motivated, proactive, and able to work independently
• Strong collaboration and team-oriented mindset
• Eagerness to learn and grow in a dynamic financial environment

Company Benefits: 

• Medical, Dental, and Vision Insurance 
• Flexible Spending Account
• Health Savings Account 
• 401(k) Plan with Company Match
• Company-paid Short-Term and Long-Term Disability
• Company-paid Life Insurance
• Paid Holidays and Vacation
• Employee Referral Program
• Employee Assistance Program
• Wellness Programs
• Paid Community Service Opportunities
• Tuition Reimbursement
• Ongoing Training & Personal Development
• And More! 

About Safe-Guard Products International:

Safe-Guard serves Original Equipment Manufacturers (OEMs), top retailers, and independent agents in the automotive finance and insurance industry with the leading Protection Products Platform. Our platform delivers innovative protection products and solutions that protect consumers from the perils of ownership, while providing Finance &Insurance professionals the tools to ignite scalable and sustainable business growth. Safe-Guard’s success is driven by over 850 employees, who serve more than 12,000 dealers and support contract holders across the U.S. and Canada.

For 30 years and counting, our team continues to transform the motor vehicle space, earning a stellar reputation from our partners and peers by providing: 1) the highest quality protection products in the industry, 2) a broad platform of branded product, technology, marketing, and training solutions, and 3) an unwavering commitment to uncomplicated care and customer service.

Safe-Guard Products International is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to age, race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, marital status, disability or protected veteran status, or any other status or characteristic protected by federal, state, or local law.