Financial Analyst

Financial & Operational Analyst
Role Summary
This role is responsible for driving financial planning, operational analysis, forecasting, and decision support across the organization. The ideal candidate brings strong financial acumen, advanced analytical capabilities, and a proven track record of influencing business outcomes through data-driven insights.
The successful candidate will possess exceptional financial modeling and reporting expertise and be comfortable presenting recommendations to senior leaders.
Financial Analyst Key Responsibilities

Lead financial reporting, forecasting, and budgeting activities, including monthly and annual close support, variance analysis, executive reporting, and long-range financial planning.
Partner with leadership to evaluate business performance, analyze key financial and operational metrics, identify risks and opportunities, and provide recommendations that support strategic decision-making.
Develop and maintain sophisticated financial models to assess profitability, operational effectiveness, workforce performance, capital investments, acquisition opportunities, and other strategic initiatives.
Conduct operational and ROI analyses to evaluate processes, initiatives, and resource allocation, identifying opportunities to improve efficiency, reduce costs, and enhance organizational performance.
Collaborate with department leaders to develop budgets, monitor financial performance, track forecast-to-actual results, and recommend corrective actions when needed.
Design and enhance reporting dashboards, automated reporting tools, and data-driven analytics solutions using advanced Excel, database, and business intelligence tools to improve visibility and decision-making across the organization.

Financial Analyst Required Qualifications

7+ years of progressive experience in financial analysis, FP&A, corporate finance, business intelligence, or operational analytics.
Advanced expertise in financial modeling, budgeting, forecasting, variance analysis, and translating complex financial and operational data into strategic business recommendations.
Expert-level Microsoft Excel skills, including advanced formulas, Power Query, VBA, macros, and automation; experience with SQL, databases, data warehouses, or business intelligence tools preferred.
Demonstrated ability to partner with senior leaders, communicate complex findings to diverse audiences, and influence business decisions through data-driven insights.
Experience evaluating investments, operational initiatives, acquisitions, capital projects, and other strategic opportunities through financial modeling and ROI analysis.
Strong business acumen, attention to detail, project management skills, and the ability to work independently in a fast-paced environment; experience in collections, debt recovery, consumer finance, or financial services is highly desirable.