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