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Senior Financial Analyst
New Haven, Connecticut, United States
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Senior Financial Analyst


We are working with an established and growing organization seeking a Senior Financial Analyst to join its finance team. This is a highly visible role offering a mix of FP&A, financial reporting, data analytics, accounting support, and process improvement.

The ideal candidate will have strong financial analysis experience along with enough accounting knowledge to comfortably support month-end close and partner closely with the accounting organization. This is a great opportunity for someone who enjoys analyzing the business but also wants exposure to systems, automation, and operational improvement.

The position reports to an experienced FP&A leader and will have significant individual ownership while partnering with finance, accounting, operations, and business leadership.

Responsibilities

  • Support annual budgeting, forecasting, and long-range planning.
  • Analyze monthly financial results and identify key variances to budget, forecast, and prior-year results.
  • Prepare financial reporting packages and provide commentary around business performance, risks, trends, and opportunities.
  • Develop financial models and perform ad hoc analysis supporting business initiatives, pricing, investments, and cost optimization.
  • Partner with business leaders to provide financial insight and support data-driven decision-making.
  • Prepare executive-level PowerPoint presentations and financial communications for senior leadership.
  • Work with large datasets to identify trends and provide meaningful business insights.
  • Support month-end and year-end close activities, including journal entries, accruals, reconciliations, and variance analysis.
  • Assist with balance sheet reviews and other accounting-related activities.
  • Partner closely with accounting to resolve reporting issues and improve financial processes.
  • Identify opportunities to streamline and automate manual finance and accounting processes.
  • Participate in financial systems, reporting, business intelligence, and automation initiatives.
  • Support acquisition and integration-related analysis and reporting as needed.
  • Assist with internal and external audit requests.
  • Participate in special projects and other financial analysis as needed.

Qualifications

  • Bachelor's degree in Finance, Accounting, Business, or related field.
  • 5+ years of progressive experience in FP&A, financial analysis, corporate finance, accounting, or a combination of these areas.
  • Strong experience with budgeting, forecasting, financial reporting, and variance analysis.
  • Working knowledge of accounting principles and month-end close processes.
  • Strong analytical and financial modeling skills.
  • Advanced Microsoft Excel skills, including PivotTables, complex formulas, lookups, and data analysis.
  • Experience working with ERP, financial planning, reporting, or business intelligence systems.
  • Strong PowerPoint skills with the ability to develop executive-level presentations.
  • Ability to retrieve, manipulate, and analyze data from multiple systems.
  • Strong communication skills with the ability to work effectively with both finance and non-finance stakeholders.
  • Comfortable working independently and taking ownership of projects and deliverables.
  • Ability to manage multiple priorities in a fast-paced environment.

Preferred Experience

  • Experience within a large or complex corporate environment.
  • Exposure to manufacturing or other operationally focused businesses.
  • Experience with process automation, RPA, business intelligence, or financial systems optimization.
  • Experience supporting acquisitions or business integrations.
  • CPA, CMA, MBA, or progress toward an advanced degree is a plus.


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