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Senior Financial Analyst

JOB FUNCTION: Finance & Accounting
JOB TYPE: Direct Hire
COMPENSATION: $80k - $90k
POSTED: Jul 8, 2024

Our client is a large publicly traded retail firm looking to add a Senior Financial Analyst to their team.

Salary/Hourly Rate:

$80k – $90K plus Bonus

Position Overview:

We are seeking a highly skilled and motivated Senior Financial Analyst to join our FP&A team. The Senior Financial Analyst will play a critical role in providing financial insights, budgeting, forecasting, and analysis to support strategic decision-making and drive business performance. This position requires strong analytical skills, attention to detail, and working collaboratively across departments.

Responsibilities of the Senior Financial Analyst:

  • Work as an integral member of a highly skilled Finance team and be responsible for being the subject matter expert of business unit financials
  • Partner with various departments to gather data and provide financial insights that support business initiatives and strategies
  • Responsible for assisting with the creation and completion of budgets, forecasts, variances, and long-term strategic plans
  • Create executive summaries for Senior Management and leadership as well as implement and maintain operating reports and analyses to support company strategic initiatives
  • Present monthly trends to business unit owners and maintain forecast changes
  • Help drive effective decision-making by using analyses such as financial models, cost analysis, ROI, and proformas
  • Continuously improve FP&A processes, tools, and systems to enhance the efficiency and effectiveness of the finance function
  • Assist with the preparation and completion of budgets, forecasts, and long-term plans
  • Analyze actual performance to budget/forecast and monitor trends of key performance indicators
  • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes
  • Support Senior Management and departments with in-depth analysis, including financial models
  • Use SQL queries to source data for ad-hoc analysis and special projects
  • Implement and work with Business Intelligence tools and dashboarding
  • Prepare daily, weekly, and monthly reports
  • Improve upon current reporting and processes to drive efficiencies
  • Assist with the preparation of presentations for Senior Management and leadership

Qualifications for the Senior Financial Analyst:

  • Minimum of 3 years of experience in financial planning and analysis, preferably within the retail industry
  • Ability to work independently and manage multiple priorities in a fast-paced environment
  • Strong interpersonal skills for partnering with functional leaders and works well in a team environment
  • Excellent communication, problem-solving, and data analysis skills
  • Strong understanding of financial statements, accounting principles, and key financial metrics
  • Effective communication and presentation skills, with the ability to convey complex financial information in a clear and concise manner
  • Innovative, hands-on, and self-directed
  • Must be detail-oriented and highly organized
  • Experience involving various financial analysis and forecasting duties
  • Advanced proficiency in Microsoft Excel, including financial modeling and data analysis
  • Effective data visualization skills in tools such as PowerPoint and Power BI
  • Experience with financial planning software and ERP systems (Prophix, SAP, Oracle)
  • Effective knowledge of Databases, SQL queries, and Data Analysis

Education Requirements:

  • Bachelor’s degree in Finance or Accounting is required
  • MBA or CPA is preferred


  • Client-provided benefits available, upon eligibility
As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
Position ID: 145566