Overview
We are seeking a Senior Financial Analyst to join our growing private equity portfolio company. This role is ideal for a finance professional who is highly analytical, detail-oriented, and hands-on, with strong financial modeling skills and the ability to translate data into insights that support key business decisions.
Reporting to the VP/Director of Finance, this individual will play a critical role in building and maintaining financial models, supporting budgeting and forecasting processes, and partnering with operations and leadership to track performance and evaluate growth initiatives.
Responsibilities
- Build and maintain financial models (income statement, balance sheet, and cash flow) with focus on cash position, lender covenants, and multi-year planning.
- Support annual budgeting and quarterly forecasting, including department-level budgets and variance analysis.
- Conduct “what-if” and ROI analyses for new initiatives, product lines, or capital projects.
- Prepare Direct Contribution Margin (DCM) analysis at the SKU/commodity level.
- Provide financial reporting, KPI tracking, and operational analysis to support business unit leaders.
- Partner with the finance team on Board materials and presentations, ensuring accuracy and clarity.
- Assist in market share, white space, and competitive analyses to support growth strategies.
- Collaborate cross-functionally on inventory planning, project tracking, and performance reporting.
Qualifications
- Experience in financial modeling, budgeting, forecasting, and financial analysis in a corporate or private equity environment.
- Strong analytical, attention to detail, and communication skills.
- Ability to translate data into actionable insights and support strategic decisions.
- Experience with ERP systems, financial reporting tools, and KPI development.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Analyst
Industries
- Manufacturing and Agriculture, Construction, Mining Machinery Manufacturing