Sr. Financial Analyst

Key Responsibilities

• Build and maintain detailed financial models to evaluate business scenarios, strategic alternatives, operating decisions, and potential investments.
• Perform scenario modeling, sensitivity analysis, and what-if analysis to quantify the impact of changes in revenue, pricing, volume, cost structure, labor, margins, capital requirements, and other key business drivers.
• Develop business cases and decision-support analyses for the Vice President of Finance, FP&A and other senior leaders.
• Ensure models are accurate, transparent, well-structured, and flexible enough to support changing assumptions and multiple use cases.
• Clearly document methodologies, assumptions, data sources, and model outputs.
• Support annual budgeting, periodic forecasting, and long-range planning processes.
• Develop and maintain revenue, profitability, cash flow, and operational performance models.
• Analyze monthly results against budget, forecast, and prior-year performance, identifying key drivers of variances.
• Assist with recurring and ad hoc analyses that help leadership evaluate financial and operational performance.
• Identify trends, risks, and opportunities through detailed quantitative analysis.

Strategic & Commercial Analysis

• Support the evaluation of pricing decisions, customer and service-line profitability, market expansion opportunities, and operational improvement initiatives.
• Analyze potential investments and strategic initiatives using ROI, payback, cash flow, and other relevant financial metrics.
• Support acquisition, integration, and other strategic projects through data analysis and financial modeling.
• Convert complex data sets and business assumptions into concise insights and practical recommendations.

Reporting, Data & Process Improvement

• Prepare accurate financial analyses, schedules, dashboards, and presentation materials for senior leadership and other stakeholders.
• Assist in enhancing recurring management reporting and KPI analysis.
• Partner with Accounting and other data owners as needed to validate source information and maintain consistency across analyses.
• Use NetSuite, Power BI, Excel, and AI-enabled tools such as Claude to improve the speed, accuracy, and scalability of financial analysis.
• Identify opportunities to automate, standardize, and improve financial models, reporting processes, and data quality.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Approximately 2–6 years of progressive experience in FP&A, corporate finance, investment banking, transaction advisory, consulting, or another analytically intensive finance environment.
• Advanced financial modeling skills, including scenario analysis, sensitivity analysis, forecasting, and business-case development.
• Advanced proficiency in Excel and the ability to work efficiently with large and complex data sets.
• Strong understanding of financial statements, business drivers, and corporate finance concepts.
• Demonstrated attention to detail and commitment to producing accurate, high-quality work.
• Ability to manage multiple analyses and deadlines in a fast-paced environment.
• Clear written and verbal communication skills sufficient to explain assumptions, methods, and conclusions.

Preferred

• Experience in an industrial services, business services, manufacturing, construction services, infrastructure, distribution, or field-services environment.
• Experience within a private equity-backed organization or another performance-oriented environment.
• Prior exposure to pricing analytics, commercial finance, strategic finance, or investment analysis.
• Experience with NetSuite, Power BI, data visualization, and financial planning tools.
• MBA, CFA, CPA, or progress toward a relevant designation is a plus.

Ideal Candidate Profile

• A highly analytical, self-directed finance professional who enjoys building models and solving complex business problems.
• Naturally curious and willing to test assumptions, investigate variances, and follow the data to a well-supported conclusion.
• Exceptionally organized and detail-oriented, with strong quality-control habits.
• Comfortable working independently and taking ownership of analytical deliverables from initial question through final recommendation.
• Able to balance technical rigor with practical business judgment.
• Motivated by a fast-paced, results-oriented environment and the opportunity to work directly with the Vice President of Finance, FP&A.

Compensation

$100,000 - $110,000 salary plus bonus