Senior Financial Analyst

Senior Financial Analyst📍 Location: New York, NY, US🏢 Industry: Financial Services💼 Work Setting: HybridAre you a finance professional with strong analytical skills, financial modeling expertise, and the ability to communicate business insights to senior leadership? This role offers the opportunity to influence key business decisions through forecasting, financial reporting, cost analysis, and strategic planning initiatives.The Senior Financial Analyst will partner closely with business leaders to evaluate performance, identify opportunities, develop forecasts, and deliver actionable recommendations that support organizational growth.Key ResponsibilitiesFinancial Planning & ForecastingForecast DevelopmentDevelop and maintain financial forecasting models.Apply advanced forecasting methodologies to key business drivers.Forecast revenue, expenses, headcount, and operational metrics.Support annual budgeting and long-range planning activities.Financial ModelingBuild and maintain sophisticated financial models.Analyze business scenarios and investment opportunities.Evaluate the financial impact of strategic initiatives.Support executive decision-making with quantitative analysis.Financial Analysis & ReportingPerformance AnalysisAnalyze monthly, quarterly, and annual financial results.Investigate key variances against budget and forecast.Identify business risks and opportunities.Recommend actions to improve financial performance.Cost AnalysisDevelop cost models and cost-driver analyses.Increase transparency into business expenses.Evaluate operational efficiency and spending trends.Support profitability improvement initiatives.Management ReportingGenerate monthly and quarterly business reviews.Prepare executive-level financial reporting packages.Deliver timely and accurate performance analysis.Strategic Business PartnershipLeadership SupportPartner with business leaders to assess growth initiatives.Evaluate financial implications of strategic decisions.Provide recommendations supporting business objectives.Assist leadership in evaluating investment opportunities.Strategic PlanningSupport organizational planning and forecasting activities.Assess emerging business trends and opportunities.Conduct financial and operational scenario analyses.Executive CommunicationBusiness PresentationsDevelop presentations for senior management.Communicate complex financial concepts clearly.Translate analytical findings into business insights.Present recommendations to leadership audiences.Data StorytellingArticulate key outcomes of financial analysis.Highlight business drivers and performance trends.Support executive decision-making processes.Process Improvement & AutomationProcess ExcellenceImprove financial planning and reporting processes.Identify opportunities for automation and efficiency gains.Standardize recurring financial activities.Enhance reporting accuracy and timeliness.Continuous ImprovementDevelop scalable finance processes.Improve data quality and operational effectiveness.Support transformation initiatives within Finance.Project & Stakeholder ManagementSpecial ProjectsLead and support strategic finance projects.Perform ad-hoc financial analyses.Support business case development.Provide project status updates to leadership.Cross-Functional CollaborationPartner with:Finance TeamsBusiness LeadersOperations TeamsExecutive LeadershipStrategic Planning TeamsRequired QualificationsEducationBachelor's DegreeExperience2+ years of experience in:Financial AnalysisFinancial PlanningBusiness FinanceCorporate Finance2+ years of experience with:Financial ModelingForecastingBusiness Case DevelopmentPreferred QualificationsAdvanced EducationMBA (Master of Business Administration)Master's Degree in FinanceProfessional CertificationsCFA (Chartered Financial Analyst)CPA (Certified Public Accountant)Additional Experience3+ years of experience in:Financial AnalysisFinancial Modeling2+ years of experience in:Strategic PlanningBusiness StrategyFinancial StrategyTechnical SkillsFinance & AnalyticsFinancial ModelingForecastingBudgetingVariance AnalysisCost AnalysisP&L ManagementBusiness Case AnalysisReportingExecutive ReportingFinancial DashboardsBusiness ReviewsPerformance MetricsToolsMicrosoft ExcelFinancial Planning SystemsReporting PlatformsData Analysis ToolsKey SkillsFinancial AnalysisFP&AFinancial ModelingForecastingBudgetingVariance AnalysisCost ManagementStrategic PlanningExecutive ReportingBusiness PartneringFinancial ReportingData AnalysisCore CompetenciesAnalytical ThinkingBusiness AcumenProblem SolvingCommunicationFinancial JudgmentStrategic ThinkingAttention to DetailStakeholder ManagementPresentation SkillsProcess Improvement