Description:
The Senior Financial Analyst plays a critical role in supporting strategic decision-making through advanced financial analysis, pricing reviews, forecasting, and financial modeling. This position works closely with operational leaders and business partners to evaluate financial performance, develop pricing strategies, assess contract profitability, and identify opportunities to improve organizational outcomes.
The ideal candidate is highly analytical, possesses strong Excel and financial modeling skills, and can translate complex data into clear business insights and recommendations.
Primary Accountabilities
Financial Analysis, Budgeting and Performance Management
- Develop and maintain complex financial models to support forecasting, strategic planning, pricing decisions, and business initiatives.
- Perform scenario, sensitivity, and profitability analyses to support executive decision-making.
- Partner with business leaders to develop annual budgets, forecasts, and long-range financial plans.
- Support quarterly business reviews and strategic planning discussions with data-driven insights.
Pricing & Contract Profitability
- Lead pricing analyses for contracts, proposals, and Requests for Proposals (RFPs).
- Build and maintain pricing models to evaluate financial viability, margin performance, and return on investment.
- Support periodic rate reviews and assess the financial impact of operational, compensation, and funding changes.
Business Partnership & Decision Support
- Collaborate with operational leaders to evaluate business initiatives, operational changes, and investment opportunities.
- Present financial findings and recommendations to management in a clear, concise, and executive-friendly manner.
- Identify opportunities to streamline financial processes, reporting templates, and analytical workflows.
- Prepare clear briefing materials, summaries, and recommendations for senior leaders including converting complex analysis into concise narratives that support decision making.
- Support ad hoc financial analyses and special projects as required.
Education & Professional Designation
- CPA designation, CPA candidate nearing completion of the program, or a master's degree in business, Finance, or a related discipline is required.
Experience
- 5+ years of progressive experience in FP&A, corporate finance, pricing, or financial analysis.
- Demonstrated experience developing complex financial models and business cases.
- Experience supporting pricing decisions, contract reviews, profitability analysis, or RFP submissions is strongly preferred.
- Technical Skills
- Advanced Microsoft Excel skills are required, including complex formulas and functions, PivotTables, financial modeling, scenario analysis and data visualization.
- Strong understanding of financial statements, budgeting, forecasting, and performance measurement.
- Experience with Adaptive Insights, Power BI or other analytical tools is an asset.
- Comfortable using emerging analytics, automation, and AI enabled tools responsibly, with appropriate attention to data privacy, accuracy, validation, and human oversight.
Core Competencies
- Advanced analytical and problem-solving abilities.
- Strong attention to detail and commitment to accuracy.
- Ability to communicate complex financial concepts to non-financial audiences.
- Proven ability to manage multiple priorities and deliver high-quality work under tight deadlines.
- Strong business acumen with a proactive and solution-oriented mindset.
- Continuous improvement mindset, with the ability to challenge existing processes, adopt new tools thoughtfully, and drive practical efficiencies across FP&A activities.