Senior Financial Analyst

Job Summary:

Under the direction of the Senior Manager, Finance, the Senior Financial Analyst supports financial planning, budgeting, forecasting, and reporting activities for the organization and its subsidiaries. This role partners with business units to provide financial insights, improve reporting, and support decision-making. The position also contributes to financial modeling, cash flow forecasting, and process improvement initiatives.

Essential Duties and Responsibilities: 

• Support the annual budgeting process and quarterly forecasting cycles
• Prepare recurring financial reports and assist in developing materials for senior management and board presentations
• Perform financial analysis, including variance analysis, KPI tracking, and support for capital investment evaluations
• Assist with cash flow forecasting and liquidity planning
• Support financial oversight of projects through tracking, reporting, and analysis
• Contribute to M&A activities, including financial modeling, due diligence support, and integration analysis
• Develop and maintain financial models and reporting tools
• Provide ad hoc analysis and insights to support business decisions
• Partner with internal teams to improve financial processes, reporting accuracy, and efficiency
• Assist with internal audit requests and other special projects as needed

Position Requirements (Work Experience, Skills, Licenses, etc.):  

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field required
• 2–5 years of relevant finance or accounting experience
• Experience with budgeting, forecasting, and financial analysis
• Strong proficiency in Microsoft Excel and PowerPoint, including financial modeling and data analysis
• Strong analytical, problem-solving, and communication skills
• Ability to work independently and collaborate across teams

Additional Skills/Abilities Preferred, but Not Required:

CPA with Big 4 experience preferred but not required.

• MBA preferred but not required.
• Experience in construction, engineering, or project-based industries strongly preferred.
• Familiarity with Cognos TM1/Planning Analytics, Power BI, or similar business intelligence tools.
• 2+ years Corporate Finance experience preferred.

ACCO Competencies:

• Proactivity/Initiative: Recognizes what needs to be done and accomplishes it in a manner appropriate for one’s level/position and with minimal supervision.

• Perseverance: Shows wherewithal to fight for difficult goals despite challenges and to bounce back from adversity.

• Motivation/Dedication: Commits to excellence in pursuing unselfish goals. Initiates action with collective goals, takes responsibility, and shows personal humility.

• Technical Curiosity/Willingness to Learn: Interest in seeking out new experiences, knowledge, and candid feedback; demonstrating an openness to learning and change.

• Insight: The ability to gather and make sense of information that suggests new possibilities.

• Engagement: Shows a knack for using emotion and logic to communicate a persuasive vision and connect with people.

• People Skills: Is approachable and gains the mutual trust and respect of others. Understands people’s strengths & weaknesses and actively seeks to understand other perspectives.

• Communication: Fosters open, honest, candid and respectful communication. Effectively assesses, defines and communicates issues in a timely manner, both written and verbal.

• Teamwork: The ability to effectively work toward common goals