Senior Financial Analyst FP&A

SUMMARY: The Senior Financial Analyst will serve as the primary owner of the company’s budgeting process, with a strong emphasis on financial planning and analysis. This role will lead the coordination of departmental and subsidiary budget submissions, review for accuracy and alignment with company goals, and consolidate them into a complete master budget. The analyst will also develop and maintain cash flow forecasts to support short- and long-term management, while driving multi-year financial planning to ensure strategic alignment and financial sustainability. Acting as a key partner to leadership, this position will provide insights, analysis, and recommendations to support informed decision-making and long-term growth. The analyst will leverage data visualization tools, including Power BI, to present complex financial information in clear, actionable formats.

ESSENTIAL FUNCTIONS:

• Own and manage the overall budgeting process, including the preparation, consolidation, and presentation of seasonal budgets, sub-budgets, and the master budget. Ensure alignment with organizational goals and financial sustainability.
• Provide variance analysis and reporting against budget, forecasts, and prior periods, highlighting key drivers and actionable insights.
• Build and manage multi-year financial models to inform long range planning and strategic initiatives.
• Develop, maintain, and present cash flow forecasts to support planning and operational needs.
• Support funding rate negotiations by preparing mock budgets and conducting rate analyses.
• Analytically answer the WHY are things happening and be curious to deep dive to find answers.
• Contribute to RFPs, special projects, ad hoc research, and financial analysis.
• Manage the allocation process across programs and administrative cost centers, including deciding allocations, setting them up, and tracking changes.
• Drive continuous improvements in budgeting, forecasting, and planning by developing tools, templates, and process efficiencies.
• Work closely with Business Intelligence to create impactful dashboards and reports through Power BI and other tools, ensuring financial insights are accessible and well-communicated.
• Serve as a subject-matter expert on financial planning and analysis, supporting ad-hoc analyses as needed.

COMPETENCIES

• Oral and written communication
• Proactive problem assessment
• Works independently to complete projects
• Interpersonal and customer service skills
• Organizational skills and attention to detail
• Flexibility and ability to adapt to changing business and training needs

MINIMUM REQUIREMENTS:

Education and Experience:

• BA or BS in Finance, Accounting, Business, or related field required.  Master’s degree or MBA preferred but not required. A minimum of 3 years of financial analysis and/or budgeting experience in a similar role.
• Experience with multi-company/divisional analysis highly desirable.
• Strong proficiency in financial modeling, data analysis, and spreadsheet software.
• Excellent organizational, written and verbal communication skills. 
• Advanced proficiency in Microsoft Excel and/or Power BI.
• Strong working knowledge of Microsoft Word and PowerPoint for reporting and presentations.
• Experience with FP&A software preferred.
• Ability to work both independently and as a member of the Finance team.  Must be able to work effectively with department co-workers as well as with members of other corporate departments and subsidiary companies/divisions including senior and executive management.