Senior Financial Analyst

Job Summary

We are seeking a highly skilled and results-driven finance professional to support key FP&A processes, including the Annual Operating Plan (AOP), forecasting, monthly close, and management reporting. The ideal candidate will be a strategic finance partner with a proven track record in financial modeling, reporting, and problem-solving. This role will be instrumental in developing standardized, scalable reporting solutions that enhance business insights and drive informed decision-making. Additionally, the candidate should have experience with common planning and reporting systems and the ability to apply them effectively within InformData. Success in this role requires strong attention to detail, adaptability, and the ability to thrive in a fast-paced, dynamic environment with shifting priorities while fostering a culture of trust.

Please note that this job description is meant to give a basic understanding of the position and does not cover every part of the job duties and requirements. InformData reserves the right to change or assign other duties to this position at any time.

• Support all aspects of financial planning, forecasting, trend analysis, and performance reporting for key business stakeholders.
• Act as a strategic finance partner to department leaders, building and maintaining strong relationships with business owners.
• Develop and execute financial analyses and models for income statements, balance sheets, and cash flow statements to drive monthly, quarterly, and annual forecasts.
• Assess existing FP&A reporting systems, identifying opportunities for improvement and leading initiatives to enhance efficiency and simplification.
• Apply a solid understanding of GAAP principles, ensuring alignment with accounting teams during month-end close for accurate financial reporting.
• Collaborate cross-functionally with various departments and managers to support financial decision-making.
• Prioritize and manage multiple projects and deadlines in a fast-paced, dynamic environment.
• Perform ad-hoc financial modeling, analysis, and reporting as needed.

Qualifications

• Bachelor's degree in Accounting or Finance; MBA is a plus.
• 3-5+ years of experience in Corporate FP&A, with a strong background in budgeting, forecasting, reporting, process management, and data modeling.
• Experience at a Big 4 firm and/or a private equity portfolio company is preferred.
• Strong analytical and problem-solving skills, with a keen attention to detail and a commitment to data integrity.
• Excellent verbal and written communication skills.
• Proficiency in Excel and PowerPoint at an advanced level.
• Ability to manage multiple deliverables and competing priorities effectively.
• Comfortable navigating ambiguity in a dynamic, fast-paced environment.
• Strong collaboration skills, with the ability to work cross-functionally to identify business needs and reporting requirements.
• Hands-on experience with ERP systems (NetSuite), forecasting and planning tools (Vena, Adaptive), and reporting systems.

Working Conditions

• This position requires the incumbent to work indoors at a desk for extended periods of time and use of work station.
• The person must be able to comprehend and follow work instructions in a fast-paced, team environment.
• This position requires the ability to interact with all levels within the organization and requires the ability to respond professionally to all individuals and work well as a team player.
• This position may be requested to work overtime on occasion to meet company objectives.

The essential functions of the job may or may not have been described fully in this job description. Consistent with the Americans with Disabilities Act (ADA), it is the policy of InformData to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause undue hardship.

InformData is an equal opportunity employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.