Sr Financial Analyst

United StatesRemoteFull-timesenior

Finance & AccountingFinancial Analyst

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Requirements Summary

5–8 years of experience in financial analysis, financial planning and analysis (FP&A), or a related finance function. Bachelor’s degree in Finance, Accounting, Business, or a related discipline.

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Finance & AccountingFinancial Analyst

The Senior Financial Analyst will play a key role in driving financial performance, strategic planning, and informed business decisions within a global financial services environment. Working closely with senior management and cross-functional teams, you will deliver financial analysis, forecasting, budgeting, and performance reporting to support revenue growth and profitability. You will identify business trends, assess financial risks and opportunities, and translate complex data into actionable recommendations. The role also involves evaluating pricing strategies, supporting strategic initiatives, and improving financial processes and reporting systems. As a trusted business partner to Sales, Client Services, Strategy, and global Finance teams, you will help align financial objectives with operational priorities. This fully remote opportunity is suited to an analytical professional who combines strong technical finance skills with business insight and effective stakeholder management.

Financial Analysis and Reporting: Prepare financial reports and analyses to support business growth and operational efficiency, including month-end close activities, budget-to-actual reviews, prior-year comparisons, trend analysis, and revenue and expense journal entries.
Budgeting and Forecasting: Lead monthly forecasting and annual budgeting in partnership with global Finance teams, ensuring accurate projections, consistent financial planning, and effective performance monitoring.
Performance Monitoring and Business Insights: Analyze financial and operational results, identify trends, risks, and opportunities, and provide actionable recommendations to support business decisions and improve profitability.
Financial Modeling and Strategic Planning: Develop and maintain financial models for budgeting, forecasting, strategic planning, and business initiatives. Evaluate business cases, pricing strategies, and strategic projects, preparing executive-level analyses and presentations.
Business Partnering and Pricing Support: Collaborate with Sales, Business Development, Client Services, Strategy, and other business units to prepare and review client cost estimates, pricing proposals, and customer invoices.
Financial Systems and Process Improvement: Support the implementation of global finance and procurement systems while ensuring adherence to financial controls, reporting standards, policies, and established processes.
Sales Incentive Administration: Manage the calculation, preparation, and administration of biannual sales incentive programs, ensuring accuracy and alignment with business objectives.
Stakeholder Communication: Present financial findings and recommendations to senior management and cross-functional stakeholders, helping translate complex financial information into clear business priorities.
Risk, Compliance, and Professional Conduct: Maintain integrity, professionalism, and accountability in all activities. Exercise appropriate care and diligence, support fair customer treatment, maintain cooperative relationships with relevant regulatory bodies, follow applicable conduct standards, and complete required compliance and regulatory training on time.

Requirements

~2 min read

5–8 years of experience in financial analysis, financial planning and analysis (FP&A), or a related finance function.
Bachelor’s degree in Finance, Accounting, Business, or a related discipline.
Advanced proficiency in Microsoft Excel, including financial modeling, forecasting, and analysis of complex datasets.
Strong proficiency in Microsoft PowerPoint and the ability to prepare clear, compelling presentations for senior stakeholders.
Demonstrated experience partnering with business leaders in a global organization to support strategic and operational decision-making.
Proven ability to influence senior stakeholders through insightful financial analysis, recommendations, and business-focused reporting.
Strong analytical and problem-solving skills, with the ability to interpret large volumes of financial and operational data from multiple sources.
Experience improving financial processes, systems, controls, policies, and reporting frameworks.
Excellent communication, collaboration, and relationship-building skills, with the ability to work effectively across functions, business units, and geographic locations.
Strong organizational skills and attention to detail, with a commitment to accuracy, quality, and meeting deadlines in a dynamic environment.
Demonstrated ability to deliver results against defined objectives while managing competing priorities and adapting to changing business needs.
A Master of Business Administration (MBA), Master of Science in Finance (MSF), or related postgraduate qualification is preferred.
Commitment to ethical business conduct, regulatory compliance, customer fairness, and ongoing professional development.