Note: The job is a remote job and is open to candidates in USA. SoTalent is seeking a Senior Financial Analyst to support financial planning, forecasting, reporting, and performance management. The role partners with business and finance leaders to develop financial models, provide strategic insights, improve forecasting accuracy, and support enterprise-wide decision-making.
Responsibilities
- Lead the planning, budgeting, forecasting, and long-range financial planning processes for assigned business areas
- Develop and maintain detailed financial forecasts, annual budgets, and multi-year business plans
- Analyze financial drivers, business assumptions, risks, and opportunities to support strategic decision-making
- Partner with finance and operational leaders to validate assumptions and align forecasting methodologies
- Ensure consistency between actual results, forecasts, budgets, and strategic plans
- Drive improvements in forecast accuracy, planning processes, and financial governance practices
- Facilitate scenario planning and sensitivity analysis to support business strategy and resource allocation decisions
- Design, develop, and maintain sophisticated financial models to support planning, forecasting, investment evaluation, and operational decision-making
- Conduct scenario, sensitivity, profitability, and trend analyses to evaluate business performance and opportunities
- Support business cases, capital investments, strategic initiatives, and operational improvement projects
- Translate complex financial and operational data into actionable insights and recommendations
- Identify key business drivers and evaluate their impact on revenue, expenses, profitability, and cash flow
- Establish and promote best practices for financial modeling, reporting, and analytical processes
- Deliver timely and accurate monthly, quarterly, and annual financial reporting packages
- Perform variance analysis against budgets, forecasts, and prior-period performance
- Develop meaningful narratives that explain financial performance, trends, risks, and opportunities
- Monitor and analyze revenue, operating expenses, cost structures, profitability, and other key performance indicators
- Create dashboards, scorecards, and executive-level presentations to communicate results effectively
- Partner with accounting and business leaders to ensure consistency between financial reporting and management reporting
- Identify operational and financial performance improvement opportunities through data-driven analysis
- Serve as a trusted advisor to business leaders by providing financial guidance and strategic recommendations
- Collaborate with cross-functional teams to support business planning, investment decisions, and operational initiatives
- Drive discussions around resource allocation, financial performance, and organizational priorities
- Evaluate financial implications of strategic decisions and recommend actions to maximize business value
- Support executive leadership with insights that balance risk, growth, and profitability objectives
- Identify opportunities to improve financial processes, reporting frameworks, forecasting methodologies, and analytical capabilities
- Lead initiatives focused on automation, workflow optimization, and enhanced reporting efficiency
- Support the implementation and adoption of finance systems, planning tools, and advanced analytics solutions
- Ensure compliance with accounting standards, internal controls, financial policies, and governance requirements
- Monitor data integrity and proactively resolve reporting or forecasting discrepancies
- Contribute to finance transformation initiatives that improve business insights and operational effectiveness
- Function as a subject matter expert in financial planning, modeling, and business analysis
- Mentor and provide guidance to junior analysts and finance team members
- Promote best practices, knowledge sharing, and continuous improvement across the finance organization
- Lead complex projects and analyses with minimal supervision while maintaining high quality standards
Skills
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
- Minimum of 7 years of progressive experience in financial analysis, financial planning and analysis (FP&A), accounting, or corporate finance
- At least 2 years of hands-on financial modeling experience
- Strong knowledge of budgeting, forecasting, variance analysis, financial reporting, and performance management
- Advanced understanding of accounting principles and financial statement analysis
- Exceptional analytical, problem-solving, and critical-thinking skills
- Advanced Microsoft Excel expertise, including complex formulas, financial models, dashboards, automation, macros, and data analysis
- Experience building executive presentations and communicating insights to senior leadership
- Strong stakeholder management and cross-functional collaboration skills
- Ability to work independently and manage multiple priorities in a fast-paced environment
- Strong financial and business acumen with the ability to connect financial performance to operational outcomes
- A strategic mindset focused on value creation, performance improvement, and business growth
- Exceptional communication and storytelling skills that transform data into meaningful business insights
- A proactive approach to identifying risks, opportunities, and process improvements
- Leadership capabilities with a passion for mentoring others and driving organizational excellence
- Curiosity, innovation, and a commitment to continuous learning and improvement
- Master's degree in Business Administration, Finance, Accounting, Economics, or related field
- CPA, CFA, or other relevant professional certifications
- Experience with enterprise financial systems, ERP platforms, and financial planning tools
- Knowledge of business intelligence and data visualization solutions
- Experience implementing automation, workflow improvements, and advanced analytics initiatives
- Familiarity with AI-enabled financial analysis and forecasting tools
- Industry experience in large-scale, complex, or highly regulated environments
Benefits
- Remote work arrangement
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