Senior Financial Analyst

Palmer Group has partnered with our client in their search for a Senior Financial Analyst to join their team. The Senior Financial Analyst will collaborate with leadership and business partners to offer recommendations to achieve strategic financial goals. They will provide an in-depth analysis of financial data in order to develop and oversee the budget and forecast process, enhancing organizational performance. They will also enjoy high visibility within the organization, a hybrid work schedule, and an on-site cafeteria and gym. If interested and qualified, apply today to learn more!

Work Model:

• Hybrid

What You Will Do:

• Develop, execute, and oversee the budget and forecasting process 
• Collaborate with cross-functional teams to deliver insights
• Compile detailed reports for senior management regarding trends, discrepancies, and potential for cost reduction or revenue growth
• Create and sustain financial models to back strategic initiatives, assess business cases, and analyze investments
• Formulate long-term strategic financial plans with leadership
• Create financial plans aligned with organizational strategy to maximize value
• Present recommendations to senior leaders at team meetings to enhance value
• Develop financial models, prepare reports, and analyze accounting literature to evaluate impacts on forecasts and budgets
• Support leadership initiatives by performing ad hoc financial analyses
• Collaborate with business partners to enhance financial acumen by educating on key metrics and optimizing self-service tools

What You Will Need to Be Successful:

• Bachelor's degree in accounting or a related field, or practical work experience
• Over 5 years of experience in the accounting/finance field, including managing budgets, forecasting, and financial reporting
• Independent problem-solving skills and strong analytical abilities
• Excellent verbal and written communication skills, as well as an aptitude for building relationships
• Experience with safeguarding confidential information
• Skill in conducting analysis and providing data-driven insights to management
• Proficiency in completing and mentoring others through sequential processes
• Capability to adhere to deadlines and accuracy standards
• High level of collaboration with internal stakeholders to create reports and analyses to meet their needs
• Capacity to evaluate data accurately, derive insights from data, and draft easily understood, concise reports
• Excellent technical skills, proficiency with ERP systems and financial software, and the capacity to gain proficiency with new systems quickly
• Certified Public Accountant (CPA) preferred
• Proficiency with Adaptive, Workday, or additional visualization or data analysis tools preferred

Benefits Overview:

• Health, dental, and vision insurance
• 401k
• PTO

Interested and qualified candidates can contact Sarah Assman at (515) 225-7000 or email Sarah at sassman@thepalmergroup.com.