Senior Financial Analyst

At FORTÉ, every role plays a part in reimagining how the modern workplace works. Whether you're on the front lines with customers or behind the scenes making things run, your work helps people connect, collaborate, and get things done. From classrooms to control centers, we design and deliver the systems that power smarter, more connected workplaces – and it all starts with the people who make them possible. FORTÉ (formerly AVI Systems) is a 100% employee-owned company with 50 years of experience and a bold new identity.

The Senior Financial Analyst (Finance Business Partner) serves as a strategic finance partner to operational and executive leaders, owning forecasting and performance routines for business units and locations across the U.S. This role proactively identifies risks and opportunities, performs deep-dive analysis on project profitability and entity-wide profitability, and influences decisions through clear, actionable recommendations that improve economic and operational efficiency.

Key Responsibilities

• Serve as the primary finance partner for business units/locations; build trusted relationships and provide actionable insights to operational leaders.
• Acts as an extension of the Director of FP&A for assigned areas, escalating key issues, proposing solutions, and taking ownership of complex analysis.
• Own forecasting, planning, and performance routines; ensure assumptions are well-supported and communicate outlook, risks, and opportunities.
• Lead root-cause analysis on project slippage, margin erosion, and performance variances; synthesize findings into clear recommendations.
• Work cross functionally with legal and operations to facilitate working capital and cash flow implications for WIP and A/R.
• Identify profitability levers (pricing, mix, productivity, cost-to-serve, execution) and drive practical actions that improve gross profit and net income.
• Perform deep-dive utilization/chargeability and capacity analysis; translate productivity insights into staffing and execution recommendations.
• Drive scalable process improvement standardizing metrics, building durable dashboards/tools (Excel/Power BI), and automate reporting/forecasting to improve efficiency.
• Prepare and present materials for executive reviews; influence outcomes through data-driven storytelling and clear communication.
• Coach/mentor junior analysts as applicable; elevate analytical quality, business partnership, and follow-through.
• Preparing operational leaders and financial stakeholders for monthly business review for your assigned regions.
• Assisting the Director of FP&A lead semi-annual financial trainings to the operations teams.

What Success Looks Like

• Operational leaders rely on you as a trusted advisor and strategic partner.
• Risks and opportunities are surfaced early with context, root-cause analysis, and a clear path forward.
• Forecasts and performance narratives are forward-looking, accurate, and decision-ready.
• Profitability and efficiency improve through insights, improved execution discipline, and scalable process/tool enhancements.

Core Competencies

• Proactivity & Ownership – Anticipates issues, follows through, and operates effectively with minimal direction.
• Business Acumen – Understands operational drivers and how they flow through the income statement.
• Analytical Rigor – Strong modeling, variance analysis, and root-cause problem solving.
• Continuous Improvement – Builds scalable processes, improves reporting, and automates where possible.
• Comfortable with Ambiguity- Deal with imperfect data, ambiguous environments; able to proactively identify new/evolving trends and provide suggested action/direction.
• Communication & Influence – Presents clearly to leaders and builds trusted cross-functional partnerships.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field (MBA/CPA/CMA a plus).
• 5–10 years of progressive financial analysis/FP&A experience, including direct business partnering with operational leaders.
• Advanced financial modeling and analytical skills; expert-level Excel proficiency; ability to structure ambiguous problems and develop decision-ready insights.
• Demonstrated experience owning forecasting/planning cadences and leading variance/root-cause analysis for complex areas (projects, locations, service lines, etc.).
• Experience with productivity and project economics metrics (e.g., utilization/chargeability, margins) and translating insights into actions.
• Strong communication and influencing skills; comfortable presenting to leadership and advising non-financial stakeholders.
• Power BI/dashboarding and automation experience preferred.

Why This Role Matters

This role sits at the intersection of strategy and execution, helping operational leaders across the organization clearly understand financial performance, the underlying drivers, and the actions required to improve results. By proactively identifying risks, uncovering opportunities, and translating analysis into practical recommendations, the Senior Financial Analyst directly influences decision-making, strengthens execution discipline, and drives sustainable improvements in profitability and operational performance.

Why Should You Apply?

At FORTÉ, your work matters, and it’s easy to see the impact you make. That’s because we’re 100% employee-owned, and everyone here has a stake in how we show up – for each other, our customers, and the future we’re building. You’ll join a team that values your strengths, supports your growth, and shares your commitment to doing work that moves people and organizations forward. With bold momentum and a clear mission, FORTÉ is a place where you can bring your best – and build what’s next.

The benefits of ownership

At FORTÉ, you're not just covered – you’re supported. Our employee-owners have access to a comprehensive benefits package designed to protect your health, grow your wealth, and help you do your best work.

Here’s a look at what we offer:

• Healthcare, vision & dental coverage to keep you and your family well
• Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) for more control over your healthcare dollars
• Employer-paid life and disability insurance for added peace of mind
• 401(k) with company match to invest in your future
• Employee Stock Ownership Plan (ESOP) so you benefit directly from our shared success
• Tuition reimbursement and ongoing learning opportunities to support your growth
• Employer-paid employee assistance program to care for your physical, mental, and financial health
• Paid time off that helps you truly disconnect

FORTÉ is an equal opportunity employer, including individuals with disabilities and veterans.