What are the responsibilities and job description for the Senior Financial Analyst position at Guardian Alarm?
Job Details
Description
Summary of Position
The Senior Financial Analyst plays a critical role in supporting Guardian Alarm's financial planning, forecasting, reporting, and strategic decision-making processes. This position partners closely with finance leadership and operational leaders to provide financial insights, develop forecasts, evaluate business performance, and support growth initiatives. The Senior Financial Analyst is responsible for developing financial models, analyzing operational and financial trends, preparing executive-level reporting, and delivering actionable recommendations that drive business performance. This role serves as a key business partner across the organization and supports strategic initiatives including budgeting, acquisitions, pricing analysis, and long-range planning.
Essential Functions
Financial Planning & Forecasting
Description
Summary of Position
The Senior Financial Analyst plays a critical role in supporting Guardian Alarm's financial planning, forecasting, reporting, and strategic decision-making processes. This position partners closely with finance leadership and operational leaders to provide financial insights, develop forecasts, evaluate business performance, and support growth initiatives. The Senior Financial Analyst is responsible for developing financial models, analyzing operational and financial trends, preparing executive-level reporting, and delivering actionable recommendations that drive business performance. This role serves as a key business partner across the organization and supports strategic initiatives including budgeting, acquisitions, pricing analysis, and long-range planning.
Essential Functions
Financial Planning & Forecasting
- Support the annual budgeting process, quarterly forecasting cycles, and long-range financial planning activities.
- Develop and maintain financial models used for forecasting revenue, expenses, cash flow, and profitability.
- Analyze financial results and variances against budget, forecast, and prior periods.
- Prepare scenario analyses and sensitivity models to support business planning and decision-making.
- Analyze financial and operational performance trends across business units and departments.
- Develop KPI reporting and performance dashboards that support executive decision-making.
- Evaluate customer, installation, service, and monitoring profitability to identify opportunities for improvement.
- Perform pricing, margin, and profitability analyses to support growth and operational initiatives.
- Prepare monthly, quarterly, and annual reporting packages for executive leadership.
- Translate complex financial and operational data into clear business insights and recommendations.
- Support board, lender, and investor reporting activities as needed.
- Assist finance leadership with strategic planning and business case development.
- Partner with operational leaders to understand business drivers and support performance improvement initiatives.
- Collaborate with Accounting, Sales, Operations, Marketing, and IT teams to improve reporting and financial visibility.
- Serve as a trusted financial resource to business leaders throughout the organization.
- Support acquisition analysis, financial modeling, and integration planning activities.
- Assist in evaluating new business opportunities, investments, and growth initiatives.
- Participate in special projects related to operational efficiency, business transformation, and strategic growth.
- Utilize financial planning, reporting, and business intelligence tools to support analysis and reporting activities.
- Develop and maintain reporting dashboards and automated reporting solutions.
- Support data integrity, reporting accuracy, and continuous improvement of financial reporting processes.
- Advanced financial modeling and forecasting skills.
- Strong analytical and problem-solving capabilities.
- Advanced Microsoft Excel skills, including complex financial modeling, Power Query, Pivot Tables, and scenario analysis.
- Strong understanding of financial statements and key business performance drivers.
- Experience developing executive-level reporting and presentations.
- Ability to synthesize complex information into actionable recommendations.
- Strong communication and business partnering skills.
- Experience with Power BI, Tableau, or similar business intelligence platforms preferred.
- Ability to manage multiple priorities in a fast-paced, growth-oriented environment.
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field required.
- 5–8 years of experience in FP&A, corporate finance, accounting, investment banking, or related analytical roles.
- Experience with budgeting, forecasting, and financial modeling required.
- Experience preparing executive-level reporting and financial presentations required.
- Experience supporting a recurring revenue, subscription-based, or service-oriented business preferred.
- Experience supporting acquisition analysis, integration activities, or high-growth organizations preferred.
- MBA, CPA, CFA, or similar professional designation preferred.