Demo

Senior Financial Analyst

KBW Financial Staffing & Recruiting
Boston, MA Full Time
POSTED ON 11/13/2025
AVAILABLE BEFORE 12/12/2025
KBW Financial Staffing & Recruiting has partnered with a growing software company in the Boston area to identify a hard-working and personable Senior Financial Analyst with strong attention to detail and excellent communication skills.

This position offers high visibility to senior leadership and the board within a lean, dynamic finance organization. It’s an excellent opportunity for a motivated self-starter who is looking to grow professionally.

Key Responsibilities

  • Lead and support the annual budgeting process
  • Develop and manage financial and operational reporting and metrics
  • Prepare monthly forecasts, budgets, and variance analyses
  • Revenue forecasting, planning and analysis
  • Track and analyze key performance indicators (KPIs) across departments
  • Partner cross-functionally with business leaders to drive performance
  • Lead projects to enhance financial and operational efficiency
  • Provide analysis and insights to support strategic decision-making

Qualifications

  • Minimum 3 years of financial analysis experience
  • Bachelor’s degree in Accounting, Finance, or Business
  • Strong analytical and financial modeling skills
  • Advanced Excel proficiency required
  • Excellent communication and presentation skills
  • Strong attention to detail and accuracy
  • Ability to thrive in a fast-paced, deadline-driven environment

Hybrid Schedule: 3 days in office

Compensation: $125,000 - $145,000 plus bonus

For additional information, please forward a copy of your resume and contact information in Word Document form to Merry Doyle at mdoyle@kbwfinancial.com

Salary : $125,000 - $145,000

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