Senior Financial Analyst

Responsibilities

KBW Financial has partnered with a well established organization based out of Middlesex County, MA that is actively looking to add a Senior Financial Analyst to their growing team! The Senior Financial Analyst will report to the Director of Finance and assist with Modeling, budgeting, forecasting, and reporting. The Senior Financial Analyst will perform the following:

• Develop and refine financial models to support operational performance, overhead analysis, and broader strategic initiatives
• Play a key role in the budgeting cycle and contribute to ongoing forecasting across multiple business units
• Evaluate financial results to identify trends, risks, and opportunities, and partner with the business to drive data-backed improvements
• Provide regular performance reporting and insights across core operational areas including manufacturing, supply chain, distribution, and inventory
• Collaborate cross-functionally with teams such as Operations, Sales, and Supply Chain to support planning and scenario analysis
• Analyze sales data, variances, and key trends to help inform decision-making and improve overall business performance
• Review bills of materials and costing structures to ensure accuracy in product costing and standard cost models
• Track and interpret operational KPIs, offering recommendations to improve efficiency and reduce ongoing losses
• Own and enhance reporting processes, including building and maintaining dashboards using tools like Excel and Power BI
• Help drive improvements in reporting by moving toward more automated, real-time insights
• Contribute to ongoing process improvements across reporting, data integrity, and financial controls
• Support inventory-related activities, including physical counts and reconciliations as needed
• Handle ad hoc analysis and special projects in support of finance leadership
  
  

All interested candidates should submit resumes in Word format via email to Jimmy Oates at joates@kbwfinancial.com.

KBW789