What are the responsibilities and job description for the Senior Financial Analyst position at Legacy Search Advisors?
Most FP&A roles are reporting jobs… this one actually influences the business.
Senior Financial Analyst
$95K–$115K base bonus long-term upside
Top-tier benefits real investment in employee growth
Baltimore-Metro Area - Free Parking
If you’re tired of just cranking out reports and want a seat at the table—keep reading.
We’re partnering with a globally respected, Financial Services Firm (think: strong reputation, zero bureaucracy, real ownership mindset) looking to add a Senior Financial Analyst to their high-impact Corporate Finance team.
💥 Why this role stands out:
- You won’t just report numbers — you’ll shape decisions
- Direct exposure to leadership strategic initiatives
- A culture built on ownership, collaboration, and excellence
- Real career trajectory into leadership / strategic finance
🎯 What you’ll actually do:
- Own and drive monthly reporting variance analysis
- Build board-level materials executive presentations
- Take the lead on forecasting portions of the P&L
- Identify trends, risks, and opportunities that impact the business
- Improve and automate reporting (Power BI, Tableau, SQL = huge plus)
- Jump into high-visibility FP&A projects
✅ What they’re looking for:
- 4 years of FP&A / finance experience
- Strong Excel data storytelling skills
- Financial services / wealth management = big advantage
- Systems experience (Workday, Adaptive, BI tools) = major plus
- Someone who’s curious, detail-oriented, and not afraid to speak up
⚠️ Reality check:
This is not a “hide behind your spreadsheet” role.
You’ll be expected to think, challenge, and contribute.
If you want autopilot—this isn’t it.
If you want impact—this is.
📩 Interested (or know someone who should be)?
Easy Apply OR Message me to learn more!
Salary : $95,000 - $115,000