What are the responsibilities and job description for the Senior Financial Analyst position at LHH?
Senior Financial Analyst, Financial Planning & Analysis (FP&A)
Overview
The Senior Financial Analyst, FP&A plays a key role in supporting revenue-generating and commercial functions by delivering financial planning, forecasting, and analytical insights that inform strategic decision-making. This position partners closely with sales, marketing, and operational leaders to drive revenue performance, expense management, and long-term planning initiatives.
Reporting to the Director of FP&A, this role requires strong analytical and problem-solving skills, advanced financial modeling capabilities, and the ability to clearly communicate financial insights to both finance and non-finance stakeholders.
Key Responsibilities
Financial Planning & Forecasting
- Assist in the development and maintenance of financial models supporting budgeting, forecasting, and strategic initiatives.
- Support revenue forecasting, expense planning, and scenario analysis in partnership with commercial leadership.
- Analyze trends and drivers impacting financial performance and provide actionable recommendations.
Data Analysis & Reporting
- Collect, analyze, and interpret sales and financial data to generate meaningful business insights.
- Prepare and analyze financial reports on a daily, monthly, quarterly, and annual basis.
- Develop and maintain dashboards and reports to track sales performance, pipeline activity, and key performance indicators (KPIs).
- Aggregate and distribute recurring performance reports, including daily and monthly summaries.
Profitability & Performance Analysis
- Perform profitability analysis across customers, products, regions, and channels.
- Support commercial leaders with performance insights related to sales effectiveness, territories, regions, and individual contributors.
- Identify opportunities to improve margins, productivity, and resource allocation.
Executive & Strategic Support
- Assist in preparing financial materials and analysis for executive leadership and Board of Directors presentations.
- Support strategic planning initiatives with financial analysis and modeling.
Close & Operational Support
- Assist with monthly close activities, including accruals, prepaids, and variance analysis.
- Partner with accounting to ensure alignment between financial reporting and planning outputs.
Process Improvement & Automation
- Champion standardization, automation, and continuous improvement of FP&A processes, reporting, and tools.
- Support enhancements to financial systems, dashboards, and reporting capabilities.
Additional Analysis & Projects
- Support headcount reporting, capital spending analysis, and project-level reporting.
- Perform ad hoc analysis and reporting as business needs arise.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- MBA, CPA, CFA, or CMA preferred.
- 5–7 years of experience in Financial Planning & Analysis or a related finance role.
- Strong financial modeling, analytical, and problem-solving skills.
- Advanced proficiency in Excel; experience with BI and dashboarding tools preferred.
- Ability to synthesize complex data into clear, concise insights.
- Strong communication skills with experience presenting to senior leaders.
- Ability to manage multiple priorities in a fast-paced environment.
- Equal Opportunity Employer/Veterans/Disabled
- To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
- Please email resumes to michele.degaetano@LHH.com
Salary : $110,000 - $125,000