What are the responsibilities and job description for the Senior Financial Analyst position at Maxcess?
POSITION SUMMARY:
The Senior Financial Analyst will serve as a key finance partner to the Americas Go-To-Market organization, providing financial insight and decision support across sales performance, orders, and operational execution. This role is highly visible and will work closely with Sales, Operations, and Finance leadership to drive revenue growth, improve forecast accuracy, and enhance business visibility.
The ideal candidate combines strong financial acumen with systems expertise, leveraging tools such as Power BI, Salesforce, OneStream, Oracle, and Epicor to deliver actionable insights and scalable reporting solutions.
KEY RESPONSIBILITIES
Knowledge, Skills, and Abilities
Maxcess is an equal employment opportunity employer. We do not discriminate on the basis of race, religion, sex, disability, age, pregnancy, national origin, sexual orientation, or any other characteristic protected by applicable law. We are committed to diversity and inclusion, and all qualified candidates are encouraged to apply.
The Senior Financial Analyst will serve as a key finance partner to the Americas Go-To-Market organization, providing financial insight and decision support across sales performance, orders, and operational execution. This role is highly visible and will work closely with Sales, Operations, and Finance leadership to drive revenue growth, improve forecast accuracy, and enhance business visibility.
The ideal candidate combines strong financial acumen with systems expertise, leveraging tools such as Power BI, Salesforce, OneStream, Oracle, and Epicor to deliver actionable insights and scalable reporting solutions.
KEY RESPONSIBILITIES
- Partner with Americas Go-To-Market leadership to analyze sales performance, orders, backlog, and revenue trends
- Support the consolidation, analysis, and reporting of monthly and quarterly financial results, forecasts, and key business drivers
- Assist in the development of the annual budget and long-range (3-year) financial plan, with a focus on revenue and commercial drivers
- Build and maintain Power BI dashboards to provide real-time visibility into sales, orders, and operational KPIs
- Leverage Salesforce data to analyze pipeline, bookings, conversion rates, and forecast accuracy
- Develop and enhance reporting that connects orders to revenue and operational execution
- Prepare and distribute recurring reporting packages, including:
- Weekly sales orders, backlog, and shipments reporting
- Monthly consolidated financial results
- Quarterly business performance reporting
- Support the preparation of executive and Board of Directors materials
- Leverage and expand OneStream capabilities to improve forecasting processes and reporting automation
- Identify opportunities for process improvement, automation, and enhanced data visualization
- Perform ad hoc analysis to support strategic commercial and operational initiatives
Knowledge, Skills, and Abilities
- Advanced proficiency in Microsoft Excel and PowerPoint
- Experience with Power BI (or similar BI tools) for dashboard development and data visualization
- Strong working knowledge of Salesforce reporting and data structures
- Experience with ERP systems such as Oracle and/or Epicor
- Experience with financial systems such as OneStream, Hyperion, or similar tools preferred
- Strong analytical and problem-solving skills with the ability to translate data into actionable insights
- Ability to manage multiple priorities in a fast-paced, deadline-driven environment
- Demonstrated ability to improve processes and drive automation
- Strong attention to detail and data accuracy
- Effective communication skills with the ability to influence cross-functional stakeholders
- Ability to work independently and maintain confidentiality
- Bachelor’s degree in Finance, Accounting, or related field
- 5 years of relevant experience in FP&A, public accounting, or a manufacturing environment
- Experience supporting commercial, sales, or revenue-focused functions strongly preferred
- Experience in a multi-location or global organization preferred
- Ability to sit for extended periods of time
Maxcess is an equal employment opportunity employer. We do not discriminate on the basis of race, religion, sex, disability, age, pregnancy, national origin, sexual orientation, or any other characteristic protected by applicable law. We are committed to diversity and inclusion, and all qualified candidates are encouraged to apply.