What are the responsibilities and job description for the Senior Financial Analyst position at Navigate Search?
We’re seeking an experienced Senior Financial Analyst to join a dynamic and growing, private organization. This role is pivotal in driving strategic financial decisions through budgeting, forecasting, KPI reporting, and three-statement modeling. You’ll work closely with leadership to deliver insights that shape business direction.
Key Responsibilities
- Lead the annual budgeting cycle and monthly forecasting processes.
- Build and maintain KPI dashboards, variance analysis, and reporting tools.
- Lead and Mentor a team of financial analysts.
- Develop and refine three-statement financial models to support strategic planning.
- Serve as the primary financial analysis partner to cross-functional teams.
- Identify and implement process improvements and automation opportunities in reporting.
Qualifications
- Bachelor’s degree in Accounting, Finance, or Economics required.
- 5 years of progressive experience in financial analysis or FP&A.
- Advanced Excel skills (pivot tables, VLOOKUP, INDEX/MATCH, modeling).
- Strong understanding of budgeting, forecasting, and financial statements.
- Proven ability to manage large datasets and deliver actionable insights.
- Excellent communication and presentation skills for executive-level reporting.
Why Join Us
- Competitive compensation and benefits package.
- Direct exposure to senior leadership and strategic projects.
- A collaborative culture that values innovation, accountability, and professional growth.
- Clear opportunities for career advancement and skill development.
If you're passionate about finance and ready to take your career to the next level, we’d love to hear from you. Apply today and become part of an organization that values your expertise and invests in your growth.