What are the responsibilities and job description for the Senior Financial Analyst position at Segrera Associates?
Senior Financial Analyst
Overview
We are looking for an experienced Senior Financial Analyst to join a growing organization and serve as a key business partner to leadership. This individual will be responsible for financial analysis, forecasting, budgeting, reporting, and strategic decision support. The role requires a strong analytical mindset, the ability to interpret large data sets, and the confidence to provide recommendations that influence business decisions.
This position offers the opportunity to work cross-functionally with operational and executive teams to improve financial performance, identify growth opportunities, and support long-term business objectives.
Primary Responsibilities
Financial Analysis & Reporting
- Develop and maintain financial models to support budgeting, forecasting, and long-range planning activities.
- Analyze business performance, financial results, and operational metrics to identify trends and improvement opportunities.
- Prepare recurring and ad hoc financial reports for management and executive leadership.
- Conduct variance analysis and provide insight into key drivers impacting performance.
Forecasting & Planning
- Support annual budgeting and periodic forecasting processes.
- Monitor financial performance against budgets and forecasts, highlighting risks and opportunities.
- Assist with scenario planning and sensitivity analyses to support business decision-making.
- Evaluate investments, expenditures, and business initiatives through financial analysis and ROI assessments.
Business Partnership
- Collaborate with leaders across finance, operations, and other departments to provide financial guidance and support.
- Translate complex financial information into actionable recommendations for stakeholders.
- Support strategic initiatives by providing analytical and financial insights.
- Assist with special projects, operational reviews, and performance improvement initiatives.
Process & Systems Improvement
- Identify opportunities to improve financial reporting, planning processes, and data integrity.
- Help streamline workflows and reporting tools to increase efficiency and visibility.
- Contribute to the development of reporting dashboards and key performance indicators.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
- 5 years of experience in financial analysis, FP&A, corporate finance, or a related field.
- Strong financial modeling, forecasting, and analytical skills.
- Advanced Excel skills and experience working with financial systems and reporting tools.
- Ability to communicate effectively with both financial and non-financial stakeholders.
- Strong organizational skills with the ability to manage multiple priorities and deadlines.
- Demonstrated problem-solving abilities and attention to detail.
- Experience presenting findings and recommendations to leadership teams.
Preferred Qualifications
- MBA, CPA, CFA, or other relevant certification is a plus.
- Experience within a construction, manufacturing, industrial, or project-driven environment is preferred but not required.
- Familiarity with ERP systems, business intelligence platforms, and financial planning software.
What Success Looks Like
- Delivering accurate and timely financial analysis that supports business decisions.
- Building meaningful partnerships with leaders throughout the organization.
- Improving financial visibility through reporting and forecasting enhancements.
- Helping drive profitability, operational efficiency, and sustainable growth through data-driven insights.