What are the responsibilities and job description for the Senior Financial Analyst position at Sherpa | Recruiting, Staffing & Consulting?
Compensation: To $105K
Job Overview – Forecasting & Reporting Analyst
Location: Hybrid (3 days/week in-office)
Employment Type: Full-Time
Overview:
Join a dynamic Finance team supporting Global Technology operations in this forecasting and reporting role. You will play a key part in managing resource plans, assessing the financial impact of vendor engagements, and delivering insightful analysis to support executive decision-making. This position also contributes to the corporate forecasting process and drives ongoing improvements in financial reporting and analytics.
Key Responsibilities:
Sherpa offers benefits to contract employees who meet the following criteria:
Workplace Policy:
Seniority Level: Mid-Senior Level
Linked In Poster:
About Our Process
Job Overview – Forecasting & Reporting Analyst
Location: Hybrid (3 days/week in-office)
Employment Type: Full-Time
Overview:
Join a dynamic Finance team supporting Global Technology operations in this forecasting and reporting role. You will play a key part in managing resource plans, assessing the financial impact of vendor engagements, and delivering insightful analysis to support executive decision-making. This position also contributes to the corporate forecasting process and drives ongoing improvements in financial reporting and analytics.
Key Responsibilities:
- Forecasting & Budgeting: Develop and maintain financial forecasts 3x annually for corporate planning. Analyze expense positions against funding levels, prepare variance commentary, and present findings to technology leadership.
- Month-End Reporting: Manage and deliver month-end financial reporting and variance analysis against forecast, including journal entries and accruals support.
- Vendor & Resource Analytics: Provide data-driven insights around resource planning and vendor spend across the technology portfolio, both during and outside of regular forecast cycles.
- Continuous Improvement: Contribute to ongoing process enhancements, with an emphasis on automation and efficiency in forecasting, reporting, and analysis workflows.
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Experience with GAAP, accounting, or audit practices
- Proven ability to prioritize multiple tasks with minimal supervision
- Strong analytical and critical thinking skills with a desire to continuously learn
- Excellent attention to detail and accuracy in data interpretation
- Effective communicator with the ability to influence and collaborate with non-finance partners
- Experience or comfort with financial tools such as Tableau, SQL, Access, Power Query, or Alteryx is a strong plus
- Hybrid work environment; in-office presence required 3 days per week
- Exposure to high-impact financial planning initiatives across global technology teams
- Opportunities to innovate and streamline processes in a fast-paced, results-oriented environment
Sherpa offers benefits to contract employees who meet the following criteria:
- Must be a full-time employee (30 weekly hours/ 130 hours per month) to be eligible
- Medical plan offered is BCBSNC Blue Options PPO
- Premiums will be pre-taxed
- Sherpa pays a portion of the Employee only premium for medical
- 90 day waiting period from date of hire
- Medical, Dental, and Vision plans
Workplace Policy:
Seniority Level: Mid-Senior Level
Linked In Poster:
About Our Process
- We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
- Non-Local Candidates: Please note that you are competing with local candidates who don’t require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
- Candidates for all Sherpa opportunities must be authorized to work in the United States.
- Sherpa is an Equal Opportunity Employer.
Salary : $105,000
