Senior Financial Analyst

Billion dollar organization targeting a Senior Financial Analyst/Process Improvement to join the growing team!

Excellent company culture and strong upward mobility offered!

TITLE: Senior Financial Analyst

SALARY: $110,000–$125,000 (DOE)

BONUS: 10% target

LOCATION: remote, must reside in CST or EST time zones

WORK MODEL: Fully Remote

REPORTS TO: Finance Manager

SYSTEMS: Advanced SQL capability; experience with Python, R, or similar scripting languages is highly valued

EDUCATION: Bachelor’s in Finance, Accounting, Data Science, Computer Science, or a related discipline

JOB DESCRIPTION:

Senior Financial Analyst – Process Improvement

Overview

The company is seeking a Senior Financial Analyst who will play a central role in modernizing and optimizing FP&A reporting practices. This position focuses on building automation, improving data workflows, and enhancing the overall efficiency of the finance team. Your work will enable analysts to spend more time on high-value strategic insights by ensuring that data is accurate, streamlined, and ready for advanced visualization.

CORE RESPONSIBILITIES

Operational Automation & Workflow Redesign

• Develop automated solutions for recurring reporting cycles, including executive summaries, sales performance updates, and board-level materials.
• Architect and support automated data pipelines that reduce manual intervention while improving reporting precision.
• Partner with teams from newly acquired businesses to standardize and integrate reporting processes; coordinate with IT to ensure alignment on data flow, structure, and system connectivity.

Data Preparation & Quality Assurance

• Collaborate with business analysts and dashboard developers to create dependable data sources using optimized SQL queries and relevant scripting.
• Clean, test, and structure incoming datasets to ensure they meet quality requirements for reporting and visual analytics.

Cross-Functional Collaboration

• Work directly with FP&A analysts to understand their reporting challenges and identify areas where automation can replace manual tasks.
• Engage with leadership and cross-functional partners to ensure process enhancements meet business needs and support organizational goals.

Continuous Improvement & Innovation

• Review existing workflows to recommend improvements and push forward opportunities for additional automation.
• Stay informed on modern tools, technologies, and automation methodologies that can elevate the finance team's capabilities.

Data Governance & Documentation

• Maintain strong data validation procedures across automated systems to ensure accuracy and completeness.
• Document automated reporting workflows and processes to support transparency, consistency, and team knowledge-sharing.

QUALIFICATIONS

Required

• Bachelor’s degree in a finance-, analytics-, or technology-related field.
• 3 years of experience in FP&A, financial analysis, or data analytics with a strong emphasis on automation.
• Strong command of SQL; familiarity with Python, R, or similar scripting tools is highly advantageous.
• Experience working with BI platforms such as Power BI or Tableau.
• Solid understanding of financial analysis principles and FP&A processes.
• Strong communication skills with the ability to translate technical concepts for non-technical stakeholders.
• Exposure to AI tools and their use in automation or analytics.
• Passion for efficiency, detail orientation, and continuous process improvement.

Preferred

• Advanced degree or professional certification (e.g., CMA, analytics-focused credentials).
• Experience leading or participating in cross-department automation or process transformation projects.
• Proven ability to design scalable automation solutions in a fast-moving environment.

WHO YOU ARE

You’re a tech-savvy finance professional who enjoys improving systems and redefining outdated processes. You understand the value of reliable, well-structured data and take pride in building pipelines that support smarter business decisions. You’re comfortable collaborating across teams and excel at bridging the gap between technical solutions and financial strategy. Your proactive mindset and passion for efficiency make you a catalyst for positive operational change.