What are the responsibilities and job description for the Senior Financial Analyst position at Veritas Partners?
Our client is currently seeking an experienced Sr FP&A Analyst to join their team in Northern Virginia. The role will play a critical part in forecasting, budgeting, and strategic analysis, with a strong emphasis on executive communication, data storytelling and impactful presentation delivery. This person should have a strategic consulting mindset with ability to support analysis of business endeavors, research projects, and strategic initiatives.
Responsibilities:
· Collaborate with the Business Advisory Group, Treasury, and Credit Risk Teams to develop financial forecasts and analysis of strategic initiatives, ensuring alignment with financial objectives.
· Support budgeting and financial forecasting efforts related to total company financial statements.
· Consolidate and interpret financial results to deliver insightful executive summaries and dashboards.
· Identify and communicate trends, risks and opportunities across business units and functional areas through structured analysis and data visualization.
· Prepare business cases and Executive-level presentations through data visualization and translation of data insights into clear, concise, easy-to-understand content, including monthly forecasting decks and strategic planning materials.
· Support the VP of FP&A with development of actionable recommendations to improve performance, mitigate risk, and capitalize on opportunities.
· Support management of forecasting process by providing hands-on assistance to organize task plans, forecasting calendars and follow-up with stakeholders as needed.
· Support organizational change and learning by embracing new, flexible, and agile approaches to improve business performance, processes, innovation, and efficiency.
Requirements:
· Bachelor’s degree in business administration, Accounting, Finance or Engineering required.
· Minimum of 5 years' of relevant experience in consulting, financial services, or banking.
· Demonstrated data analysis skills and the ability to connect data insights to key financial and business issues.
· Understanding of bank financial statements, specifically balance sheet and income statements.
· Experience working with large datasets and knowledge of various financial software packages and tools (e.g., Hyperion, OneStream, QRM) is strongly preferred.
· Advanced Excel and strong PowerPoint skills required.
· Data visualization skills: experience in SQL, Tableau or other data visualization software is preferred.
Salary : $125,000 - $150,000