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David Careers

Senior Financial Analyst

Posted 19 days ago

rb globalEvanston (IL)
Financial and Investment AnalystsPortfolio Management and Investment Advice

SENIORITY

Senior

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About the role

We are seeking a detail-oriented and analytical Senior Financial Analyst to join our Financial Planning & Analysis (FP&A) team. This role is responsible for financial planning, budgeting, forecasting, business performance analysis, and providing strategic insights that support executive decision-making. The ideal candidate has strong financial modeling skills, experience partnering with business leaders, and the ability to translate complex financial data into actionable recommendations.
Key Responsibilities: Lead the annual budgeting, quarterly forecasting, and long-range planning processes. Develop and maintain complex financial models to support strategic initiatives and business decisions. Analyze monthly financial performance, identify key trends and variances, and present actionable insights. Prepare monthly, quarterly, and annual management reports and executive presentations. Partner with department leaders to develop budgets, monitor spending, and improve financial performance. Evaluate business opportunities through profitability, ROI, and scenario analyses. Support pricing, investment, and capital expenditure decisions. Monitor key performance indicators (KPIs) and recommend performance improvement initiatives. Collaborate with Accounting during month-end and year-end close processes to ensure accurate financial reporting. Improve financial planning processes through automation, reporting enhancements, and best practices. Assist with ad hoc financial analyses as needed.
Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.5–8+ years of experience in FP&A, corporate finance, investment banking, or financial analysis.
  • Advanced proficiency in Microsoft Excel, including financial modeling and scenario analysis.
  • Experience with ERP systems and FP&A tools
  • Strong analytical, problem-solving, and communication skills.
  • Ability to work independently while managing multiple priorities in a fast-paced environment.
Preferred Skills:
  • Financial modeling and forecasting
  • Budgeting and variance analysis
  • Strategic planning
  • Data visualization (Power BI)
  • Executive presentation and storytelling
  • Business partnering and stakeholder management
  • Process improvement and automation
  • Key Performance Indicators (KPIs)
  • Forecast accuracy
  • Budget adherence
  • Timely delivery of financial reports
  • Quality of financial models and analyses
  • Decision support for business leaders
  • Process efficiency improvements

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