Senior Financial Analyst Overview • The Senior Financial Analyst will analyze financial and operational data, improving workflows and supporting Finance's strategic initiatives. • Collaborate with cross-functional teams to enhance reporting accuracy and operational efficiency across Finance processes. • Drive process improvements and system enhancements, ensuring clarity, efficiency, and repeatability in workflows. • Provide actionable insights through detailed analysis of large datasets, supporting decision-making and strategic planning. • Develop dashboards, KPIs, and analytical workpapers to increase visibility and accountability within Finance operations. • Support month-end and quarter-end close activities with accurate schedules, operational reporting, and variance explanations. • Partner with Finance and business leaders to address data gaps and improve internal controls. • Contribute to Finance transformation initiatives, including system implementations and process automation efforts. Senior Financial Analyst Key Responsibilities & Duties • Analyze Finance workflows, including billing, invoicing, refunds, and accounts receivable, identifying issues and recommending solutions. • Monitor operational metrics, transaction volumes, and exception rates, providing actionable recommendations to improve performance. • Reconcile operational reports with financial records, investigating discrepancies and ensuring timely resolution. • Develop and enhance dashboards, KPIs, and recurring reports to support Finance decision-making. • Perform ad hoc financial and operational analysis, presenting findings and recommendations to stakeholders. • Support budgeting, forecasting, and staffing analysis with accurate and timely insights. • Redesign templates and reconciliations, automating manual activities while maintaining controls. • Collaborate with teams to resolve data and process gaps, ensuring effective execution of Finance initiatives. Senior Financial Analyst Job Requirements • Bachelor's degree in Finance, Accounting, Economics, Business, or related field required. • Minimum of 5 years of experience in finance operations, FP&A, or regulated financial services. • Advanced Microsoft Excel skills, including complex analyses and repeatable workpapers. • Strong understanding of financial statements, reconciliations, and transaction-based workflows. • Experience with large data sets, root cause analysis, and actionable recommendations. • Preferred experience in insurance, claims, investment reporting, or regulated financial services. • Familiarity with Power BI, SQL, ERP systems, or process automation tools preferred. • Certifications such as CPA, MBA, or Lean Six Sigma are advantageous.