Principal Financial Analyst

Kforce Inc; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Paid time off

Life & disability insurance

Job summary

Kforce Inc in Boston, MA is seeking a Principal Financial Analyst to lead financial planning, forecasting, reporting, and strategic analysis across multiple business functions. This role partners with Finance leadership to provide insights, forecasting expertise, and decision-support analytics that drive performance and long-term strategy.

The ideal candidate will have 7+ years in FP&A or related fields, strong Excel and ERP skills, and proven ability to develop complex models and

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 7+ years of progressive FP&A, financial analysis, corporate finance, or accounting experience.
• Strong experience with budgeting, forecasting, and financial reporting.
• Experience preparing executive-level reporting and presentations.

Responsibilities

• Lead annual budgeting, forecasting, and long-range financial planning processes.
• Prepare monthly financial reports, variance analyses, and executive-level presentations.
• Develop and maintain complex financial models, dashboards, and reporting tools.
• Analyze financial performance and identify key trends, risks, and opportunities.
• Provide actionable recommendations to improve operational and financial results.
• Support strategic initiatives through financial modeling, business case development, and scenario analysis.
• Partner with Accounting, Operations, FP&A, and leadership teams to ensure reporting accuracy and consistency.
• Create executive reporting packages and presentations for senior leadership.
• Support audit activities, financial reporting requirements, and compliance initiatives.
• Lead process improvement efforts focused on reporting automation, data analytics, and operational efficiencies.
• Mentor junior analysts and support cross-functional financial initiatives.
• Perform ad hoc financial analysis and special projects as needed.

Skills

FP&A

Financial Modeling

Budgeting

Forecasting

Executive Reporting

Data Analytics

Advanced Excel

Business Partnering

Financial Systems

Education

Bachelor's degree in Finance/Accounting/Economics

MBA

Tools

Workday

SAP

Oracle/Hyperion

Power BI

Job description

Responsibilities

Kforce's client in Boston, MA is seeking an experienced Principal Financial Analyst to lead financial planning, forecasting, reporting, and strategic analysis activities across multiple business functions. This role serves as a key business partner to Finance leadership and executive stakeholders, providing financial insights, forecasting expertise, and decision-support analysis that drives organizational performance and long-term strategy. Key Responsibilities:

• Lead annual budgeting, forecasting, and long-range financial planning processes
• Prepare monthly financial reports, variance analyses, and executive-level presentations
• Develop and maintain complex financial models, dashboards, and reporting tools
• Analyze financial performance and identify key trends, risks, and opportunities
• Provide actionable recommendations to improve operational and financial results
• Support strategic initiatives through financial modeling, business case development, and scenario analysis
• Partner with Accounting, Operations, FP&A, and leadership teams to ensure reporting accuracy and consistency
• Create executive reporting packages and presentations for senior leadership
• Support audit activities, financial reporting requirements, and compliance initiatives
• Lead process improvement efforts focused on reporting automation, data analytics, and operational efficiencies
• Mentor junior analysts and support cross-functional financial initiatives
• Perform ad hoc financial analysis and special projects as needed

Responsibilities

Kforce's client in Boston, MA is seeking an experienced Principal Financial Analyst to lead financial planning, forecasting, reporting, and strategic analysis activities across multiple business functions. This role serves as a key business partner to Finance leadership and executive stakeholders, providing financial insights, forecasting expertise, and decision-support analysis that drives organizational performance and long-term strategy. Key Responsibilities:

• Lead annual budgeting, forecasting, and long-range financial planning processes
• Prepare monthly financial reports, variance analyses, and executive-level presentations
• Develop and maintain complex financial models, dashboards, and reporting tools
• Analyze financial performance and identify key trends, risks, and opportunities
• Provide actionable recommendations to improve operational and financial results
• Support strategic initiatives through financial modeling, business case development, and scenario analysis
• Partner with Accounting, Operations, FP&A, and leadership teams to ensure reporting accuracy and consistency
• Create executive reporting packages and presentations for senior leadership
• Support audit activities, financial reporting requirements, and compliance initiatives
• Lead process improvement efforts focused on reporting automation, data analytics, and operational efficiencies
• Mentor junior analysts and support cross-functional financial initiatives
• Perform ad hoc financial analysis and special projects as needed

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field
• 7+ years of progressive FP&A, financial analysis, corporate finance, or accounting experience
• Strong experience with budgeting, forecasting, and financial reporting
• Experience preparing executive-level reporting and presentations
• Strong analytical, problem-solving, and communication skills
• Experience working with ERP and financial reporting systems
• Ability to manage multiple priorities and operate independently

Advanced Excel expertise, including:

• XLOOKUP
• INDEX/MATCH
• SUMIFS
• Pivot Tables
• Financial Modeling
• Dashboard Development
• Large Dataset Analysis

Preferred Qualifications

• MBA, CPA, CFA, or related certification preferred
• Experience with Workday, SAP, Oracle, Hyperion, Power BI, or similar platforms
• Experience supporting audits, strategic planning, or business transformation initiatives
• Experience with grants, investments, endowments, research accounting, or fund accounting
• Experience leading process improvement and reporting automation projects

Key Competencies

• Financial Planning & Analysis (FP&A)
• Financial Modeling
• Budgeting & Forecasting
• Strategic Planning
• Executive Reporting
• Business Partnering
• Financial Reporting & Analysis
• Data Analytics
• Process Improvement
• Advanced Excel
• Presentation & Communication Skills

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.