Principal Financial Analyst at Confidential Boston, MA

Sunseeker Property Service; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Kforce's Boston-based client seeks a Principal Financial Analyst to lead financial planning, forecasting, reporting, and strategic analysis across multiple functions. This role partners with Finance leadership and executives to drive performance and long-term strategy.

The ideal candidate has a Bachelor's in a finance-related field and 7+ years in FP&A or corporate finance, with strong Excel, ERP, and reporting system experience.

Qualifications

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

Responsibilities

• Lead annual budgeting, forecasting, and long-range financial planning processes.
• Prepare monthly financial reports, variance analyses, and executive 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 for reporting accuracy.
• Create executive reporting packages and presentations for senior leadership.
• Support audit activities, financial reporting requirements, and compliance initiatives.
• Lead process improvement focused on reporting automation, data analytics, and efficiencies.
• Mentor junior analysts and support cross-functional financial initiatives.
• Perform ad hoc financial analysis and special projects as needed.

Skills

Financial modeling

Forecasting

Budgeting

Executive reporting

Business partnering

Data analytics

Excel

Power BI

Communication

Problem solving

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

Workday

SAP

Oracle

Hyperion

Power BI

Job description

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 neededBachelor's degree in Finance, Accounting, Economics, Business, or related field7+ years of progressive FP&A, financial analysis, corporate finance, or accounting experienceStrong experience with budgeting, forecasting, and financial reportingExperience preparing executive-level reporting and presentationsStrong analytical, problem-solving, and communication skillsExperience working with ERP and financial reporting systemsAbility to manage multiple priorities and operate independently

Advanced Excel expertise, including:

• XLOOKUP
• INDEX/MATCH
• SUMIFS
• Pivot TablesFinancial ModelingDashboard DevelopmentLarge Dataset Analysis

Preferred Qualifications:

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

Key Competencies:

• Financial Planning & Analysis (FP&A)Financial ModelingBudgeting & ForecastingStrategic PlanningExecutive ReportingBusiness PartneringFinancial Reporting & AnalysisData AnalyticsProcess ImprovementAdvanced ExcelPresentation & Communication Skills