Remote Senior Financial Analyst — Strategic Forecasting & Reporting

Secur-Serv; Northern (KY); Hybrid; USD 95,000 - 125,000; Full time

Benefits offered by this job

Health insurance and HSA options

Dental and vision plans

Company-paid life insurance

Disability coverage (short/long-term)

401K with company match

Tuition reimbursement up to $5,250

Job summary

Secur-Serv is seeking a Senior Financial Analyst to provide financial analysis, reporting, and business support. The role focuses on planning, budgeting, forecasting, and managing NSPB/NetSuite related processes.

You will prepare internal and external reporting, support close periods, and partner with multiple departments to improve processes using NSPB, PowerQuery, PowerBI, and AI tools. This role offers full-time remote work across the continental U.S.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• Minimum of five (5) years professional experience with financial analysis, budgeting, planning and financial modeling
• Strong Microsoft Office skills and proficiency with ERP systems (NetSuite), NSPB, Smart View, HubSpot, Service Now, and ConnectWise
• Ability to work under tight deadlines in a fast paced, dynamic environment where accuracy is expected
• Ability to summarize and clearly communicate financial analysis to non-financial business partners
• Competence in dealing with very confidential data and information
• Strong analytical and critical thinking skills
• Proactive, future-looking, positive attitude
• Ability to work independently and take ownership of work produced
• Strong communication (written and oral) skills including with people in other business groups
• Ability to develop positive and professional relationships with colleagues and leadership and work effectively across organization boundaries

Responsibilities

• Management and administration of the NSPB planning system (NetSuite Planning and Budgeting NSPB)
• Support the process and creation of financial forecasts and budgets for all major forecasting and budgeting cycles
• Creation of report templates to support analysis and requirements of management and FPA staff
• Responsible for producing multiple reporting packages that are used internally and externally
• Prepare reports and analysis of trends in P&L results and business metrics compared to expectations
• Provide support to Accounting during close periods to ensure data integrity
• Responsible for monthly consolidated headcount reporting
• Create and maintain reporting hierarchies for financial systems (NetSuite, NSPB, and Smart View)
• Provide supporting schedules for external reporting (Monthly Management Review and Lender reporting)
• Distribute financials to the Accounting/Finance team for review during the accounting close process
• Support Ad hoc report requests from Board of Directors as well as the internal management team
• Business and Reporting Process Improvement: document processes, utilize NSPB, PowerQuery, PowerBI and AI to improve reporting
• Partner with Sales, Billing, and IT teams to improve inputs for reporting and analysis outcomes
• Other duties as assigned

Skills

Financial analysis

Budgeting

Forecasting

Analytical thinking

Communication

Independence

Cross-functional collaboration

Education

Bachelor's degree in Finance or Accounting

CMA, MBA or CPA

Tools

NetSuite

NSPB

Smart View

HubSpot

Service Now

ConnectWise

PowerBI

Claude

CoPilot

Job description

Secur-Serv is seeking a Senior Financial Analyst to provide financial analysis, reporting, and business support. The role focuses on planning, budgeting, forecasting, and managing NSPB/NetSuite related processes.

You will prepare internal and external reporting, support close periods, and partner with multiple departments to improve processes using NSPB, PowerQuery, PowerBI, and AI tools. This role offers full-time remote work across the continental U.S.