Senior Financial Analyst

TBG | The Bachrach Group; Boca Raton (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services firm in Boca Raton is looking for an individual to support their budgeting and forecasting cycle, assist in the preparation of annual budgets, and perform financial variance analyses. The ideal candidate will manage data accuracy in Hyperion, analyze financial performance, and develop dashboards to track KPIs. Strong analytical skills and financial reporting experience are essential, along with the ability to collaborate effectively across departments. This role is essential for ensuring budgeting efficiency and accuracy.

Qualifications

• Experience with budgeting and forecasting cycles.
• Proficiency in data management within systems like Hyperion.
• Strong analytical skills for financial performance monitoring.

Responsibilities

• Support budgeting and forecasting cycles across units.
• Assist in annual budget preparation and quarterly forecasts.
• Perform overhead cost analysis and prepare variance reports.
• Prepare and analyze financial reports against budget.
• Monitor financial performance and identify variances.
• Support departments in budget preparation and inquiries.
• Document financial processes for efficiency improvements.
• Maintain weekly reporting dashboards for KPIs.
• Generate ad hoc financial reports as needed.
• Carry out additional responsibilities as assigned.

Job description

• Support all phases of the budgeting and forecasting cycle, including developing and coordinating detailed timelines and checklists to ensure deadlines are met across business units.
• Assist in the preparation of the annual budget and quarterly forecasts by entering data, tracking submissions, generating reports, and providing analytical insights and recommendations. Help maintain the accuracy and integrity of data within the Hyperion system.
• Contribute to the administration and maintenance of Hyperion Planning, including security and system architecture support.
• Perform overhead cost analysis and prepare monthly variance reports, collaborating with departments to identify key drivers and explain fluctuations.
• Prepare and analyze financial reports comparing actual results to budget and forecast. Investigate variances using internal systems and provide actionable recommendations.
• Monitor monthly financial performance, identify variances against budget or forecast, and clearly communicate findings to management.
• Support facilities and other departments in budget preparation, including compiling data, preparing justifications, and responding to budget-related inquiries.
• Document financial processes and identify opportunities for efficiency improvements and standardization.
• Develop and maintain weekly reporting dashboards to track key performance indicators.
• Generate ad hoc financial reports and analysis as needed.
• Carry out additional responsibilities and special projects as assigned.