Senior Financial Analyst

firstPRO, Inc; Boston (MA); Hybrid; USD 110,000 - 150,000; Full time

Job summary

firstPRO, Inc. is seeking a Senior Financial Analyst to drive FP&A, budgeting, forecasting, and decision support.

You will partner with leaders across the organization to build robust financial plans and provide insights that influence pricing and operational decisions. The role emphasizes turning data into clear narratives, creating dashboards, and delivering actionable recommendations to optimize performance and allocate resources effectively.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics or related field.
• 3+ years of work experience in a corporate Financial Analyst or FP&A role requiring cross-team collaboration.
• Solid foundation in FP&A, financial reporting and analysis with ability to interpret and synthesize key metrics.
• Able to conduct variance analysis, identify performance drivers, and assist in forecasts and budgets.
• Prepare clear, concise financial reports and presentations for managers and stakeholders.

Responsibilities

• Build financial models to evaluate investments, compare outcomes, and assess impact of assumptions.
• Develop annual budgets, update rolling forecasts, and shape long-term financial plans.
• Assess financial impact of initiatives, pricing decisions, and operational changes.
• Analyze performance vs. plan, explain drivers, and identify improvement opportunities.
• Create dashboards and presentations to help leadership understand performance.

Skills

FP&A

Financial analysis

Variance analysis

Communication

Dashboarding / Reporting

Education

Bachelor's degree in Accounting, Finance, Economics or related field

Tools

Excel

Job description

Location: Boston, MA (2x a week in office, 3 remote, Hybrid - Tuesday & Thursday)

Company: PE-backed, 200m, in the software/technology company. Recently hired a phenomenal CFO and company is doing very well. Ebidta is strong, team is growing.. exciting times ahead.

Additional Info: This is a Corp FPA role supporting overall co functions including business partnering. A lot of opportunity for process improvements and will help transform the group and department.

We’re looking for a Senior Financial Analyst who enjoys digging into what drives a business and helping leaders decide where to go next. This role offers exposure to financial planning, investment analysis, and business performance, with opportunities to turn your findings into recommendations that influence spending, pricing, and operational decisions.

Working closely with the Finance Manager and partners across the organization, you’ll help build financial plans, evaluate new initiatives, and explain the story behind the numbers. You’ll also have room to improve reporting and take ownership of projects from initial analysis through completion.

Financial Planning & Business Decisions

• Build financial models to evaluate investments, compare potential outcomes, and understand how changes in key assumptions affect results.
• Help develop annual budgets, update rolling forecasts, and shape longer term financial plans.
• Assess the financial impact of proposed initiatives, pricing decisions, and changes to business operations.
• Investigate performance against plan, explain the underlying drivers, and recommend areas for improvement.
• Maintain clear documentation of model assumptions and calculations so others can review and understand the analysis.
• Spot emerging challenges and opportunities, taking the initiative to work through them.

Reporting & Performance Insights

• Turn financial and operating data into presentations and dashboards that help leadership understand performance and make informed decisions.
• Analyze revenue trends, profitability, spending, and investment returns to highlight what is working and where attention is needed.
• Bring together data from multiple sources, investigate inconsistencies, and draw meaningful conclusions.
• Help develop and improve KPIs and scorecards that connect financial results to business priorities.
• Simplify recurring reporting through consistent templates, better processes, and automation where practical.

Business Partnership & Project Ownership

• Work with teams across the business to connect budgets and forecasts with their operating plans and project schedules.
• Provide financial analysis for business cases, including expected returns, costs, and feasibility.
• Manage smaller projects and defined portions of broader initiatives with limited day-to-day direction.
• Coordinate stakeholders, organize priorities, and address issues to keep deliverables accurate and on schedule.
• Support internal financial controls and policies, along with applicable audit and regulatory requirements.

Experience Required:

• Bachelor’s degree in Accounting, Finance, Economics or related field
• 3+ years of work experience in a corporate Financial Analyst or FP&A role that required collaboration and communication across multiple internal teams
• Solid foundation in FP&A, financial reporting and analysis, with the ability to interpret and synthesize key financial metrics
• Able to conduct variance analysis, identify performance drivers, and assist in developing accurate forecasts and budgets
• Prepare clear, concise financial reports and presentations to communicate findings and recommendations to managers and stakeholders