Senior Financial Analyst

Veritas Partners; Bowie (MD); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services company based in Bowie, MD is looking for a Financial Analyst. You will be responsible for budgeting, forecasting, and delivering insights that drive business performance. The ideal candidate has over 5 years of experience and is skilled in Excel, Power BI, and ERP systems. The role requires a detail-oriented and proactive individual who can support business growth and profitability goals through financial analysis and strategic planning.

Qualifications

• 5+ years of experience as a Financial Analyst in a fast-paced environment.
• Advanced Excel skills including modeling, pivot tables, and macros.
• Detail-oriented and analytical with a passion for using data.

Responsibilities

• Support budgeting, forecasting, and long-range planning.
• Build and enhance financial models and reporting tools.
• Conduct variance and trend analyses to identify performance drivers.

Skills

Financial analysis

Variance analysis

Trend analysis

Advanced Excel skills

Data-driven decision making

Education

Bachelor's degree in Finance or Accounting

Tools

Power BI

SAP

Oracle

Job description

You’ll be the go-to for financial insights and analysis that guides key business decisions. You’ll help forecast, budget, and evaluate performance across our fuel and convenience store operations, ensuring we stay on track to meet our growth and profitability goals.

• Support budgeting, forecasting, and long-range planning in alignment with company strategy.
• Build and enhance financial models, dashboards, and reporting tools for accuracy and efficiency.
• Deliver ad-hoc analysis to support business initiatives and market expansion.
• Conduct variance and trend analyses to identify performance drivers and improvement opportunities.
• Partner with operations, marketing, and pricing teams to optimize margins and store profitability.
• Support capital planning efforts, ensuring projects align with financial targets.

Qualifications:

Bachelor’s degree in Finance, Accounting, or a related field.

• 5+ years of experience as a Financial Analyst in a fast-paced environment.
• Advanced Excel skills (modeling, pivot tables, macros) and strong proficiency with Power BI and ERP systems (SAP, Oracle, etc.).
• Detail-oriented, analytical, and proactive — with a passion for using data to drive business performance.