Senior Financial Analyst

firstPRO, Inc; Bridgewater (MA); On-site; USD 80,000 - 100,000; Full time

Job summary

A growing financial services firm is seeking a Senior Financial Analyst to join its leadership team. This role requires 3–8 years of experience and involves owning core financial processes and strategic decision-making. The ideal candidate will deliver accurate financial reporting, lead variance analysis, and work closely with the CFO, with potential for future growth into the CFO role. Strong analytical skills and proficiency in Excel and PowerPoint are essential for this dynamic position in Bridgewater, Massachusetts.

Qualifications

• 3–8 years of experience in FP&A, financial analysis, or corporate finance.
• Strong understanding of financial statements, budgeting, forecasting, and variance analysis.
• Experienced in presenting to senior leadership.

Responsibilities

• Deliver timely and insightful monthly and quarterly financial reporting packages.
• Lead financial reviews, including variance analysis and trend identification.
• Build and maintain financial models and dashboards.

Skills

Financial analysis

Data visualization

Budgeting

Forecasting

Analytical skills

Communication

Education

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

Tools

Excel

PowerPoint

ERP or BI tools

Job description

A growing firm based in Bridgewater, NJ is seeking a Senior Financial Analyst to join its leadership-oriented finance team. This individual will play a critical role in owning core financial processes, driving insights for strategic decision-making, and partnering closely with the CFO—with the potential for future succession into the CFO role for the right candidate.

We are looking for a high-potential finance professional with 3–8 years of experience who thrives in a dynamic environment and is eager to take on increasing responsibility.

Key Responsibilities

• Partner with the CFO to deliver timely, accurate, and insightful monthly and quarterly financial reporting packages for executive and board-level audiences.
• Lead financial reviews, including variance analysis, trend identification, and performance commentary.
• Build, enhance, and maintain financial models and dashboards to monitor profitability, margins, and departmental KPIs.
• Translate complex financial data into clear, concise, and actionable insights and executive-ready presentations.
• Collaborate with the accounting team to ensure accuracy and alignment of P&L, balance sheet, and related financial results.

Budgeting, Forecasting & Planning

• Work with department leaders to develop annual budgets and ongoing rolling forecasts aligned with company goals.
• Support long-term strategic planning, scenario modeling, and financial evaluation of business initiatives.
• Prepare analyses highlighting key risks, opportunities, and performance drivers to support leadership decision-making.

Business Partnership & Decision Support

• Partner cross-functionally to analyze new business opportunities, pricing strategies, customer profitability, and project ROI.
• Serve as a trusted advisor to leadership, providing financial insight that influences strategic and operational decisions.
• Identify opportunities to streamline, automate, and enhance recurring financial processes for improved accuracy and efficiency.

Qualifications

Required

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3–8 years of progressive experience in FP&A, financial analysis, or corporate finance.
• Strong understanding of financial statements, budgeting, forecasting, and variance analysis.
• Advanced proficiency in Excel and PowerPoint; experience with ERP or BI tools (e.g., Epicor Prophet 21, Power BI, or similar).
• Exceptional analytical skills with strong attention to detail.
• Excellent communication and presentation abilities, including experience working with senior leadership.
• High initiative, strong follow-through, and the ability to thrive in a fast-paced, evolving environment.

Preferred

• Experience within distribution, B2B, or technology-enabled businesses.
• Familiarity with data visualization or automation tools (Power BI, Power Query, etc.).