Senior Financial Analyst

Jobtailor; California (MO); On-site; USD 90,000 - 120,000; Full time

Job summary

Jobtailor is seeking a skilled FP&A professional to lead budgeting, forecasting, and long-range planning across multiple business units in the United States. You will develop and maintain financial models, analyze variances, and present actionable insights to senior leadership.

You will collaborate with business leaders to set assumptions, run scenario analyses, and drive improvements in FP&A processes, reporting, and data quality.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 4–7 years in FP&A, financial analysis, corporate finance, or investment banking.
• Strong financial modeling and Excel/PowerPoint skills.
• Experience with budgeting, forecasting, and management reporting.
• Knowledge of P&L, cash flow, and key metrics.
• Ability to analyze large data sets and communicate conclusions clearly.
• Excellent written and verbal communication.
• Experience with Power BI, ERP, and data visualization tools preferred.

Responsibilities

• Support annual budgeting, quarterly reforecasts, and long-range planning.
• Develop and maintain financial models, forecasts, and planning templates.
• Analyze actual results against budget and forecast, identifying key drivers.
• Partner with business leaders to develop financial assumptions.
• Support scenario analysis and sensitivity modeling.
• Prepare analyses and materials for senior Finance leadership.
• Prepare monthly and quarterly reporting including revenue, gross profit, EBITDA.
• Develop commentary explaining performance and variances.
• Identify risks and opportunities and communicate to Finance leadership.
• Support management presentations and business review materials.
• Ensure reporting is accurate, timely, and consistent with methodologies.
• Serve as finance partner to business units.
• Evaluate performance and identify profitability improvements.
• Support ad hoc analysis and strategic initiatives.
• Improve FP&A processes, reporting, and data quality.
• Support transformation initiatives.

Skills

Financial Modeling

Forecasting

Budgeting

Data Analysis

Analytical Skills

Written Communication

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Power BI

PowerPoint

Excel

ERP Systems

Financial Reporting Systems

Job description

• Support the annual budgeting process, quarterly reforecasts, and long-range planning
• Develop and maintain financial models, forecasts, and financial planning templates
• Analyze actual results against budget, forecast, and prior year, identifying key drivers and trends
• Partner with business leaders to develop financial assumptions and understand changes in business performance
• Support scenario analysis and sensitivity modeling
• Prepare financial analyses and materials for senior Finance and business leadership
• Prepare monthly and quarterly financial reporting, including revenue, gross profit, EBITDA, headcount, and operating expense analysis
• Develop commentary explaining financial performance and key variances
• Identify risks, opportunities, and emerging trends and communicate them to Finance leadership
• Support management presentations and business review materials
• Ensure reporting is accurate, timely, and consistent with established methodologies
• Serve as a finance partner to assigned business units and functional areas
• Evaluate financial performance and identify opportunities to improve profitability and manage costs
• Support ad hoc analysis and decision support for strategic initiatives, investments, and organizational changes
• Improve FP&A processes, reporting, financial models, data quality, and recurring analysis
• Support Finance transformation initiatives, including systems, reporting, and planning enhancements

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 4–7 years of relevant FP&A, financial analysis, corporate finance, or investment banking experience
• Strong financial modeling and analytical skills
• Advanced proficiency in Microsoft Excel and PowerPoint
• Experience with financial planning, forecasting, budgeting, and management reporting
• Strong understanding of P&L statements, cash flow, and key financial metrics
• Ability to analyze large amounts of data, identify key drivers, and communicate conclusions clearly
• Strong written and verbal communication skills
• Excellent organizational skills and ability to manage multiple priorities in a fast-paced environment
• High level of attention to detail and accuracy
• Experience working in a complex, multi-business-unit organization preferred
• Experience with financial planning/reporting systems and ERP platforms preferred
• Experience supporting senior Finance or business leadership preferred
• Experience with Power BI, PowerPoint, or other data visualization/reporting tools preferred
• Experience in media, entertainment, talent, fashion, licensing, or another professional services environment preferred

Core Competencies

Demonstrates strong financial modeling, analytical skills, and advanced proficiency in Microsoft Excel and PowerPoint. Capable of supporting budgeting processes, financial reporting, and strategic decision-making in a fast-paced, multi-business-unit environment.

Highest-signal resume keywords

• Financial Modeling
• Budgeting
• Forecasting
• P&L Analysis
• Data Visualization

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Financial Planning
• Forecasting
• Budgeting
• Analytical Skills
• Attention to Detail
• Data Analysis
• Cash Flow Analysis
• Key Financial Metrics
• Scenario Analysis

Soft Skills

• Written Communication
• Verbal Communication
• Organizational Skills
• Time Management
Collaboration

Industry Keywords

• FP&A
• Corporate Finance
• Investment Banking
• Media
• Entertainment
• Professional Services

Tools & Technologies

• Microsoft Excel
• Microsoft PowerPoint
• Power BI
• Financial Reporting Systems
• ERP Platforms