Senior Financial Analyst

KBW Financial Staffing & Recruiting; Chelmsford (MA); On-site; USD 100,000 - 120,000; Full time

Job summary

A leading financial staffing firm is seeking a Senior Financial Analyst to partner with stakeholders ensuring financial data needs are met. This role requires analyzing past results, maintaining forecasts, and developing automated tools for reporting and budgeting. Ideal candidates have a relevant bachelor's degree and 4+ years of experience, with skills in data manipulation, Excel, SQL, and VBA. The position offers a competitive salary in the range of $100,000 to $120,000, plus bonus opportunities.

Qualifications

• 4+ years of experience in a similar financial analyst role.
• Strong history of utilizing financial measures to manipulate data.
• Proven expertise in MS Excel functions and handling large data sets.

Responsibilities

• Analyze past financial results and perform variance analysis.
• Update and maintain financial forecasts and budgets.
• Develop automated reporting and budgeting tools.

Skills

Financial analysis

Data manipulation

Excel expertise

SQL

Interpersonal skills

Education

Bachelor’s degree in Finance, Business, Statistics, Computer Science, or Economics

Tools

MS Excel

SQL

VBA

Python

Job description

Direct message the job poster from KBW Financial Staffing & Recruiting.

Location: Boston, MA

Job Summary: The Senior Financial Analyst is responsible for partnering with stakeholders to ensure that all needs regarding financial data (reporting, analysis, planning) are successfully completed.

Responsibilities

• Analyze past results, perform variance analysis; identify trends, and provide insight to business leaders
• Update and maintain forecast and budget as required
• Increase productivity by developing automated reporting/budgeting tools
• Collect and interpret data (both internal and external industry/competitor)
• Identify patterns and trends in data sets
• Identify and drive process improvements, including creation of standard and ad-hoc reports, tools and dashboards
• Creates detailed business analysis and reports as requested
• Outlines problems, opportunities, and solutions
• Learns and understands the business and how the data relates to it
• Collaborates with leaders and teams to improve patient experience & business results

Required Qualifications

• History of utilizing financial measures/metrics showing ability to manipulate data through software and applications
• Expertise in MS Excel (Index-Match, Sum-If, Indirect, Pivot Tables, VLOOKUP), proven experience manipulating large sets of data efficiently
• SQL, Macros, VBA or Python (At least one, prefer a combination)
• Familiar with Smart View and/or Adaptive Workday or a similar planning tool
• Shows strong history of analyzing data to propose changes that drive positive financial results
• Outstanding interpersonal and customer service abilities

Personnel Attributes

• Excellent analytical, critical thinking and problem‑solving skills
• Must be detail oriented and possess strong organizational skills
• Excellent listening, communication, interpersonal, and presentation skills
• Ability to exemplify our core values of teamwork, quality, integration, collaboration, innovation, & continuous development
• Positive attitude
• Self‑motivated, must have a rigorous work ethic
• Ability to manage competing priorities
• Ability to maintain sensitive and confidential data

Education, License And Job Requirements

• Bachelor’s degree in a relevant field (Finance, Business, Statistics, Computer Science, Economics)
• 4+ years of experience in a similar role

COMP: $100,000 - 120,000 Base + Bonus

For additional information, please forward a copy of your resume and contact information in Word Document form to Kent Wrobleski at [e-mail].