Senior Financial Analyst

LHH; Columbus (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

Senior Financial Analyst in Columbus, OH will join a finance team to lead FP&A, budgeting, forecasting, reporting, and analytics, partnering with business leaders to deliver actionable insights that drive strategic decisions. Strong modeling and Excel skills, with experience in ERP/FP&A systems, are required.

The role emphasizes collaboration with cross-functional partners, ownership of planning processes, dashboarding, and presenting results to leadership to influence performance and growth.

Qualifications

• 3–6+ years of experience in financial analysis, FP&A, or related area.
• Strong budgeting, forecasting, financial modeling, and variance analysis.
• Advanced Microsoft Excel skills and ability to translate data into insights.

Responsibilities

• Support annual budgeting, forecasting, and long-range planning.
• Prepare monthly and quarterly reporting with budget-to-actual analysis.
• Develop and maintain financial models for profitability analysis.
• Analyze revenue, expenses, margins, and key drivers to identify trends.
• Partner with finance, accounting, operations, and leadership for decision-making.
• Prepare dashboards and management reporting for leadership.
• Track KPIs and provide actionable insights.
• Assist month-end close and financial performance analysis.
• Identify opportunities to improve forecasting and reporting processes.
• Perform ad hoc analyses for leadership requests.

Skills

FP&A

Financial Modeling

Forecasting

Excel

Communication

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Oracle

SAP

Hyperion

Power BI

Job description

Our client is seeking a Senior Financial Analyst to join their finance team in the Columbus, Ohio area. This position will play a key role in financial planning, forecasting, reporting, and analysis while partnering with business leaders to provide insights that support strategic decision-making.

The ideal candidate will bring strong FP&A experience, financial modeling skills, and the ability to translate complex financial data into meaningful business recommendations.

Key Responsibilities

• Support annual budgeting, forecasting, and long-range planning processes.
• Prepare monthly and quarterly financial reporting, including budget-to-actual and forecast variance analysis.
• Develop and maintain financial models to support planning, profitability analysis, and strategic initiatives.
• Analyze revenue, expenses, margins, and key business drivers to identify trends, risks, and opportunities.
• Partner with finance, accounting, operations, and other business leaders to support financial decision-making.
• Prepare dashboards, management reporting, and presentations for leadership.
• Track financial and operational KPIs and provide actionable insights.
• Assist with month-end close, reporting, and financial performance analysis.
• Identify opportunities to improve forecasting, reporting, and analytical processes.
• Perform ad hoc financial analysis to support business initiatives and leadership requests.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 3–6+ years of experience in financial analysis, FP&A, corporate finance, or a related area.
• Strong understanding of budgeting, forecasting, financial modeling, and variance analysis.
• Advanced Microsoft Excel skills.
• Experience with ERP and financial reporting/planning systems such as Oracle, SAP, Hyperion, Power BI, or similar platforms.
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication skills.
• Ability to effectively partner with both finance and non-finance stakeholders.

Preferred Qualifications

• MBA, CPA, CMA, or other relevant certification.
• Experience within a large corporate or multi-entity environment.
• Experience with Power BI or similar data visualization tools.
• Exposure to financial systems implementations, automation, or process improvement initiatives.
• Experience presenting financial results and recommendations to senior leadership.

Why Consider This Opportunity?

• High-visibility role with exposure to senior leadership.
• Opportunity to have a meaningful impact on financial and operational decision-making.
• Collaborative environment with strong cross-functional exposure.
• Opportunity for continued professional growth and advancement.
• Competitive compensation and benefits package.

About the Opportunity

This is an excellent opportunity for a Senior Financial Analyst who enjoys combining financial analysis with business partnership. The successful candidate will have the opportunity to take ownership of key FP&A activities while providing valuable insights that help drive business performance.