Senior Financial Analyst

Genesis Global Workforce Solutions; Florida; On-site; USD 95,000 - 115,000; Full time

Job summary

Genesis Global Workforce Solutions is seeking a Senior Financial Analyst to own regional planning and analysis for the East Region. You will model finances, partner with operations, and lead forecasting, reporting, and dashboards to drive profitability and cash flow.

The role reports to the Regional Controller and requires solid FP&A experience, advanced Excel, and proficiency with Power BI/Tableau. Onsite in Miami, FL with direct business partnership responsibilities.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related quantitative discipline.
• At least three years of progressive FP&A, corporate finance, strategic finance, or related analytical experience.
• Strong financial modeling, budgeting, forecasting, and variance analysis skills with advanced Excel.
• Experience with Oracle, Anaplan, Workday Adaptive or comparable planning platforms.
• Experience creating dashboards or automated reporting with Power BI or Tableau.

Responsibilities

• Turn monthly financial and operating results into clear explanations of performance, risks, and opportunities.
• Coordinate regional budgets and forecasts across revenue, gross margin, and cash flow.
• Evaluate bookings and backlog to improve visibility into future revenue and timing.
• Build scenario models for growth plans, project economics, and investments.
• Discuss results and recommendations with regional leaders and business-unit stakeholders.
• Develop KPI dashboards and automated recurring reports for monitoring performance.

Skills

FP&A

Financial modeling

Advanced Excel

Budgeting & forecasting

Power BI

Tableau

Education

Bachelor’s degree in Finance/Accounting/Economics/Business

Tools

Oracle

Anaplan

Workday Adaptive

Job description

Employment Type: Full-Time | Direct Hire

Compensation: $95,000–$115,000 base annually

Location: Miami, FL (Doral area)

Work Model: Onsite

Industry: Commercial and Industrial HVAC

Work Authorization: Applicants must be authorized to work in the United States for any employer. Sponsorship is not available for this position.

Company Overview

A growing commercial and industrial HVAC organization operates through multiple businesses and locations. Its regional finance team supports operating leaders with planning, financial analysis, and reporting that connect business activity to profitability and cash flow.

Position Summary

Reporting to the Regional Controller, the Senior Financial Analyst will own key planning and analysis activities for the East Region. The role combines financial modeling with direct business partnership, helping leadership understand performance, evaluate investments, and act on changing conditions. It also offers scope to improve dashboards, reporting, and forecasting processes.

Key Responsibilities

• Turn monthly financial and operating results into clear explanations of performance, emerging risks, and opportunities.
• Coordinate regional budgets and forecasts across revenue, gross margin, commissions, SG&A, and cash flow.
• Evaluate bookings and backlog to improve visibility into future revenue and conversion timing.
• Build scenario models for growth plans, project economics, and investment decisions.
• Discuss results and recommendations with regional leaders and business-unit stakeholders.
• Develop KPI dashboards and automated recurring reports that make business drivers easier to monitor.
• Strengthen data accuracy and streamline workflows across Accounting and FP&A.
• Provide targeted analysis for strategic initiatives, special projects, and time-sensitive business questions.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related quantitative discipline.
• At least three years of progressive FP&A, corporate finance, strategic finance, or related analytical experience.
• Practical strength in financial modeling, budgeting, forecasting, and variance analysis, supported by advanced Excel skills.
• Experience with an enterprise financial or planning platform such as Oracle, Anaplan, Workday Adaptive, or a comparable system.
• Experience creating dashboards or automated reporting with Power BI, Tableau, or similar tools.
• Ability to connect financial statements and operating metrics to business performance and explain recommendations to senior leaders and non-finance partners.

Preferred Qualifications

• Finance support across multiple entities, locations, or decentralized operating businesses.
• Experience in B2B commercial or industrial businesses, including HVAC, distribution, manufacturing, or project-based operations.
• Exposure to project profitability, margin drivers, commission analysis, or backlog forecasting.
• Examples of improving planning processes, reporting systems, or finance automation.