Senior Financial Analyst

Emery Sapp & Sons, Inc.; Kansas City (MO); On-site; USD 70,000 - 90,000; Full time

Job summary

A reputable financial service firm in Kansas City is seeking a Senior Financial Analyst to enhance financial modeling and provide data-driven insights for strategic decisions. The ideal candidate will have 3-5 years of experience in financial planning and analysis, strong Excel skills, and the ability to collaborate with stakeholders to drive continuous improvement. The role requires a Bachelor's degree in Accounting or Finance and offers an onsite work environment.

Qualifications

• 3-5+ years of financial planning & analysis experience preferred.
• Strong foundation in financial statements and GAAP accounting principles.
• Expertise in forecasting, budgeting, and planning best practices.

Responsibilities

• Develop and enhance financial models for forecasting and budgeting.
• Conduct financial analysis to identify trends and opportunities.
• Prepare financial reports and presentations for leadership.

Skills

Financial modeling

Financial analysis

Advanced Excel skills

Communication

Interpersonal skills

Education

Bachelor's degree in Accounting or Finance

Tools

Planful

Adaptive Insights

Power BI

Tableau

Job description

ESS Companies Inc. is looking for a motivated, data-driven, and results-oriented Senior Financial Analyst. The successful candidate will have strong financial modeling and analytical skills and will support leaders with data-driven financial insight, supporting strategic decisions, forecasting, budgeting, reporting and process improvement.

The ideal candidate combines strong financial modeling capabilities with excellent financial acumen, is comfortable navigating both high-level strategic planning and detailed variance analysis and is passionate about driving continuous improvement through data and financial rigor.

Location: KC, MO (onsite)

Reports to: Manager, Financial Planning & Analysis

Responsibilities

• Develop, maintain, and enhance comprehensive financial models to support forecasting, budgeting, scenario planning, and long-range strategic planning
• Conduct complex financial analysis to identify trends, risks, and opportunities
• Collaborate with various stakeholders to provide financial support and insight to provide actionable insights
• Prepare monthly, quarterly, and annual financial reports and presentations for senior leadership
• Collaborate with Accounting on month-end close processes to ensure data consistency and financial integrity
• Support forecasting of cash flow, capital expenditure planning and balance sheet impacts
• Support enterprise-wide valuation modeling, especially as it relates to ESOP sustainability and strategy
• Recommend and drive process improvements to enhance accuracy, timeliness, and usability of financial data

Qualifications

• Bachelor's degree in Accounting or Finance preferred
• 3-5+ years of progressive and/or financial planning & analysis experience; preferred experience in a multi-entity, mid-to-large enterprise environment
• Strong foundation in financial statements, GAAP accounting principles, and corporate finance
• Expertise in financial modeling, forecasting, budgeting, and planning best practices
• Experience conducting scenario / sensitivity analysis and ad-hoc analyses
• Advanced Excel skills required; proficiency with financial planning systems (e.g., Planful or Adaptive Insights a strong plus)
• Familiarity with data visualization and BI tools (e.g., Power BI, Tableau) to support development of interactive dashboards and reporting
• Demonstrated ability to influence business partners, communicate complex data clearly, and contribute to strategic conversations
• Strong interpersonal skills and ability to work cross-functionally, managing multiple projects in a fast-paced environment

Prior experience working with an ESOP company or understanding of employee-owned business models a plus