Senior Financial Analyst

Talentify; Lexington (KY); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Paid vacation

Life and disability insurance

Employee ownership opportunity

Job summary

Aston Carter is seeking a Financial Analyst for our Lexington, KY office. The role partners with department leaders to drive budgeting, forecasting, and financial planning, translating data into clear insights for strategic decisions.

You will build robust models, prepare reports and dashboards, monitor expenses, and support long‑term planning. The ideal candidate has 5+ years in FP&A, excellent Excel skills, and effective communication; salary range $80,000-$100,000 with full benefits.

Qualifications

• 5+ years of FP&A, corporate finance, budgeting or forecasting.
• Strong financial planning, budgeting and variance analysis.
• Advanced Excel with complex formulas and modeling.
• Experience with financial planning systems such as OneStream/Hyperion.
• Ability to translate data into actionable business insights.
• Experience presenting to leadership.

Responsibilities

• Lead the annual budgeting process and ongoing forecasting.
• Analyze performance, trends, and variances and report to leadership.
• Develop and maintain financial models for decisions and investments.
• Prepare dashboards and KPI reporting for visibility into performance.
• Monitor expenses and capital spend; suggest corrective actions.
• Partner with department leaders to align budgets with objectives.
• Support long‑term planning with detailed analysis and scenarios.
• Identify cost savings and process improvements in FP&A workflows.
• Collaborate with Accounting to ensure accurate reporting.

Skills

FP&A experience

Communication skills

Presentation skills

translate financial data into actions

Education

Bachelor's degree in Finance/Accounting/Economics or related field

Tools

OneStream

Hyperion

Microsoft Excel

Job description

About this job

Job Description

The Financial Analyst plays a key role in financial planning, forecasting, reporting, and strategic decision-making. In this position, you partner closely with business and department leaders to analyze performance, identify trends, and deliver clear financial insights that guide organizational decisions. You lead the annual budgeting process, support ongoing forecasts, and develop robust financial models that inform investments and long-term initiatives. This role is ideal for a finance professional who enjoys combining analytical rigor with business partnership and who wants to contribute to a collaborative, growth-focused organization.

Responsibilities

• Lead the annual budgeting process and manage ongoing forecasting activities to ensure accurate and timely financial plans.
• Analyze financial performance, trends, and budget variances, and clearly communicate findings to leadership.
• Develop and maintain financial models that support business decisions, capital investments, and strategic initiatives.
• Prepare management reports, dashboards, and KPI reporting to provide visibility into financial and operational performance.
• Monitor operating expenses and capital spending, highlighting variances and recommending corrective actions when needed.
• Partner with department leaders to provide financial guidance, support decision-making, and align budgets with business objectives.
• Support long‑term planning efforts and strategic initiatives by providing detailed financial analysis and scenario modeling.
• Identify opportunities for cost savings, efficiency gains, and process improvements across financial planning and reporting activities.
• Collaborate with Accounting to ensure accurate, timely, and consistent financial reporting and alignment between FP&A and accounting data.
• Translate complex financial data into clear, actionable business insights and recommendations for leadership.
• Present financial information, analysis, and recommendations to leadership, contributing to strategic discussions and decisions.
• Bachelors degree in Finance, Accounting, Economics, or a related field.
• 5+ years of experience in FP&A, corporate finance, budgeting, or forecasting.
• Strong financial planning and analysis skills, including budgeting, forecasting, and variance analysis.
• Advanced Microsoft Excel skills, including complex formulas, modeling, and data analysis.
• Proven financial modeling experience to support business decisions and investments.
• Experience with financial planning systems such as OneStream, Hyperion, or similar platforms.
• Solid understanding of financial statements and key financial metrics.
• Ability to translate financial data into actionable business insights and recommendations.
• Strong communication and presentation skills, with the ability to convey complex information clearly.
• Experience presenting financial information to leadership is preferred.
• Knowledge of financial reporting and accounting principles and practices.

Additional Skills & Qualifications

• Experience in financial planning and analysis (FP&A) within a corporate environment.
• Experince in financial reporting and financial analysis, including performance and trend analysis.
• Exposure to budgeting and forecasting processes in established, growth-oriented organizations.
• Ability to build and maintain dashboards and KPI reporting to support management decision-making.
• Demonstrated capability to work collaboratively with cross-functional teams and department leaders.
• Strong attention to detail combined with the ability to see the broader strategic picture.
• Comfort working with advanced Excel features and large data sets to drive insights.
• Interest in ongoing professional development and leadership growth opportunities.
• Ability to identify and recommend cost savings and process improvements in financial workflows.

This is a full-time, office‑based position with typical hours of 8:00 a.m. to 5:00 p.m., Monday through Friday. You work in a professional corporate environment that emphasizes teamwork, respect, and internal collaboration. The organization is established and financially stable, with a strong focus on continued growth and long‑term career opportunities. Employees benefit from an employee‑owned structure that allows them to share in the companys long‑term success. The company supports leadership and professional development, offering comprehensive benefits including medical, dental, vision, 401(k) match, and paid time off. You primarily use financial planning and analysis tools, including Microsoft Excel and systems such as OneStream or Hyperion, within a modern office setting.

Job Type & Location

This is a Permanent position based out of Lexington, KY.

Pay and Benefits

The pay range for this position is $80000.00 - $100000.00/yr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job‑related factors.

• Medical, dental, and vision insurance
• 401(k) with company match
• Paid vacation
• Life and disability insurance
• Employee ownership opportunity

Application Deadline

This position is anticipated to close on Nov 25, 2026.

Workplace Type

This is a fully onsite position in Lexington,KY.

About Aston Carter

Aston Carter provides world‑class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry‑leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [e-mail] for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

Each posting applies separately and lists its own pay.