Senior Financial Analyst

Veritas Partners; McLean (VA); On-site; USD 125,000 - 150,000; Full time

Job summary

A leading financial consulting firm is seeking a Sr FP&A Analyst in Northern Virginia. The role requires expertise in financial forecasting, budgeting, and strategic analysis. Candidates should possess strong data analysis and communication skills, with a minimum of 5 years of experience in the field. Proficiency in Excel and financial software is essential, along with the ability to visualize data effectively. This is a full-time position offering competitive compensation.

Qualifications

• 5+ years of relevant experience in consulting, financial services, or banking.
• Demonstrated data analysis skills and ability to connect data insights to financial issues.
• Experience working with large datasets.

Responsibilities

• Collaborate with teams to develop financial forecasts and analysis.
• Identify trends, risks, and opportunities across business units.
• Prepare executive presentations and business cases.

Skills

Data analysis

Communication skills

Data visualization

Financial forecasting

Education

Bachelor’s degree in business administration, Accounting, Finance or Engineering

Tools

Excel

PowerPoint

SQL

Tableau

Hyperion

OneStream

QRM

Job description

This range is provided by Veritas Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$125,000.00/yr - $150,000.00/yr

Our client is currently seeking an experienced Sr FP&A Analyst to join their team in Northern Virginia. The role will play a critical part in forecasting, budgeting, and strategic analysis, with a strong emphasis on executive communication, data storytelling and impactful presentation delivery. This person should have a strategic consulting mindset with ability to support analysis of business endeavors, research projects, and strategic initiatives.

Responsibilities

• Collaborate with the Business Advisory Group, Treasury, and Credit Risk Teams to develop financial forecasts and analysis of strategic initiatives, ensuring alignment with financial objectives.
• Support budgeting and financial forecasting efforts related to total company financial statements.
• Consolidate and interpret financial results to deliver insightful executive summaries and dashboards.
• Identify and communicate trends, risks and opportunities across business units and functional areas through structured analysis and data visualization.
• Prepare business cases and Executive-level presentations through data visualization and translation of data insights into clear, concise, easy-to-understand content, including monthly forecasting decks and strategic planning materials.
• Support the VP of FP&A with development of actionable recommendations to improve performance, mitigate risk, and capitalize on opportunities.
• Support management of forecasting process by providing hands‑on assistance to organize task plans, forecasting calendars and follow‑up with stakeholders as needed.
• Support organizational change and learning by embracing new, flexible, and agile approaches to improve business performance, processes, innovation, and efficiency.

Requirements

• Bachelor’s degree in business administration, Accounting, Finance or Engineering required.
• Minimum of 5+ years' of relevant experience in consulting, financial services, or banking.
• Demonstrated data analysis skills and the ability to connect data insights to key financial and business issues.
• Understanding of bank financial statements, specifically balance sheet and income statements.
• Experience working with large datasets and knowledge of various financial software packages and tools (e.g., Hyperion, OneStream, QRM) is strongly preferred.
• Advanced Excel and strong PowerPoint skills required.
• Data visualization skills: experience in SQL, Tableau or other data visualization software is preferred.

Seniority level

Associate

Employment type

Full-time

Job function

Finance, Accounting/Auditing, and Analyst

Industries

Banking, Financial Services, and Insurance