Senior Financial Analyst

CFS; Minneapolis (MN); On-site; USD 88,000 - 115,000; Full time

Benefits offered by this job

Bonus opportunities

Comprehensive benefits

Job summary

CFS in Minneapolis, MN is seeking a Senior Financial Planning & Analysis Analyst to lead financial reporting, forecasting, and business analysis initiatives. You will partner with leadership, develop dashboards, and drive data-driven decisions across the firm.

Applicants should have a CPA is a plus, 7+ years of FP&A experience, and strong Excel/SQL/Tableau skills. This role offers a comprehensive benefits package and bonus opportunities.

Qualifications

• 7+ years of progressive FP&A, finance, accounting, or financial reporting experience.
• Advanced Excel skills with Power Query, pivot tables, complex formulas, automation, and data analysis.
• Strong SQL, database reporting, and BI tool experience (Tableau).

Responsibilities

• Prepare detailed financial reports, dashboards, and analyses using financial systems, Excel, SQL, and BI tools.
• Support monthly, quarterly, and annual reporting processes, including management reporting and financial statement analysis.
• Deliver ad hoc analyses and strategic projects to support business objectives.
• Partner with departments for high-visibility surveys and reporting initiatives.
• Develop and maintain reporting solutions to improve data accessibility, accuracy, and decision-making.
• Act as SME on financial systems, reporting processes, and data integration.

Skills

Advanced Excel

Power Query

Pivot Tables

Complex Formulas

Automation

Data Analysis

SQL

Tableau

Education

Bachelor's degree in Accounting or Finance

Tools

Tableau

Job description

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Senior Financial Planning & Analysis Analyst

Location: Minneapolis, MN

Salary: $88,000 - $115,000 + Bonus

Why This Opportunity Stands Out

• Join a respected and stable professional services organization with a strong culture of collaboration.
• Partner with leadership on key financial reporting, forecasting, and business analysis initiatives.
• Gain exposure to high-impact projects that influence firm-wide decision‑making.
• Take ownership of projects from start to finish with significant visibility across the organization.
• Expand your expertise with advanced reporting tools, business intelligence platforms, and financial systems.
• Serve as a trusted resource for financial data, reporting, and system integrations.
• Work in an environment that values professional development, mentorship, and career growth.
• Collaborate with both financial and non‑financial teams to drive informed business decisions.
• Comprehensive benefits package including medical, dental, vision, life insurance, 401(k), PTO, paid holidays, and bonus opportunities.

Key Responsibilities

• Prepare detailed financial reports, dashboards, and analyses using financial systems, Excel, SQL, and business intelligence tools.
• Support monthly, quarterly, and annual reporting processes, including management reporting, financial statement analysis, and compensation reporting.
• Deliver ad hoc financial analyses and strategic projects to support business objectives.
• Partner with various departments to complete high‑visibility industry surveys and reporting initiatives.
• Develop and maintain reporting solutions that improve data accessibility, accuracy, and decision‑making.
• Act as a subject matter expert on financial systems, reporting processes, and data integration.

What You Bring

• Bachelor’s degree in Accounting, Finance, or a related field.
• 7+ years of progressive experience in FP&A, finance, accounting, or financial reporting.
• Advanced Excel skills, including Power Query, pivot tables, complex formulas, automation, and data analysis.
• Strong experience with SQL, database reporting, and business intelligence tools such as Tableau.
• Excellent analytical, communication, project management, and cross‑functional collaboration skills.
• Professional services or law firm experience is preferred.
• CPA is a plus but not required.

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