Senior Financial Analyst

Ledgent-Finance-; Morgan Hill (CA); On-site; USD 175,000 - 190,000; Full time

Job summary

Ledgent Finance & Accounting seeks a Senior Financial Analyst in Morgan Hill, CA to support budgeting, forecasting, and financial planning across the organization. This role emphasizes business partnering, financial systems administration, and robust analytics to drive strategic initiatives.

The ideal candidate will have 6+ years in FP&A or related fields, strong Excel and ERP experience, and excellent communication skills to present findings to executives.

Qualifications

• Requires a Bachelor's degree and 6+ years in FP&A, financial systems, or related fields.
• Experience in budgeting, forecasting, financial modeling, and management reporting.
• Working knowledge of ERP systems and strong Excel/Office proficiency.

Responsibilities

• Partner with business leaders on annual budgeting, forecasting, and long-range planning.
• Design and maintain FP&A reports, dashboards, and KPIs for executive review.
• Develop complex financial models to evaluate profitability, pricing, and investments.
• Act as primary administrator for FP&A platform and ensure data integrity across systems.
• Support cross-functional teams with data-driven insights and decision support.

Skills

Budgeting

Forecasting

Financial modeling

Management reporting

ERP systems

Excel

Analytical skills

Communication skills

Cross-functional collaboration

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Workday Adaptive Planning

Job description

Salary: USD175000 - USD190000 per year

Ledgent Finance & Accounting is seeking a highly analytical and results-driven Senior Financial Analyst to support our client's financial planning, forecasting, reporting, and business decision-making. This role combines financial analysis, business partnering, and financial systems administration, with a strong emphasis on planning and reporting tools.

The ideal candidate will possess extensive experience in budgeting, forecasting, financial modeling, management reporting, and the administration of enterprise planning systems. This individual will work closely with business leaders and cross-functional teams to deliver actionable insights, improve financial processes, and support strategic initiatives.

Key Responsibilities

• Serve as a key partner in the annual budgeting, forecasting, and long-range planning processes.
• Drive adoption of financial planning best practices and enhance the utilization of enterprise planning tools.
• Support business partners with financial forecasting, performance analysis, and decision support.
• Act as the primary administrator for the financial planning and analysis platform.
• Maintain system integrity and ensure accurate integration between planning applications and ERP systems.
• Build, configure, and maintain models, assumptions, allocations, hierarchies, dimensions, accounts, and calculations within the planning environment.
• Ensure the accuracy, reliability, and consistency of financial data across systems.

Reporting & Analytics

• Design, develop, and maintain financial reports, dashboards, and KPIs within planning and business intelligence platforms.
• Create intuitive and executive-level reporting packages and presentation materials utilizing Microsoft Office tools.
• Deliver recurring and ad hoc management reporting to support business performance monitoring.

Financial Analysis & Business Support

• Develop complex financial models to evaluate profitability, pricing, investment opportunities, and business initiatives.
• Analyze financial and operational performance, identify trends, and provide recommendations to improve results.
• Conduct variance analysis, business case development, ROI analysis, and profitability assessments.
• Support cross-functional teams with data-driven insights and financial decision support.

Executive Communication

• Summarize complex financial analyses and recommendations into concise, executive-ready presentations.
• Present findings, forecasts, and strategic recommendations to management and business stakeholders.
• Effectively communicate financial concepts to audiences with varying levels of financial expertise.

Cross-Functional Collaboration

• Build strong working relationships across finance, operations, and other business functions.
• Partner with stakeholders to identify opportunities, solve problems, and improve business performance.
• Support strategic initiatives through ongoing analysis, monitoring, and reporting.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, or a related business discipline.
• Minimum of 6 years of experience in Financial Planning & Analysis, Financial Systems, Corporate Finance, or related fields.
• Experience supporting budgeting, forecasting, financial modeling, and management reporting functions.
• Working knowledge of Enterprise Resource Planning (ERP) systems.
• Strong understanding of financial statements, accounting principles, and financial analysis techniques.
• Advanced analytical, quantitative, and problem-solving skills.
• Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft Office applications.
• Excellent written and verbal communication skills with the ability to present complex information clearly.

Preferred

• Experience with enterprise planning, reporting, and consolidation platforms such as:
• Workday Adaptive Planning
• Other comparable FP&A and business intelligence solutions
• Experience developing dashboards, KPIs, and executive reporting packages.
• Prior experience supporting financial systems administration and integrations.
• Financial Planning & Analysis (FP&A)
• Budgeting & Forecasting
• Business Partnering
• Systems Administration
• Management Reporting
• KPI Development
• Strategic Thinking
• Executive Presentation Skills
• Process Improvement
• Cross-Functional Collaboration