Senior Financial Analyst

Ledgent; Morgan Hill (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Ledgent Finance & Accounting is seeking a Senior Financial Analyst to support budgeting, forecasting, reporting, and business decision-making for our client. The role emphasizes planning, analytics, and ERP integration to drive strategic initiatives.

The ideal candidate has extensive FP&A experience, strong financial modeling skills, and a proven track record partnering with cross-functional leaders to deliver actionable insights and improve processes.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related business discipline.
• Minimum 6 years of experience in Financial Planning & Analysis or related fields.
• Experience with budgeting, forecasting, financial modeling, and management reporting.
• Working knowledge of ERP systems.
• Strong understanding of financial statements and accounting principles.
• Advanced Excel and MS Office skills.
• Excellent written and verbal communication with executive audiences.

Responsibilities

• Lead annual budgeting, forecasting, and long-range planning processes.
• Advance use of planning tools and improve financial planning processes.
• Provide financial forecasting, performance analysis, and decision support to business partners.
• Administer FP&A platforms and ensure data integrity across planning and ERP systems.
• Build and maintain models, allocations, hierarchies, and calculations in the planning environment.
• Design and deliver executive reporting packages and dashboards.

Skills

Budgeting

Forecasting

Financial modeling

Management reporting

ERP systems

Excel

Microsoft Office

Education

Bachelor's degree in Finance, Accounting, Economics, or related business discipline

Tools

ERP systems

Workday Adaptive Planning

Job description

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
  

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.