Senior Financial Analyst

STV; New York (NY); Hybrid; USD 93,000 - 107,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) Plan

Paid Time Off

Paid Holidays

Continuing Education Program

Professional Licensure and Society

Job summary

STV is seeking a Senior Financial Analyst to support forecasting, analysis, M&A, and reporting. The role is hybrid (3 days in-office) and based in Dallas, Frisco, or New York.

The position requires a Bachelor’s in Finance or Accounting with 3+ years in advisory; CPA/CFA is a plus. Strong modeling, Excel, and ERP skills are essential for cross-functional collaboration and strategic insights.

Qualifications

• Bachelor’s degree in Finance or Accounting required.
• Master’s degree or CPA/CFA is a plus.
• Experience in Big 4 transaction advisory preferred.

Responsibilities

• Assist in development of annual budgets and quarterly forecasts with strategic insights.
• Perform monthly variance analyses and recommend improvements.
• Perform due diligence and forecast for potential M&A.
• Analyze financial data to identify trends, risks, and opportunities for growth.
• Develop and maintain financial reporting to support decision-making.
• Ensure accurate project-level forecasts of future work.
• Prepare data for insurance renewals and industry publications.
• Improve financial processes and reporting accuracy.

Skills

Financial analysis

Forecasting

Financial modeling

Communication

Education

Bachelor's degree in Finance or Accounting

Master's degree or CPA/CFA preferable

Tools

Excel

ERP systems

Financial planning software

Job description

STV is seeking a Senior Financial Analyst to join our Finance group. This position is designated as hybrid (3 days per week in-office) and will be based in one of the following STV offices: Dallas, TX; Frisco, TX, or New York, NY.

This position will be responsible for supporting the company’s forecasting, analysis, M&A, and reporting processes. This role will provide critical financial insights and business intelligence to drive strategic decision-making and improve overall financial performance. The Senior Financial Analyst will work with cross-functional teams to ensure accurate financial data and develop comprehensive financial models.

Key Responsibilities

• Assist in development of annual budgets and quarterly forecasts, providing strategic insights and recommendations to optimize financial performance
• Perform monthly variance analyses to clearly outline any deviations from budget and/or forecast and make suggestions to improve future performance
• Perform due diligence and build forecasts for potential mergers and acquisitions
• Analyze financial data to identify trends, risks, and opportunities for growth
• Develop and maintain financial reporting to support decision-making across the organization
• Ensure future work is accurately represented in project-level forecasts
• Compile reporting data for business insurance renewals and AAC industry trade publications
• Improve financial processes, systems, and reporting capabilities to enhance efficiency and accuracy

Requirements

• Bachelor’s degree in Finance or Accounting. A master’s degree or professional certification (e.g., CPA, CFA) is a plus
• 3+ years of experience in Big 4 transaction advisory is preferred
• Experience in AEC industry a plus
• Strong financial modeling and analytical skills
• Proficiency in financial software and tools (e.g., Excel, financial planning software, ERP systems)
• Excellent verbal and written communication abilities – making work products and thought processes clearly understandable and auditable
• Detail-oriented with strong organizational and time management skills
• Ability to manage multiple priorities

Key Competencies

• Analytical mindset with the ability to interpret complex financial data
• Strong problem-solving skills and proactive approach to identifying and addressing issues
• Effective interpersonal skills / desire to collaborate and contribute to the goals of the team
• Proven track record of ownership and accountability
• High level of integrity and ethical standards
• Adaptability and willingness to embrace change in a dynamic environment

Compensation Range

$93,216.59 - $106,533.25

STV offers the following benefits

• Health insurance, including an option with a Health Savings Account
• Dental insurance
• Vision insurance
• Flexible Spending Accounts (Healthcare, Dependent Care and Transit and Parking where applicable)
• Disability insurance
• Life Insurance and Accidental Death & Dismemberment
• 401(k) Plan
• Retirement Counseling
• Employee Assistance Program
• Paid Time Off
• Paid Holidays
• Back-Up Dependent Care
• Parental Leave
• Continuing Education Program
• Professional Licensure and Society Memberships

STV is committed to paying all of its employees in a fair, equitable, and transparent manner. The listed pay range is STV's good-faith salary estimate for this position. Please note that the final salary offered for this position may be outside of this published range based on many factors, including but not limited to geography, education, experience, and/or certifications.