Senior Financial Analyst

Everestsearchpartners; Orem (UT); On-site; USD 80,000 - 110,000; Full time

Job summary

Everestsearchpartners is seeking a Senior Financial Analyst to lead financial planning, budgeting, forecasting, and performance analysis. This role partners with executives to drive insights, identify opportunities, and improve financial results through robust modeling and KPI reporting.

The position involves collaborating across FP&A to support long-term planning and strategic analysis, with a focus on translating complex data into clear recommendations for leadership in a fast-paced

Qualifications

• Bachelor’s degree in finance, accounting, economics, business, or related field.
• 4–7 years of FP&A, financial analysis, or related experience.
• Demonstrated experience building financial models and performing complex analysis.
• Advanced Excel with data manipulation and presentation of complex data.
• Strong analytical and problem-solving skills across multiple data sets.
• Excellent communication to present financial information to finance and non-finance stakeholders.
• Experience with Adaptive or another FP&A/financial planning platform.
• Experience with databases, dashboards, and business intelligence tools.
• Understanding capitalization of expenditures and related financial analysis.

Responsibilities

• Manage department-level financial planning, budgeting, and forecasting processes.
• Partner with executives to evaluate financial and operational performance and objectives.
• Develop financial models, forecasts, and variance analyses to identify trends, risks, and opportunities.
• Monitor financial performance and establish KPIs and performance measures.
• Prepare polished, dynamic financial reporting translating complex data into actionable insights.
• Serve as a finance business partner providing recommendations to improve performance.
• Develop financial models via benchmarking, process analysis, and key drivers.
• Support FP&A leadership with long-term planning and strategic analysis.
• Provide analytical guidance to other FP&A team members.

Skills

Advanced Excel

Analytical thinking

Communication skills

Fast-paced environment

BI tools

Education

Bachelor’s degree in finance, accounting, economics, business or related field

Tools

Adaptive Planning

Databases & Dashboards

Job description

SUMMARY

The Senior Financial Analyst will play a key role in financial planning and analysis, providing the financial insight, modeling, forecasting, and performance analysis needed to support strategic and operational decision-making. This position will own and support budgeting, forecasting, KPI reporting, and financial modeling while partnering with executives and business leaders to understand performance, identify opportunities, and improve financial results.

KEY RESPONSIBILITIES

• Manage department-level financial planning, budgeting, and forecasting processes.
• Partner with executives and business leaders to evaluate financial and operational performance, metrics, and objectives.
• Develop financial models, forecasts, and variance analyses to identify trends, risks, and opportunities.
• Monitor financial performance and establish meaningful KPIs and performance measures.
• Prepare polished, dynamic financial reporting that translates complex data into clear, actionable business insights.
• Serve as a finance business partner, providing recommendations to improve financial performance and operating results.
• Develop financial models through benchmarking, process analysis, and evaluation of key business drivers.
• Support FP&A leadership and executive management with long-term financial planning and strategic analysis.
• Serve as a subject-matter resource for financial modeling, processes, and finance systems.
• Support and advise other FP&A team members by reviewing financial reports and providing analytical guidance.
• Lead operational and process-improvement initiatives that strengthen the FP&A function.
• Perform ad hoc financial analysis and other duties as needed in a fast-paced environment.

QUALIFICATIONS

• Bachelor’s degree in finance, Accounting, Economics, Business, or a related field.
• 4–7 years of progressive experience in FP&A, financial analysis, or a related finance function.
• Demonstrated experience building financial models and performing complex financial analysis.
• Advanced Excel skills with the ability to manipulate, analyze, and present complex financial data.
• Strong analytical and problem-solving skills, with the ability to interpret multiple data sets and identify key business drivers.
• Excellent communication skills with the ability to present financial information clearly to both finance and non-finance stakeholders.
• Ability to adapt quickly, prioritize effectively, and operate successfully in a fast-paced, growth-oriented environment.\
• Experience with Adaptive or another FP&A/financial planning platform.
• Experience with database, dashboarding, and business intelligence tools.
• Understanding of capitalization of expenditures and related financial analysis.