Senior Financial Analyst

Realtime Recruitment; Philadelphia (Philadelphia County); On-site; USD 85,000 - 120,000; Full time

Job summary

Realtime Recruitment is seeking an experienced FP&A professional in Philadelphia to lead financial planning, forecasting, and performance reporting with AI and automation. You will build driver-based models, manage rolling forecasts, and deliver executive-ready insights and KPI dashboards using Power BI and ERP data.

The role emphasizes data governance, automated reporting, and collaboration with executive leadership to accelerate financial cycles and support strategic decision-making.

Qualifications

• Experience building driver-based financial models and rolling forecasts.
• Ability to produce executive-ready insights, KPI dashboards, and board reporting.
• Strong data governance, accuracy, and auditability in reporting processes.

Responsibilities

• Develop and maintain driver-based models, rolling forecasts, budgets and scenario analyses.
• Automate recurring financial reporting and reconciliations to improve efficiency.
• Create scalable dashboards using Power BI and ERP data sources.
• Deliver variance analyses and KPI dashboards for quarterly and monthly reviews.
• Support strategic finance initiatives including ROI modeling and due diligence.
• Maintain documentation and SOPs for FP&A processes and controls.
• Identify automation opportunities to shorten reporting cycles and improve scalability.
• Investigate variances with stakeholders and provide root-cause analysis.

Skills

Financial modeling

Forecasting

Reporting & analytics

Excel (advanced)

Power BI

Power Query

Power Pivot

ERP data integration

Tools

Excel

Power Query

Power Pivot

Power BI

ERP systems

Job description

Partnered with executive leadership and cross-functional teams to drive financial planning, forecasting, and performance reporting while leveraging AI, automation, and data governance to improve reporting accuracy, accelerate financial cycles, and support strategic decision-making.

Key Contributions

• Developed and maintained driver-based financial models, rolling forecasts, annual budgets, and scenario analyses to support business planning and executive decision-making.
• Leveraged AI and automation to streamline recurring financial reporting, reconciliations, trend analysis, and executive reporting, significantly reducing manual effort and improving efficiency.
• Built scalable reporting solutions using advanced Excel, Power Query, Power Pivot, Power BI, and ERP data, creating reliable dashboards and self-service reporting capabilities.
• Produced executive‑ready financial insights, variance analyses, KPI dashboards, and board‑level reporting to support quarterly and monthly business reviews.
• Supported strategic finance initiatives, including corporate development, investment analysis, ROI modeling, unit economics, and financial due diligence.
• Managed financial data requests and diligence processes by ensuring data accuracy, auditability, and governance through standardized documentation and source‑of‑truth controls.
• Automated flash reporting, operational performance reporting, and financial data refresh processes while implementing validation checks and exception‑based monitoring.
• Monitored operational KPIs, shipment trends, revenue drivers, margins, and forecast assumptions, providing root‑cause analysis and actionable recommendations.
• Developed recurring Accounts Receivable and collections reporting, incorporating automated exception reporting, aging analysis, and prioritized follow‑up workflows.
• Strengthened pricing governance through controlled workflows, automated validation checks, and audit‑ready documentation.
• Improved data quality by implementing governance standards, reconciliation processes, metric definitions, and automated controls for completeness, consistency, and accuracy.
• Built and maintained FP&A standard operating procedures (SOPs), documenting automated reporting processes, refresh schedules, and financial controls.
• Identified and implemented automation opportunities across FP&A and accounting workflows, reducing reporting cycle times and increasing operational scalability.
• Performed complex ad‑hoc financial analyses and reconciliations using automated matching techniques, investigating variances and collaborating with stakeholders to resolve exceptions.

Core Skills