Senior Financial Analyst

Ledgent; Phoenix (AZ); On-site; USD 100,000 - 125,000; Full time

Job summary

Ledgent is seeking a Senior Financial Analyst in Phoenix, AZ, to partner with the executive team and drive strategic financial planning. This role will own budgeting, forecasting, and long-range planning while delivering actionable insights to influence capital allocation and growth opportunities.

Ideal candidates bring 4–8+ years in analytical finance, strong modeling skills, and experience presenting to senior leadership.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 4–8+ years of experience in FP&A, Corporate Finance, Investment Banking, or related analytical finance role.
• Advanced financial modeling and forecasting expertise.
• Strong understanding of financial statements, cash flow analysis, and key business metrics.
• Advanced Excel skills and experience with financial planning systems.
• Experience creating executive-level presentations and reporting materials.
• Ability to communicate effectively with senior leadership and influence decision-making.

Responsibilities

• Lead budgeting, forecasting, and long-range financial planning processes.
• Develop financial models to evaluate performance, investments, and growth initiatives.
• Analyze monthly operating results and provide actionable insights to executive leadership.
• Create executive-level reporting packages, dashboards, and KPI analyses.
• Partner with department leaders to understand drivers and identify performance opportunities.
• Support liquidity management, cash flow forecasting, and working capital optimization.
• Monitor cash positions and provide recommendations regarding capital deployment.
• Assist with banking relationships, debt management, and treasury operations.
• Develop tools and analyses to improve cash forecasting accuracy and visibility.
• Evaluate strategic initiatives, market opportunities, and investment decisions through detailed financial modeling.
• Support mergers and acquisitions analysis, due diligence, and integration planning as needed.
• Prepare board, lender, and investor-facing financial presentations and analyses.
• Conduct scenario planning, sensitivity analyses, and strategic forecasting exercises.
• Collaborate directly with senior executives on growth initiatives, expansion opportunities, and business cases.

Skills

Financial modeling

Forecasting

Executive reporting

Excel

Financial statements

Leadership communication

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Power BI

Tableau

ERP systems

Job description

Compensation: $100,000-$125,000 base salary + bonus plan

We are seeking a highly analytical and business-minded Senior Financial Analyst to join our growing finance team during an exciting phase of organizational expansion. This role will serve as a trusted partner to the executive leadership team, providing critical financial insights and supporting key decision-making across Treasury, FP&A, and Strategic Finance functions.

The ideal candidate thrives in a fast-paced, high-growth environment and enjoys working directly with C-suite leaders on initiatives that influence company performance, capital allocation, growth strategy, and operational effectiveness.

What You'll Do

• Lead budgeting, forecasting, and long-range financial planning processes.
• Develop financial models to evaluate business performance, investment opportunities, and growth initiatives.
• Analyze monthly operating results and provide actionable insights to executive leadership.
• Create executive-level reporting packages, dashboards, and KPI analyses.
• Partner with department leaders to understand business drivers and identify opportunities for improved performance.
• Support liquidity management, cash flow forecasting, and working capital optimization.
• Monitor cash positions and provide recommendations regarding capital deployment.
• Assist with banking relationships, debt management, and treasury operations.
• Develop tools and analyses to improve cash forecasting accuracy and visibility.
• Evaluate strategic initiatives, market opportunities, and investment decisions through detailed financial modeling.
• Support mergers and acquisitions analysis, due diligence, and integration planning as needed.
• Prepare board, lender, and investor-facing financial presentations and analyses.
• Conduct scenario planning, sensitivity analyses, and strategic forecasting exercises.
• Collaborate directly with senior executives on growth initiatives, expansion opportunities, and business cases.
• Serve as a strategic finance resource to the CEO, CFO, and executive leadership team.
• Translate complex financial data into clear business recommendations.
• Present findings and recommendations to senior stakeholders with confidence and credibility.
• Support special projects and cross-functional initiatives tied to company growth objectives.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 4-8+ years of experience in FP&A, Corporate Finance, Investment Banking, Transaction Advisory, Corporate Development, Treasury, or a related analytical finance role.
• Advanced financial modeling and forecasting expertise.
• Strong understanding of financial statements, cash flow analysis, and key business metrics.
• Advanced Excel skills and experience with financial planning systems.
• Experience creating executive-level presentations and reporting materials.
• Ability to communicate effectively with senior leadership and influence decision-making.

Preferred

• MBA, CFA, CPA, or other relevant professional designation.
• Experience in a private equity-backed, high-growth, or rapidly scaling organization.
• Exposure to M&A, strategic planning, or corporate development initiatives.
• Experience with ERP systems and Business Intelligence tools such as Power BI or Tableau.

Why Join Us?

• Direct exposure to and partnership with the C-suite.
• Opportunity to shape financial strategy during a period of significant growth.
• High visibility role with meaningful impact on company performance.
• Collaborative, entrepreneurial culture where ideas are valued and execution matters.
• Strong opportunity for career progression as the organization continues to expand.

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.