Senior Financial Analyst

Dexian; Scottsdale (AZ); On-site; USD 95,000 - 135,000; Full time

Job summary

Dexian is seeking a Senior Financial Analyst to join the finance team. The role involves analyzing financial performance, developing budgets and forecasts, and preparing reporting packages.

You will translate complex financial information into clear insights and practical recommendations to support strategic business decisions. The ideal candidate has 5+ years in financial analysis, FP&A, or related finance functions, with strong Excel skills and a track record of delivering actionable insights.

Qualifications

• Bachelor’s degree in finance, accounting, business, economics, or related field.
• At least five years of experience in financial analysis, FP&A, or related finance function.
• Strong knowledge of budgeting, forecasting, and financial modeling.
• Ability to analyze P&L, balance sheets, cash flows, and margins.
• Experience with month-end closing processes and financial controls.
• Experience with variance analysis (budget-to-actual, forecast-to-actual).
• Ability to translate financial data into actionable recommendations.

Responsibilities

• Analyze income statements, balance sheets, cash flow statements, budgets, forecasts, and charts of accounts.
• Develop financial models to evaluate revenue, gross margins, expenses, labor costs, cash position, and profitability.
• Prepare monthly financial reporting packages, activity reports, and forward-looking forecasts.
• Support quarterly and annual budgeting, revenue forecasting, and financial review processes.
• Communicate key findings and provide recommendations to owners and leadership.

Skills

Budgeting

Forecasting

Financial modeling

Management reporting

Variance analysis

Excel skills

Communication

Education

Bachelor’s degree in Finance, Accounting, Business, Economics, or related field

Tools

Microsoft Excel

Job description

Our client, a well-established and growing company, is seeking a detail-oriented Senior Financial Analystto join their finance team. This individual will analyze financial performance, develop budgets and forecasts, prepare reporting packages, and identify opportunities to improve profitability and operational efficiency. The Senior Financial Analyst will work closely with business owners and leadership teams, translating complex financial information into clear insights and practical recommendations. This is an excellent opportunity for a finance professional who enjoys combining detailed financial analysis with strategic business support.

Responsibilities

• Analyze income statements, balance sheets, cash flow statements, budgets, forecasts, and charts of accounts
• Develop financial models to evaluate revenue, gross margins, expenses, labor costs, cash position, and profitability
• Prepare monthly financial reporting packages, activity reports, and forward-looking forecasts
• Support quarterly and annual budgeting, revenue forecasting, and financial review processes
• Compare actual results against budgets and forecasts, investigate variances, and communicate key findings
• Evaluate profitability by product, service, department, or revenue stream
• Identify financial risks, performance gaps, and opportunities for operational improvement
• Provide recommendations related to expense management, personnel costs, marketing investments, and owner distributions
• Assist with the development of corporate, departmental, and employee performance indicators
• Support the creation of compensation plans and performance-based incentive models
• Collaborate with business owners and leadership teams to establish short- and long-term financial goals
• Prepare presentations that communicate financial trends, recommendations, and business performance
• Help strengthen financial processes, reporting procedures, systems, and internal controls
• Maintain accurate records of financial reviews, recommendations, deliverables, and progress

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field, or an equivalent combination of education and professional experience
• At least five years of experience in financial analysis, accounting, FP&A, or a related finance function
• Strong knowledge of budgeting, forecasting, financial modeling, and management reporting
• Ability to analyze P&L statements, balance sheets, cash flow statements, margins, revenue trends, and labor costs
• Understanding of month-end closing processes and financial controls
• Knowledge of cash-basis and accrual-basis accounting concepts
• Experience conducting budget-to-actual and forecast-to-actual variance analysis
• Experience developing KPIs, dashboards, or performance-based incentive models
• Intermediate to advanced Microsoft Excel skills, including financial formulas, data analysis, and model development
• Strong analytical, presentation, and communication skills
• Ability to translate financial data into clear and actionable recommendations