Senior Financial Analyst

LHH; Scottsdale (AZ); On-site; USD 120,000 - 160,000; Full time

Job summary

LHH recruits for a rapidly growing, private equity-backed organization seeking its first dedicated FP&A hire to build and scale the financial planning and analysis function in Scottsdale, AZ.

You'll partner directly with executive leadership and operational teams to drive forecasting, budgeting, cash flow planning, KPI reporting, and strategic financial decisions, with exposure to M&A and long-term finance transformation initiatives.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 3+ years of FP&A, corporate finance, accounting, or financial analysis experience.
• Strong budgeting, forecasting, and cash flow management experience.
• Experience with financial statements and performance reporting.
• Advanced Excel and financial modeling skills.
• Excellent communication and relationship-building abilities.
• Ability to thrive in a fast-paced, evolving environment.

Responsibilities

• Own budgeting, forecasting, and long-range financial planning processes.
• Develop and maintain financial models to support strategic decision-making.
• Prepare monthly, quarterly, and ad hoc financial reporting packages.
• Analyze business performance and provide actionable recommendations to leadership.
• Build and enhance KPIs, dashboards, and operational reporting tools.
• Support acquisition due diligence and integration activities.
• Collaborate with cross-functional teams to integrate acquired businesses and reporting processes.
• Participate in process improvement and finance transformation projects.

Skills

FP&A

Budgeting & Forecasting

Cash Flow Management

Financial Modeling

KPI Reporting

Excel (Advanced)

Communication

Education

Bachelor's degree in Finance/Accounting

Tools

ERP systems

Job description

A rapidly growing, private equity-backed organization is seeking its first dedicated FP&A hire to help build and scale its financial planning and analysis function. The company is experiencing significant growth through both organic expansion and ongoing acquisitions, creating a unique opportunity for a finance professional to make a visible impact across the organization.

This highly collaborative role will partner directly with executive leadership and operational teams to drive forecasting, budgeting, cash flow planning, KPI reporting, covenant compliance, and strategic financial decision-making. The position offers meaningful exposure to M&A activity, process improvement initiatives, and long-term finance transformation efforts.

Key Responsibilities

• Own budgeting, forecasting, and long-range financial planning processes
• Develop and maintain financial models to support strategic decision-making
• Prepare monthly, quarterly, and ad hoc financial reporting packages
• Analyze business performance and provide actionable recommendations to leadership
• Build and enhance KPIs, dashboards, and operational reporting tools

Cash Flow & Debt Reporting

• Manage short-term and long-term cash flow forecasting
• Monitor liquidity, working capital, and cash performance metrics
• Prepare lender reporting packages and support debt covenant compliance requirements
• Partner with leadership on treasury-related analyses and financial planning initiatives

Strategic Finance & M&A

• Support acquisition due diligence and integration activities
• Assist with financial modeling and analysis related to growth initiatives
• Collaborate with cross-functional teams to integrate acquired businesses and reporting processes
• Participate in process improvement and finance transformation projects

Business Partnership

• Work closely with finance, accounting, operations, and executive leadership
• Translate financial data into meaningful business insights
• Help establish scalable reporting processes and best practices as the organization continues to grow

Qualifications

Required

• Bachelor's degree in Finance, Accounting, or a related field
• 3+ years of FP&A, corporate finance, accounting, or financial analysis experience
• Strong budgeting, forecasting, and cash flow management experience
• Experience working with financial statements and performance reporting
• Advanced Excel and financial modeling skills
• Excellent communication and relationship-building abilities
• Ability to thrive in a fast-paced, evolving environment

Preferred

• Experience with debt covenant reporting and lender compliance
• Exposure to mergers & acquisitions or acquisition integrations
• Experience in a high-growth or private equity-backed company
• ERP system experience and process improvement mindset
• MBA or advanced finance/accounting credentials

Why Consider This Opportunity?

• Newly created, high-visibility position
• Direct exposure to executive leadership
• Opportunity to build and shape the FP&A function
• Fast-growing organization with active acquisition strategy
• Significant career growth potential
• Collaborative, team-oriented culture
• Competitive compensation and bonus potential