Senior Financial Analyst

Socket.dev; Scottsdale (AZ); On-site; USD 90,000 - 120,000; Full time

Job summary

Socket.dev in Scottsdale, AZ is seeking an FP&A professional to support data collection, budgeting, forecasting, and management reporting. You will build financial models, consolidate reports for Senior Leadership, automate data flows, and develop Power BI dashboards to inform strategic decisions.

The role emphasizes cross-functional collaboration, strong analytical skills, and a continuous improvement mindset to drive insights across multiple entities.

Qualifications

• 3-5+ years' combined operational, corporate and financial systems management experience.
• Experience with data integrity and connecting data across multiple platforms (SQL, Excel, Power BI).
• Ability to synthesize data from different sources into actionable information.
• Strong communication skills and cross-functional collaboration across geographies.
• Understanding of IFRS, internal control principles, closing/reporting processes.

Responsibilities

• Assist in building a comprehensive FP&A function with sophisticated financial models.
• Prepare consolidated management reports for Senior Leadership, including KPI reporting and variances.
• Provide financial analysis and valuation support for strategic initiatives and capex.
• Develop forecasts and budgets through model building and data consolidation.
• Build interactive dashboards and reports in Power BI for senior stakeholders.
• Collaborate cross-functionally with IT and business units to ensure data integrity.

Skills

Data integrity across platforms

SQL

Excel

Power BI

Financial analysis

Forecasting & budgeting

Strategic input

Communication

Tools

Power BI

SQL

MS Excel

Job description

Description

POSITION SUMMARY

Reporting to the Director, FP&A - assists with data collection and model building for management reporting, annual budgeting, forecasting and ad-hoc analysis.

ESSENTIAL FUNCTIONS

• Assist in building out a financial planning and analysis function that has a comprehensive understanding of all key business drivers and sophisticated financial models.
• Assist the preparation of consolidated management reports for Senior Leadership, including monthly/quarterly reporting package that includes full financial statements, comprehensive Key Performance Indicator (KPI) reporting, operational dashboard reporting, analysis of key business trends, actual versus budget and last year variances, and comprehensive executive level explanations of differences.
• Provide financial analysis and valuation support for strategic initiatives, long-term contracts, capex investment and other ad-hoc financial projects.
• Assist with model building for accurate and timely Forecasts and Budgets
• Lead efforts to consolidate, automate, and maintain FP&A-related data flows.
• Build interactive dashboards and reports in Power BI to inform senior leadership and stakeholders.
• Streamline and eliminate redundant manual data entry and reporting processes.
• Collaborate cross-functionally with IT, business units, and finance to ensure data integrity and automation.
• Maintain documentation of data workflows, BI models, and dashboard logic.
• Standardize data processing and collection for 5 entities

Requirements

KNOWLEDGE SKILLS AND ABILITIES

• 3-5+ years' combined operational, corporate and financial systems management experience
• Experience with data integrity and connecting data across multiple platforms (SQL, Excel, Power BI)
• Technical skillset with the ability to connect and align financial strategy to the broader business strategy and provide value-added input to business strategy and key business decisions.
• A continuous improvement mindset
• Excellent communication skills and a team-oriented approach across different geographies.
• Ability to manage and prioritize multiple projects at one time and successfully navigate ambiguity.
• Strong business planning, quantitative analysis, and decision-making skills.
• Demonstrated ability to synthesize data from different sources into actionable information.
• Comprehensive understanding of financial analysis methods and techniques as well as knowledge of IFRS, internal control principles, closing/reporting processes.
• Shipping or logistics knowledge, preferred.
• Technical background – power BI, MS suite, SQL, high attention to detail, model-building