Senior Financial Analyst

Career Personnel; Town of Florida (NY); On-site; USD 76,500 - 93,500; Full time

Benefits offered by this job

Competitive salaries

Health, Dental, Vision benefits

401(k) plus matching

Paid time off

Training opportunities

Job summary

Career Personnel is seeking a highly analytical Senior Financial Analyst to join their Finance team in Town of Florida, NY. This full-time role involves preparing financial reports, analyzing financial performance, and assisting with compliance and audits.

The ideal candidate will have a Bachelor's degree in a related field and 5-8 years of financial analysis experience. Competitive salary and comprehensive benefits offered, including health and retirement options.

Qualifications

• 5-8 years of experience in financial analysis or corporate finance.
• Strong understanding of financial statements and financial modeling.
• Excellent analytical, organizational, and communication skills.

Responsibilities

• Prepare and analyze financial reports and variance analyses.
• Assist with month-end and year-end close processes.
• Evaluate business processes to recommend improvements.

Skills

Financial analysis

Budgeting

Forecasting

Advanced Excel

Presentation skills

Education

Bachelor's degree in Finance, Accounting, Economics

Tools

Microsoft Excel

CDK

Power BI

Tableau

SQL

Job description

Position Summary

We are seeking a highly analytical and detail-oriented Senior Financial Analyst to join our Finance team. The Senior Financial Analyst is responsible for supporting strategic decision-making through financial planning, forecasting, budgeting, reporting, and business analysis. This role partners with cross‑functional leaders to evaluate financial performance, identify trends, and provide actionable recommendations that drive organizational growth and operational efficiency.

Responsibilities

• Prepare monthly, quarterly, and annual financial reports, and variance analyses.
• Analyze financial performance and identify trends, risks, and opportunities.
• Assist with month‑end and year‑end close processes by providing financial analysis and reporting.
• Evaluate business processes and recommend improvements to enhance financial performance and operational efficiency.
• Assist with compliance with accounting standards, internal controls, and company policies.
• Present financial findings and recommendations to senior leadership.
• Support audits and provide documentation as needed.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Five to eight years of progressive experience in financial analysis, corporate finance, or accounting.
• Strong understanding of financial statements, budgeting, forecasting, and financial modeling.
• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and financial models.
• Excellent analytical, organizational, and problem‑solving skills.
• Strong written and verbal communication skills with the ability to present financial information to non‑financial audiences.
• Ability to manage multiple priorities while meeting deadlines.

Preferred Additional Qualifications

• Experience using CDK.
• MBA or CPA certification.
• Experience with Power BI, Tableau, or other business intelligence tools.
• Knowledge of SQL or financial data visualization tools.
• Experience supporting strategic planning and executive decision‑making.
• Core Competencies
• Strategic Thinking
• Data Analysis
• Attention to Detail
• Leadership and Mentoring
• Effective Communication

Benefits

• Full Time Position
• Competitive salaries
• Location: In office
• Comprehensive Benefits Package: Health, Dental, Vision, 401(k) plus matching, Paid time off, etc.
• Training opportunities

Compensation

$85,000 per year