Senior Financial Analyst

Thomas Edwards Group; Town of Texas (WI); On-site; USD 85,000 - 110,000; Full time

Job summary

Thomas Edwards Group is seeking a Senior Financial Analyst to join the growing FP&A team. You will develop financial models, analyze data, and partner with executives to support strategic decisions.

The role emphasizes forecasting, budgeting, and reporting with opportunities across the organization in a fast-paced, growth-focused environment.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• 5+ years of progressive FP&A or corporate finance experience.
• Experience in mid-sized orgs, project-based business, professional services, or PE-backed company preferred.
• Strong budgeting, forecasting, financial modeling, variance analysis, and performance reporting.
• Ability to analyze large data sets and translate findings into actionable business recommendations.
• Excellent communication and presentation skills with executive leadership and non-financial stakeholders.
• Experience with ERP systems, financial reporting platforms, and business intelligence tools. Exposure to Power BI, SQL, or similar reporting tools is preferred.
• Strong collaboration skills with the ability to build relationships across finance and operational teams.
• Self-motivated, detail-oriented, and able to manage multiple priorities in a dynamic, fast-paced environment.

Responsibilities

• Develop and maintain financial models to support budgeting, forecasting, and long-range financial planning.
• Gather, analyze, and interpret financial and operational data to identify trends, key performance drivers, and opportunities for improvement.
• Partner with executive leadership and cross-functional business leaders to provide financial insights and support strategic initiatives.
• Evaluate financial results, develop recommendations, and monitor key performance indicators to achieve business objectives.
• Build and enhance reporting tools and performance metrics to improve visibility into financial and operational performance.
• Perform profitability analysis, scenario modeling, and ad hoc financial analysis to support business decisions.
• Identify opportunities to improve financial processes, reporting, and planning capabilities to increase efficiency and accuracy.
• Support special projects and strategic initiatives as needed.

Skills

Financial analysis

Budgeting

Forecasting

Variance analysis

Reporting

Executive communication

Cross-functional collaboration

Education

Bachelor's degree in Finance/Accounting

Tools

Power BI

SQL

ERP systems

Job description

Job Description

Senior Financial Analyst 10888

Position Summary

We are seeking a highly analytical and data-driven Senior Financial Analyst to join a growing Financial Planning & Analysis (FP&A) team. This individual will play a key role in providing actionable insights through financial analysis and reporting while partnering closely with executive leadership to support strategic decision-making.

The ideal candidate is a self-starter who enjoys working with complex financial data, building financial models, and presenting meaningful insights that drive business performance. This role offers broad exposure across the organization in a collaborative, fast-paced, and growth-oriented environment.

Responsibilities

• Develop and maintain financial models to support budgeting, forecasting, and long-range financial planning.
• Gather, analyze, and interpret financial and operational data to identify trends, key performance drivers, and opportunities for improvement.
• Partner with executive leadership and cross-functional business leaders to provide financial insights and support strategic initiatives.
• Evaluate financial results, develop recommendations, and monitor key performance indicators to achieve business objectives.
• Build and enhance reporting tools and performance metrics to improve visibility into financial and operational performance.
• Perform profitability analysis, scenario modeling, and ad hoc financial analysis to support business decisions.
• Identify opportunities to improve financial processes, reporting, and planning capabilities to increase efficiency and accuracy.
• Support special projects and strategic initiatives as needed.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• Minimum of 5 years of progressive FP&A or corporate finance experience.
• Experience within a mid-sized organization, project-based business, professional services environment, or private equity-backed company is preferred.
• Strong background in budgeting, forecasting, financial modeling, variance analysis, and performance reporting.
• Demonstrated ability to analyze large data sets and translate findings into actionable business recommendations.
• Excellent communication and presentation skills with the ability to interact effectively with executive leadership and non-financial stakeholders.
• Experience with ERP systems, financial reporting platforms, and business intelligence tools. Exposure to Power BI, SQL, or similar reporting tools is preferred.
• Strong collaboration skills with the ability to build relationships across finance and operational teams.
• Self-motivated, detail-oriented, and able to manage multiple priorities in a dynamic, fast-paced environment.

Why Consider This Opportunity?

• High-visibility role with regular interaction with executive leadership.
• Opportunity to influence strategic business decisions through financial analysis.
• Collaborative and growth-oriented culture.
• Exposure to enterprise-wide financial planning, reporting, and strategic initiatives.
• Strong long-term career growth potential within the finance organization.

Company Description

Thomas Edwards Group is an Executive Search Firm specializing in the direct hire and interim placement of Accounting, Finance, HR and IT professionals. We’ve been in business since 1997 and the Dallas Business Journal has ranked us a Top Search Firm in Dallas and one of the “Best Places to Work” multiple times. Thomas Edwards Group also made the Inc. 5000 list in 2016 and our award-winning team of Search Consultants, which rank among the best and most experienced in the area, includes MBAs, CPAs, former Big 4 Professionals, Controllers, IT Search Professionals, Finance/Banking, and Business Professionals.