Senior Financial Analyst

Lumexa Imaging; Town of Texas (WI); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading imaging company in the United States is seeking a Senior Financial Analyst to construct financial models and support reporting and analysis. The ideal candidate has a degree in finance and significant experience in financial planning, strong analytical skills, and proficiency in Excel and BI tools. This role offers the opportunity to contribute to strategic financial initiatives in a dynamic environment.

Qualifications

• 3-4 years of experience in financial planning & analysis or corporate finance.
• Demonstrated experience with three-statement financial models.
• Strong understanding of financial statements and GAAP.

Responsibilities

• Construct and maintain a 5-year three statement model.
• Monitor private and publicly traded competitors.
• Manage bank reporting deliverables and covenant compliance.

Skills

Financial modeling

Analytical skills

Communication skills

Advanced Excel proficiency

Presentation skills

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Microsoft Excel

ERP systems (e.g., Oracle, SAP)

BI tools (e.g., Power BI, Tableau)

Job description

Overview

The Senior Financial Analyst plays a critical role in maintaining the company’s long range planning model, bank reporting, monitoring credit agreement covenant compliance, capital structure analytics, KPI monitoring, capital expenditure tracking, competitive analysis, and other ad hoc strategic analysis as required.

Key Responsibilities

• Construct and maintain a 5-year three statement model (P&L, Cash Flow, Balance Sheet). Update regularly with forecast changes and long range growth plan assumptions.
• Monitor private and publicly traded competitors to benchmark Lumexa performance.
• Manage bank reporting deliverables and debt covenant compliance analysis. Support Finance leadership with development of quarterly/annual lender conference call materials.
• Monitor capital structure including debt and equity ratios.
• Monitor monthly capital expenditures, support the organization with annual budget and regular forecasting.
• Support monthly reporting processes to senior leadership and board where needed.
• Support ad hoc analytical projects at the director of department leadership.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 3-4 years of experience in financial planning & analysis, corporate finance, or a related field.
• Demonstrated experience with three-statement financial models is required.
• Strong understanding of financial statements, GAAP, and public company reporting requirements.
• Advanced proficiency in Microsoft Excel and financial modeling; experience with ERP systems (e.g., Oracle, SAP) and BI tools (e.g., Power BI, Tableau) is a plus.
• Exceptional analytical, communication, and presentation skills.
• Strong change management skills; acceptable in a company going through significant transformation in financial processes and rigor.

Note: This description excludes non-relevant sections such as referrals prompts, unrelated job postings, and extraneous location-based postings.