Senior Financial Analyst

Stambaugh Ness; United States; Remote; USD 95,000 - 115,000; Full time

Job summary

Stambaugh Ness is seeking a Senior Financial Analyst to join their Valuation and Modeling Team. This remote role will focus on financial planning, analysis, and reporting to influence strategic decision-making. Ideal candidates will possess strong financial modeling skills, an analytical mindset, and excellent collaboration capabilities. The position offers a competitive salary, flexible work-from-home options, and a comprehensive benefits package.

Benefits

Health & Wellness benefits

Flexible PTO policy

Employer-paid life insurance

Employer-backed HSAs and FSAs

Qualifications

• 5+ years of financial analysis experience.
• Experience in AEC or CPA firm preferred.
• Familiarity with GAAP and financial auditing standards.

Responsibilities

• Design and maintain complex financial models.
• Collaborate with cross-functional teams.
• Monitor financial modeling tools to improve efficiency.

Skills

Financial modeling

Data visualization

Analytical skills

Strategic thinking

Communication

Education

Bachelor’s degree in Finance, Accounting, Economics

MBA, CPA, or CFA preferred

Tools

Tableau

Power BI

Excel

Job description

Direct message the job poster from Stambaugh Ness

Talent Acquisition Manager @ Stambaugh Ness

Stambaugh Ness (SN) is a professional services firm serving clients nationally with a singular focus on architecture, engineering, and related industries. With Stambaugh Ness, clients have access to a wide array of services – including advisory, technology, and accounting and tax – that enable them to meet compliance requirements, avoid risk, thrive, and grow.

As a Senior Financial Analyst within our Valuation and Modeling Team, you will play a critical role in supporting financial planning, analysis, and reporting to drive strategic decision-making. You will analyze complex financial data, develop actionable insights, and partner with cross-functional teams to enhance the firm’s operational efficiency and financial performance. This position has a direct impact on the financial success and strategic growth of SN’s advisory services.

This is a remote position that can work from anywhere within the United States. We are committed to finding the right person for this role. We will be accepting applications on an ongoing basis until they are identified. If you believe you have the skills, passion, and experience to excel in this position, please feel free to submit your application at any time.

What you’ll do at SN:

• Design, build, and maintain complex financial models for a wide range of client needs, ensuring accuracy, flexibility, and scalability.
• Act as a direct interface with other departments and clients, gathering their requirements and translating them into actionable financial models.
• Collaborate with cross-functional teams to ensure models align with the company's financial data and business needs.
• Integrate models with financial statements in adherence to GAAP and FAR principles.
• Monitor and evaluate financial modeling tools and technologies to improve efficiency.
• Develop efficient processes that ensure timely and budget-compliant project completion.
• Generate regular performance reports and dashboards, identifying key trends, discrepancies, and opportunities for optimization
  
  

What you may have done before:

• Worked at an AEC or CPA firm as a financial analyst
• Worked with multiple teams or clients supporting their needs for data visualization and financial analysis and modeling
• Supported budgeting and forecasting processes across departments or client portfolios
  
  

What it takes to be Senior Financial Analyst:

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Advanced degree or certifications like MBA, CPA, or CFA preferred.
• 5+ years of financial analysis experience, preferably in a professional services or CPA firm.
• Demonstrated experience in building financial models, scenario planning, and advanced Excel.
• Familiarity with data visualization platforms like Tableau or Power BI.
• Strong analytical and strategic thinking skills, with high attention to detail.
• Excellent communication and collaboration skills to support cross-functional engagement.
• Project management skills with a proactive, process-improvement mindset.
• Deep understanding of GAAP and financial auditing standards.
• Prior experience in the A/E industry or knowledge of key performance metrics is highly preferred.
  
  

The hiring process:

• Stage 1 (Preliminary Screening Call) with a member of our recruitment team
• Stage 2 (Hiring Manager Interview) with the leader of the Valuation Team
• Stage 3 (Behavioral Interview) with a member of our HR team
• Stage 4 (Offer)
  
  

What's in it for you:

• Health & Wellness Your Way: Choose from three health insurance plans to fit your needs and budget; get access to a variety of insurance, telehealth, Employee Assistance Program offerings, and other health & wellness benefits
• Work-from-home Flexibility: Work from anywhere within the US in a modern, connected, virtual environment, giving you freedom and flexibility to integrate work into your life
• Time Off When You Need It: Recharge with our flexible PTO policy and enjoy 10 paid holidays
• Flexible Spending Options: Maximize your health and dependent care through employer-backed HSAs and FSAs
• Peace of Mind: Your well-being is covered with employer-paid life, AD&D, and comprehensive short- and long-term disability
• More Ways to Thrive: Tap into our Employee Assistance Program for support, plus access to InsurChoice for personal insurance options
• Robust Incentives: Regardless of your role or function, you can earn incentives through employee or new business referrals
• Pathway to Ownership: You can chart your path towards firm ownership through your professional and financial contributions, regardless of your role or seniority
  
  

Salary: The salary range for this position is an estimate of $95,000 - $115,000. A final compensation offer within this range will be based on factors including an individual’s skill sets, experience, knowledge, licensure and certifications, and geography.

wledge, licensure and certifications, and geography.

About SN

At SN, we’re a powerhouse of passionate, talented professionals making a real impact, together. We believe that innovation thrives in an environment of engaged minds, even when fully remote. Here, you’ll be challenged, inspired, and supported by a team that embraces change and envisions the future.

Fast-paced and fast-growing, we have created a close-knit team that genuinely enjoys working together. Our virtual environment isn’t just where we work, it’s where we connect, collaborate, and grow. There’s a unique energy that comes from working alongside the best talent from across the country.

SN believes in an inclusive workplace and is committed to building a team from a variety of backgrounds. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive the other benefits and privileges of employment. Underrepresented candidates and candidates from nontraditional backgrounds are strongly encouraged to apply.

If all of this sounds amazing, just wait! We don’t keep this incredible team all to ourselves. At SN, we serve clients in all 50 states with unparallelled AEC industry expertise and a diverse menu of services, including compliance, government contract services, strategic tax solutions, technology, and cyber risk advisory, data solutions, Deltek ERP software, strategic growth advisory, workforce and talent solutions, outsourced accounting, ownership transition, and mergers and acquisitions.

Ready to redefine what your career can look like, from anywhere? We’d love to meet you.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Industries

  Accounting

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