Senior Financial Analyst

ACAMS; Washington (District of Columbia); Hybrid; USD 90,000 - 120,000; Full time

Job summary

ACAMS is seeking a Senior Financial Analyst to lead the financial planning and analysis, providing recommendations to improve performance. You will gather insights from sales, marketing, product and operations to develop forecasts that drive growth and profitability.

Ideal candidates have 5–7 years of FP&A experience, a business/finance degree, and advanced Excel and modeling skills. This hybrid role requires 3 office days near the DC location and a commitment to financial excellence.

Qualifications

• Minimum 5–7 years finance and/or accounting experience (FP&A, accounting, corporate finance).
• Bachelor's degree in business, Accounting, Finance, or related field; MBA in Finance, CPA, or CFA certification strongly preferred.
• Advanced proficiency in Microsoft Excel and financial modeling; experience with SmartView, NetSuite, Power Query, and Power Pivot is highly desirable.
• Advanced Microsoft PowerPoint skills and ability to develop high-quality work products.
• Exceptional ability to analyze complex data and communicate insights to senior leadership.
• Strong problem-solving, organizational, and critical-thinking skills with the ability to manage multiple priorities.

Responsibilities

• Conduct in-depth financial analysis, including forecasting, budgeting, and variance analysis, to support strategic decision-making.
• Assist in annual budget preparation and monitor budget adherence, identifying areas for cost optimization.
• Develop comprehensive financial models for budgeting, forecasts, and scenario analysis.
• Regularly evaluate and report on financial performance and KPIs, identifying opportunities for optimization.
• Analyze market trends and competitive landscape to provide strategic recommendations for growth.
• Assess and model investment opportunities, including potential M&A, ensuring financial viability.
• Identify financial risks and propose mitigation strategies to safeguard stability.
• Prepare and present clear financial reports to senior management with insights and recommendations.
• Collaborate with cross-functional teams to identify risks and drive best practices across the organization.

Skills

Financial analysis

Forecasting

Budgeting

Cross-functional collaboration

Advanced Excel

Leadership communication

Problem solving

Time management

Education

Bachelor's in Business / Finance

MBA or CPA/CFA preferred

Tools

SmartView

NetSuite

Power Query

Power Pivot

Job description

Opportunity at a Glance

As a Senior Financial Analyst at ACAMS, you will play a crucial role in the financial planning and analysis of our business. Your main responsibility will be to analyze financial data and provide recommendations to management on how to improve the company's financial performance. You will work closely with cross-functional teams such as sales, marketing, product, and operations to gather insights and develop forecasts that will drive business growth. This position offers an exciting opportunity for a talented individual with a strong analytical mindset and a passion for financial excellence.

Responsibilities

• Conduct in-depth financial analysis, including forecasting, budgeting, and variance analysis, to support strategic decision-making across all business functions.
• Assist in annual budget preparation and regularly monitor budget adherence, identifying areas for cost optimization.
• Develop comprehensive financial models for budgeting, forecasts, and scenario analysis to provide management with actionable insights into future financial performance.
• Regularly evaluate and report on financial performance and key performance indicators (KPIs), identifying areas for cost optimization and profit enhancement.
• Analyze market trends, industry benchmarks, and the competitive landscape to provide strategic recommendations for optimizing financial performance and business growth.
• Assess and model investment opportunities, including potential mergers and acquisitions, ensuring strategic alignment and financial viability.
• Identify financial risks and recommend strategies for risk mitigation to safeguard the company's financial stability.
• Prepare and present clear and concise financial reports to senior management, offering insights into financial trends, and opportunities for improvement.
• Collaborate with cross-functional teams to identify financial risks and recommend mitigation strategies, ensuring long-term financial stability and drive financial best practices across the organization.

Qualifications

• Minimum 5 - 7 years finance and /or accounting experience (e.g., FP&A, accounting, corporate finance).
• Bachelor's degree in business, Accounting, Finance, or related field; an MBA in Finance, CPA, or CFA certification is strongly preferred.
• Advanced proficiency in Microsoft Excel and financial modeling; experience with financial tools like SmartView, NetSuite, Power Query, and Power Pivot is highly desirable. Advanced Microsoft PowerPoint skills and experience developing high-quality work product.
• Exceptional ability to analyze complex data and communicate insights effectively to senior leadership, influencing business decisions.
• Strong problem-solving, organizational, and critical-thinking skills with a proven ability to manage multiple priorities and deadlines.
• Commitment to company values and business ethics.
• This is a hybrid role (3 days in office) / must live in reasonable vicinity to DC office location.

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