Senior Financial Analyst: AI-Driven Forecasting & Insights

Cooper Machinery Services; Houston (TX); On-site; USD 90,000 - 125,000; Full time

Job summary

Cooper Machinery Services is seeking a Senior Financial Analyst to lead budgeting, forecasting, and reporting, driving driver-based models and executive-ready insights. You will partner with Finance, Accounting, and Operations to shape plans and performance measures.

You will develop interactive dashboards and AI-enhanced analyses, ensuring consistency across ERP systems and reporting. Strong communication and data-mine skills are essential for decision support.

Qualifications

• Bachelor's degree in Finance, Accounting, or similar.
• 5+ years of experience in Finance or Accounting, data & analytics, forecasting, and reporting.
• High proficiency in data analytics and business intelligence.
• Experience with SAP and OneStream or HFM preferred.
• High proficiency in PowerPoint and Excel.
• Demonstrated use of AI tools to improve analysis depth and speed.

Responsibilities

• Own the annual budgeting and forecasting cycles with templates and consolidation.
• Build and maintain driver-based models for planning and scenario analysis.
• Partner with business leaders on forecasting and decision support.
• Produce monthly reporting package and KPI scorecard with executive-ready materials.
• Analyze monthly results vs. expectations and explain variances.
• Design and maintain reports delivering actionable insights to finance and cross-functional teams.
• Develop dashboards in Excel and BI tools to visualize KPIs and metrics.
• Leverage AI tools to accelerate model building and narrative drafting.

Skills

Financial modeling

Forecasting

Data analytics

Business intelligence

Excel

PowerPoint

AI in analysis

Cross-functional collaboration

Education

Bachelor's degree in Finance or Accounting

Tools

SAP

OneStream

HFM

Job description

Cooper Machinery Services is seeking a Senior Financial Analyst to lead budgeting, forecasting, and reporting, driving driver-based models and executive-ready insights. You will partner with Finance, Accounting, and Operations to shape plans and performance measures.

You will develop interactive dashboards and AI-enhanced analyses, ensuring consistency across ERP systems and reporting. Strong communication and data-mine skills are essential for decision support.