Senior Financial Analyst — BI, SQL Reporting & Forecasting

Morgan Hunter; United States; On-site; USD 70,000 - 90,000; Full time

Job summary

Morgan Hunter in the Kansas City area seeks a Senior Financial Analyst to join its corporate finance team. The role emphasizes building and maintaining BI/reporting solutions, SQL-based reporting, and data integrations as part of a dynamic finance function.

The position focuses on budgeting, forecasting, and financial reporting, with opportunities to influence decision-making through KPI dashboards and robust analysis.

Qualifications

• Bachelor’s degree in Accounting or Finance.
• 2+ years of related accounting and finance experience.
• Advanced Excel and MS Office skills.
• Experience with ERP and reporting systems.

Responsibilities

• Support the preparation of the annual budget, long-term operating plan, and monthly/quarterly forecasts for an assigned region/business unit.
• Analyze financial variances against budget, forecast, and actual prior performance.
• Prepare a financial reporting package for senior management encompassing financial statements, analysis reports, and KPI dashboards.
• Assist in monthly, yearly, and quarterly close activities, including the preparation of financial statements.
• Identify and implement process improvements within the responsibilities and functions of the group.
• Ad hoc analysis, projects, and other duties as assigned.

Skills

BI reporting

SQL reporting

Data integration

Forecasting

Education

Bachelor’s degree in Accounting or Finance

Tools

Excel

ERP systems

Job description

Morgan Hunter in the Kansas City area seeks a Senior Financial Analyst to join its corporate finance team. The role emphasizes building and maintaining BI/reporting solutions, SQL-based reporting, and data integrations as part of a dynamic finance function.

The position focuses on budgeting, forecasting, and financial reporting, with opportunities to influence decision-making through KPI dashboards and robust analysis.