Senior Financial Analyst (Data & Workforce Planning Focus)

TEEMA; Phoenix (AZ); On-site; USD 80,000 - 110,000; Full time

Job summary

A leading consulting firm is seeking a Senior Financial Analyst in Phoenix, Arizona. This role requires a minimum of 5 years of experience in financial analysis and advanced data modeling. Key responsibilities include building complex financial models, analyzing trends, and preparing financial reports. Ideal candidates will possess advanced Excel skills and be US citizens. This position offers a chance to drive strategic decisions with impactful data insights.

Qualifications

• Must be a US Citizen.
• 5+ years of experience in financial analysis, data modeling, and forecasting.
• Strong experience building reports and delivering presentations.

Responsibilities

• Build and maintain complex financial and operational models.
• Analyze trends, volumes, and performance metrics to support decision-making.
• Prepare financial reports, variance analyses, and month-end summaries.

Skills

Analytical skills

Advanced Excel

Data modeling

Financial analysis

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

PeopleSoft

nVision

Query tools

Job description

We are seeking a highly analytical and business-minded Senior Financial Analyst to support strategic decision-making through advanced modeling, forecasting, and performance analysis. This role plays a critical part in translating complex financial and operational data into actionable insights that drive efficiency, planning, and growth.

In this position, you will develop and maintain sophisticated data models to forecast workload, staffing needs, and financial performance. You will analyze trends, volumes, and key performance indicators to guide operational decisions and support leadership with clear, data-driven recommendations. This role also partners cross-functionally to define KPIs, gather data, and enhance reporting capabilities across the organization.

Key Responsibilities

• Build and maintain complex financial and operational models
• Analyze trends, volumes, and performance metrics to support decision-making
• Conduct scenario planning and “what-if” analyses to drive process improvements
• Prepare financial reports, variance analyses, and month-end summaries
• Forecast staffing levels and salary budgets using workload models
• Collaborate with internal teams to define KPIs and collect performance data
• Present insights and recommendations to leadership
• Ensure documentation accuracy and compliance with internal standards
• Perform recurring and ad hoc analyses across weekly, monthly, and annual cycles

Qualifications

• Must be a US Citizen
• Bachelor’s degree in Finance, Accounting, or related field
• 5+ years of experience in financial analysis, data modeling, and forecasting
• Advanced Excel skills; proficient in Word and PowerPoint
• Strong experience building reports and delivering presentations

Preferred

• 6+ years in financial analysis roles
• Experience with PeopleSoft, nVision, and Query tools
• Ability to manage large data sets and high-volume reporting environments

This is an excellent opportunity for a data-driven finance professional who thrives in a collaborative environment and enjoys turning complex data into strategic impact.