Senior Financial Analyst FP&A

Rise Services, Inc.; Mesa (AZ); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Rise Services, Inc. in Mesa, AZ seeks a Senior Financial Analyst to own the budgeting process, lead multi-year planning, and develop cash flow forecasts. You will consolidate departmental budgets, provide variance analyses, and deliver actionable insights to leadership for strategic decisions.

The role requires strong Excel and Power BI skills, FP&A experience, and the ability to collaborate across departments while maintaining accuracy and deadlines. Remote work flexibility may be available.

Qualifications

• BA or BS in Finance, Accounting, Business, or related field required; MBA preferred but not required.

Responsibilities

• Own and manage the overall budgeting process, including preparation, consolidation, and presentation of seasonal budgets, sub-budgets, and the master budget.
• Provide variance analysis and reporting against budget, forecasts, and prior periods, highlighting key drivers and actionable insights.
• Build and manage multi-year financial models to inform long-range planning and strategic initiatives.
• Develop, maintain, and present cash flow forecasts to support planning and operational needs.
• Support funding rate negotiations by preparing mock budgets and conducting rate analyses.
• Contribute to RFPs, special projects, ad hoc research, and financial analysis.
• Work with BI to create dashboards and reports through Power BI and other tools.
• Serve as a subject-matter expert on financial planning and analysis.

Skills

Oral and written communication

Proactive problem assessment

Independent worker

Interpersonal skills

Organizational skills

Adaptability

Education

BA or BS in Finance, Accounting, Business, or related field

MBA preferred but not required

Tools

Microsoft Excel

Power BI

FP&A software

Job description

SUMMARY: The Senior Financial Analyst will serve as the primary owner of the company’s budgeting process, with a strong emphasis on financial planning and analysis. This role will lead the coordination of departmental and subsidiary budget submissions, review for accuracy and alignment with company goals, and consolidate them into a complete master budget. The analyst will also develop and maintain cash flow forecasts to support short- and long-term management, while driving multi-year financial planning to ensure strategic alignment and financial sustainability. Acting as a key partner to leadership, this position will provide insights, analysis, and recommendations to support informed decision-making and long-term growth. The analyst will leverage data visualization tools, including Power BI, to present complex financial information in clear, actionable formats.
ESSENTIAL FUNCTIONS:

• Own and manage the overall budgeting process, including the preparation, consolidation, and presentation of seasonal budgets, sub-budgets, and the master budget. Ensure alignment with organizational goals and financial sustainability.
• Provide variance analysis and reporting against budget, forecasts, and prior periods, highlighting key drivers and actionable insights.
• Build and manage multi-year financial models to inform long range planning and strategic initiatives.
• Develop, maintain, and present cash flow forecasts to support planning and operational needs.
• Support funding rate negotiations by preparing mock budgets and conducting rate analyses.
• Analytically answer the WHY are things happening and be curious to deep dive to find answers.
• Contribute to RFPs, special projects, ad hoc research, and financial analysis.
• Manage the allocation process across programs and administrative cost centers, including deciding allocations, setting them up, and tracking changes.
• Drive continuous improvements in budgeting, forecasting, and planning by developing tools, templates, and process efficiencies.
• Work closely with Business Intelligence to create impactful dashboards and reports through Power BI and other tools, ensuring financial insights are accessible and well-communicated.
• Serve as a subject-matter expert on financial planning and analysis, supporting ad-hoc analyses as needed.
  

Qualifications

COMPETENCIES

• Oral and written communication
• Proactive problem assessment
• Works independently to complete projects
• Interpersonal and customer service skills
• Organizational skills and attention to detail
• Flexibility and ability to adapt to changing business and training needs
  

MINIMUM REQUIREMENTS

Education and Experience

• BA or BS in Finance, Accounting, Business, or related field required. Master’s degree or MBA preferred but not required. A minimum of 3 years of financial analysis and/or budgeting experience in a similar role.
• Experience with multi-company/divisional analysis highly desirable.
• Strong proficiency in financial modeling, data analysis, and spreadsheet software.
• Excellent organizational, written and verbal communication skills.
• Advanced proficiency in Microsoft Excel and/or Power BI.
• Strong working knowledge of Microsoft Word and PowerPoint for reporting and presentations.
• Experience with FP&A software preferred.
• Ability to work both independently and as a member of the Finance team. Must be able to work effectively with department co-workers as well as with members of other corporate departments and subsidiary companies/divisions including senior and executive management.
• Must be able to interface professionally both inside and outside of the organization.
  

Essential Skills

• Attention to detail
• Critical thinking
• Leadership abilities
• Team player
• Mission oriented
• Ethical and reliable
• Able to handle confidential information with discretion.
  

Travel

• Quarterly travel as needed to different offices.
  

Work Authorization and Clearance

• At least 18 years of age
• Ability to pass criminal background check and driving record check
  

WORK ENVIRONMENT & EQUIPMENT USED

• Vehicle, computer, copy machine, fax machine, printer, phone, projector, speakers, basic audio/video equipment, and other office equipment as necessary.
• Duties performed in office and offsite training location environments.
• This is an office-based position located at our Mesa office. Standard work schedule for this role is Monday through Friday. There is potential for remote work flexibility, allowing the employee to work from home 1-2 days a week.
  

Physical & Mental Requirements

• Ability to perform tasks using a computer.
• Ability to communicate to a variety of people in person, using the telephone, and via email.
• Ability to work under stressful conditions which may include dealing with difficult people and handling multiple work assignments.
• Ability to work flexible schedule depending on program and department needs.
• Ability to travel to various office and training site locations in assigned locations.
• Ability to lift up to 10 lbs.
  

RISE offers competitive pay depending on experience and excellent benefits.

• Dedicated fax [phone]
• Dedicated email [e-mail] DISABILITY ACCOMMODATION REQUESTS ONLY
• US mail - 4554 E Inverness Ave Mesa, AZ 85206- Attn Human Resources
• Dedicated phone [phone] Option 1 (Employment Opportunities) DISABILITY ACCOMMODATION REQUESTS ONLY
  

RISE is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.