Senior Financial Analyst - Strategic Planning & Insights

PT Solutions; Atlanta (GA); On-site; USD 85,000 - 115,000; Full time

Job summary

PT Solutions is seeking a Senior Financial Analyst to partner with leaders across the business on budgeting, forecasting, reporting, and strategic insights. The role emphasizes strong analysis, clear communication, and the ability to present complex numbers simply.

The ideal candidate will develop detailed financial models, deliver monthly performance analyses, and work with Accounting and Operations to maintain data integrity in financial reporting.

Qualifications

• Strong financial modeling and forecasting abilities with high attention to detail.
• Advanced Excel skills including Index/Match, Sumproduct, Indirect, Power Query and data connections.
• Able to translate complex financial data into clear business insights, with strong communication.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Responsibilities

• Develop and maintain detailed financial models for budgeting, forecasting and long-range planning.
• Deliver monthly analyses for management with insights into performance.
• Analyze KPI trends versus budget and forecast and identify key drivers.
• Collaborate with Accounting and Operations to ensure data integrity in reporting.
• Prepare materials for management, board meetings and investors as needed.
• Improve forecasting tools and processes to enhance efficiency.

Skills

Financial modeling

Forecasting

Data analysis

Excel advanced

Power Query

SQL

NetSuite

Communication

Education

Bachelor’s Degree in Finance or Accounting

Tools

Excel

Power Query

SQL

NetSuite

Relational databases

Job description

PT Solutions is seeking a Senior Financial Analyst to partner with leaders across the business on budgeting, forecasting, reporting, and strategic insights. The role emphasizes strong analysis, clear communication, and the ability to present complex numbers simply.

The ideal candidate will develop detailed financial models, deliver monthly performance analyses, and work with Accounting and Operations to maintain data integrity in financial reporting.