Senior FP&A Analyst — Data-Driven Growth & Forecasting

Trinnex; Sarasota (FL); On-site; USD 90,000 - 149,000; Full time

Job summary

CDM Smith Inc. in the United States is seeking a Senior Financial Analyst to partner with leadership and drive strategic financial decisions across projects and operations.

You will lead budgeting and forecasting, build models, monitor performance, and deliver executive dashboards using Power BI and Oracle, enabling data-driven growth for the firm.

Domestic and international travel may be required; travel frequency depends on project demand and client needs.

Qualifications

• Experience in FP&A, corporate finance, project accounting, or a related financial role.
• Strong budgeting, forecasting, financial modeling, and performance analysis.
• Knowledge of revenue recognition principles and project financial management.
• Ability to translate complex financial data into actionable business recommendations.
• Experience partnering with business leaders and cross-functional stakeholders to influence decisions and improve performance.

Responsibilities

• Partner with Trinnex leadership to provide financial insights, forecasting, and recommendations that support strategic decision‑making and business growth.
• Lead budgeting, forecasting, financial modeling, and long‑range planning processes.
• Analyze financial and operational performance, including revenue, profitability, project margins, resource utilization, and key business metrics.
• Monitor project financial performance, identify risks and opportunities, and provide actionable recommendations to improve business outcomes.
• Collaborate with Operations and Project Accounting teams to support revenue recognition, contract review, client billing, and financial compliance activities.
• Develop and maintain executive dashboards, KPI reporting, financial analyses, and management presentations.
• Support financial controls, process improvement initiatives, and operational efficiency efforts across the business.
• Leverage Power BI, Oracle, Excel, and other enterprise systems to enhance reporting, analytics, automation, and decision‑making capabilities.

Skills

FP&A

Budgeting & Forecasting

Financial Modeling

Revenue Recognition

Excel

Power BI

Oracle ERP

Cross-functional partnering

Education

Bachelor’s degree

Tools

Oracle ERP

Job description

CDM Smith Inc. in the United States is seeking a Senior Financial Analyst to partner with leadership and drive strategic financial decisions across projects and operations.

You will lead budgeting and forecasting, build models, monitor performance, and deliver executive dashboards using Power BI and Oracle, enabling data-driven growth for the firm.

Domestic and international travel may be required; travel frequency depends on project demand and client needs.