Senior FP&A & Strategic Finance Partner for Growth & Treasury

Ledgent

Phoenix (AZ)

On-site

USD 100,000 - 125,000

Full time

6 days ago
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Job summary

Ledgent is seeking a Senior Financial Analyst in Phoenix, AZ, to partner with the executive team and drive strategic financial planning. This role will own budgeting, forecasting, and long-range planning while delivering actionable insights to influence capital allocation and growth opportunities.

Ideal candidates bring 4–8+ years in analytical finance, strong modeling skills, and experience presenting to senior leadership.

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • 4–8+ years of experience in FP&A, Corporate Finance, Investment Banking, or related analytical finance role.
  • Advanced financial modeling and forecasting expertise.
  • Strong understanding of financial statements, cash flow analysis, and key business metrics.
  • Advanced Excel skills and experience with financial planning systems.
  • Experience creating executive-level presentations and reporting materials.
  • Ability to communicate effectively with senior leadership and influence decision-making.

Responsibilities

  • Lead budgeting, forecasting, and long-range financial planning processes.
  • Develop financial models to evaluate performance, investments, and growth initiatives.
  • Analyze monthly operating results and provide actionable insights to executive leadership.
  • Create executive-level reporting packages, dashboards, and KPI analyses.
  • Partner with department leaders to understand drivers and identify performance opportunities.
  • Support liquidity management, cash flow forecasting, and working capital optimization.
  • Monitor cash positions and provide recommendations regarding capital deployment.
  • Assist with banking relationships, debt management, and treasury operations.
  • Develop tools and analyses to improve cash forecasting accuracy and visibility.
  • Evaluate strategic initiatives, market opportunities, and investment decisions through detailed financial modeling.
  • Support mergers and acquisitions analysis, due diligence, and integration planning as needed.
  • Prepare board, lender, and investor-facing financial presentations and analyses.
  • Conduct scenario planning, sensitivity analyses, and strategic forecasting exercises.
  • Collaborate directly with senior executives on growth initiatives, expansion opportunities, and business cases.

Skills

Financial modeling
Forecasting
Executive reporting
Excel
Financial statements
Leadership communication

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Power BI
Tableau
ERP systems

Job description

Ledgent is seeking a Senior Financial Analyst in Phoenix, AZ, to partner with the executive team and drive strategic financial planning. This role will own budgeting, forecasting, and long-range planning while delivering actionable insights to influence capital allocation and growth opportunities.

Ideal candidates bring 4–8+ years in analytical finance, strong modeling skills, and experience presenting to senior leadership.

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