Sr. Financial Analyst

Confidential; Farmington Hills (MI); On-site; USD 85,000 - 120,000; Full time

Job summary

Confidential is seeking a Senior Financial Analyst to join a small, high-impact finance team. You will partner with executives to deliver financial analysis, insights, and actionable recommendations that inform strategic decisions.

The role requires translating data into business impact, supporting budgeting and forecasting, and driving continuous improvement across FP&A tools and processes. You will interact with cross-functional leaders in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5–7 years of FP&A, corporate finance, or business analysis experience.
• Experience in food & beverage, CPG, manufacturing, or related industry preferred.
• Proven budgeting, forecasting, and financial modeling experience.
• Advanced Excel and financial modeling skills.
• Experience with FP&A and BI tools such as Anaplan and Power BI.
• Strong business acumen and ability to translate data into insights.
• Excellent communication and presentation skills with leaders.

Responsibilities

• Prepare monthly corporate financial and sales performance reports for executives.
• Support annual budgeting and demand forecasting processes.
• Perform variance analysis and identify drivers behind performance.
• Create mid-month sales reports and highlight management action items.
• Develop insights around business performance and strategy.
• Partner with leaders to ensure data-driven decisions aligned with objectives.
• Produce management reports, KPIs, dashboards, and performance reporting.
• Analyze sales data to uncover trends and opportunities for profit.
• Support M&A analyses and respond to information requests.
• Drive FP&A process improvements and data quality initiatives.

Skills

Advanced Excel

Financial modeling

Budgeting

Forecasting

FP&A

Anaplan

Power BI

Stakeholder communication

Education

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

Tools

Anaplan

Power BI

Job description

Our client is seeking a Senior Financial Analyst to join a small, high-impact finance team supporting a growing organization. This is a highly visible role that will partner closely with executive leadership and business leaders, providing financial analysis, performance insights, and actionable recommendations to support strategic decision-making.

The ideal candidate is an analytical, proactive finance professional who can move comfortably between detailed financial modeling and high-level business discussions. This is an opportunity to have a meaningful impact on budgeting, forecasting, sales performance, business intelligence, and continuous improvement initiatives.

Key Responsibilities

• Prepare accurate monthly corporate financial and gross/net sales performance reports, including key performance metrics, for the Executive Leadership Team.
• Support annual budgeting and demand forecasting processes.
• Perform year-over-year and actual-to-budget variance analysis, identifying key volume, mix, and rate drivers behind financial and sales performance.
• Prepare mid-month sales performance reporting to monitor results against plan and highlight areas requiring management attention.
• Develop actionable insights around business performance and strategy.
• Serve as a financial partner to business leaders, helping ensure decisions are data-driven and aligned with company objectives.
• Prepare detailed management reports, KPIs, dashboards, and other performance reporting for leadership.
• Analyze sales data to identify trends, growth opportunities, and potential areas for profit improvement.
• Conduct financial analyses and develop business cases to support management decision-making.
• Support M&A initiatives, including target analysis, historical performance review, and responding to information requests.
• Fulfill ad-hoc financial and data analysis requests.
• Document and improve financial processes and procedures.
• Drive continuous improvement across FP&A tools, processes, data quality, and business intelligence capabilities.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 5–7 years of experience in FP&A, corporate finance, business analysis, or a related discipline.
• Prior experience within food & beverage, CPG, manufacturing, or a similar industry.
• Proven experience with budgeting, forecasting, and financial modeling.
• Advanced Excel and financial modeling skills.
• Experience with FP&A and business intelligence tools such as Anaplan and/or Power BI.
• Strong business acumen with the ability to translate complex financial and operational data into actionable insights.
• Excellent communication and presentation skills, with the ability to work effectively with both finance and non-finance leaders.
• Analytical, detail-oriented, and proactive approach to problem-solving.
• Comfortable working in a fast-paced, cross-functional environment.
• Collaborative team player with a positive attitude, open mind, and desire to make a meaningful impact within a lean, high-performing finance organization.

Why This Opportunity

This role offers the chance to move beyond traditional reporting and play a meaningful role in how the business understands performance and makes decisions. You’ll work directly with leadership, influence business strategy through data-driven insights, and have the opportunity to improve FP&A processes and tools while supporting growth initiatives and M&A activity.