Sr Financial Analyst

jobgether; New York (NY); Remote; USD 90,000 - 115,000; Full time

Job summary

Jobgether is seeking a Senior Financial Analyst based in the United States for a fully remote role. You will drive financial performance, forecasting, budgeting, and reporting across global teams, partnering with Sales, Strategy, and Finance to align objectives with profitability.

The role requires 5–8 years of FP&A experience, advanced Excel and PowerPoint, strong stakeholder management, and the ability to translate data into actionable recommendations.

Qualifications

• 5–8 years of experience in financial analysis, FP&A, or a related finance function.
• MBA/MSF or related postgraduate qualification preferred.
• Advanced proficiency in Excel for modeling and forecasting.
• Strong PowerPoint skills for senior stakeholder presentations.
• Experience partnering with leaders in a global organization to support decisions.
• Proven ability to influence senior stakeholders through analysis and reporting.
• Ability to interpret large data sets from multiple sources.
• Excellent communication and cross-functional collaboration.
• Strong organizational skills and deadline-driven.

Responsibilities

• Prepare financial reports and analyses to support growth and efficiency.
• Lead monthly forecasting and annual budgeting with global Finance teams.
• Analyze results, identify trends, risks, opportunities, and improve profitability.
• Develop and maintain financial models for budgeting and strategic planning.
• Collaborate with Sales, Business Development, Client Services, Strategy on pricing and invoices.
• Support implementation of global finance systems with controls and policies.
• Manage biannual sales incentive program calculations and administration.
• Present findings to senior management and stakeholders.
• Maintain compliance and professional conduct; uphold ethics.

Skills

Financial analysis

Forecasting

Excel

PowerPoint

Stakeholder management

Data analysis

Communication

Attention to detail

Education

Bachelor’s degree in Finance, Accounting, Business

MBA or MSF preferred

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Financial Analyst based in the United States. The Senior Financial Analyst will play a key role in driving financial performance, strategic planning, and informed business decisions within a global financial services environment. Working closely with senior management and cross-functional teams, you will deliver financial analysis, forecasting, budgeting, and performance reporting to support revenue growth and profitability. You will identify business trends, assess financial risks and opportunities, and translate complex data into actionable recommendations. The role also involves evaluating pricing strategies, supporting strategic initiatives, and improving financial processes and reporting systems. As a trusted business partner to Sales, Client Services, Strategy, and global Finance teams, you will help align financial objectives with operational priorities. This fully remote opportunity is suited to an analytical professional who combines strong technical finance skills with business insight and effective stakeholder management.

Accountabilities:

Financial Analysis and Reporting: Prepare financial reports and analyses to support business growth and operational efficiency, including month-end close activities, budget-to-actual reviews, prior-year comparisons, trend analysis, and revenue and expense journal entries.

Budgeting and Forecasting: Lead monthly forecasting and annual budgeting in partnership with global Finance teams, ensuring accurate projections, consistent financial planning, and effective performance monitoring.

Performance Monitoring and Business Insights: Analyze financial and operational results, identify trends, risks, and opportunities, and provide actionable recommendations to support business decisions and improve profitability.

Financial Modeling and Strategic Planning: Develop and maintain financial models for budgeting, forecasting, strategic planning, and business initiatives. Evaluate business cases, pricing strategies, and strategic projects, preparing executive-level analyses and presentations.

Business Partnering and Pricing Support: Collaborate with Sales, Business Development, Client Services, Strategy, and other business units to prepare and review client cost estimates, pricing proposals, and customer invoices.

Financial Systems and Process Improvement: Support the implementation of global finance and procurement systems while ensuring adherence to financial controls, reporting standards, policies, and established processes.

Sales Incentive Administration: Manage the calculation, preparation, and administration of biannual sales incentive programs, ensuring accuracy and alignment with business objectives.

Stakeholder Communication: Present financial findings and recommendations to senior management and cross-functional stakeholders, helping translate complex financial information into clear business priorities.

Risk, Compliance, and Professional Conduct: Maintain integrity, professionalism, and accountability in all activities. Exercise appropriate care and diligence, support fair customer treatment, maintain cooperative relationships with relevant regulatory bodies, follow applicable conduct standards, and complete required compliance and regulatory training on time.

Requirements:

5–8 years of experience in financial analysis, financial planning and analysis (FP&A), or a related finance function.

Bachelor’s degree in Finance, Accounting, Business, or a related discipline.

Advanced proficiency in Microsoft Excel, including financial modeling, forecasting, and analysis of complex datasets.

Strong proficiency in Microsoft PowerPoint and the ability to prepare clear, compelling presentations for senior stakeholders.

Demonstrated experience partnering with business leaders in a global organization to support strategic and operational decision‑making.

Proven ability to influence senior stakeholders through insightful financial analysis, recommendations, and business‑focused reporting.

Strong analytical and problem‑solving skills, with the ability to interpret large volumes of financial and operational data from multiple sources.

Experience improving financial processes, systems controls, policies, and reporting frameworks.

Excellent communication, collaboration, and relationship‑building skills, with the ability to work effectively across functions, business units, and geographic locations.

Strong organizational skills and attention to detail, with a commitment to accuracy, quality, and meeting deadlines in a dynamic environment.

Demonstrated ability to deliver results against defined objectives while managing competing priorities and adapting to changing business needs.

A Master of Business Administration (MBA), Master of Science in Finance (MSF), or related postgraduate qualification is preferred.

Commitment to ethical business conduct, regulatory compliance, customer fairness, and ongoing professional development.

Benefits:

Annual base salary: $90,000–$115,000.

Fully remote work arrangement with flexible working options to support work‑life balance.

Paid parental leave.

Paid time off and observed holidays.

Medical, dental, and vision insurance plans.

Health and wellbeing rewards that can be tailored to support employees and their families.

401(k) matching to help employees plan for the future.

Employee share purchase opportunities through salary contributions.

Tax‑advantaged flexible spending plans, including healthcare, dependent care, and commuter options.

Short‑term and long‑term disability coverage.

Life insurance and supplemental life insurance.

An inclusive, supportive workplace with experienced colleagues and opportunities for professional growth.

How Jobgether works:

We use an AI‑powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top‑fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!

Data Privacy Notice:

By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre‑contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans.