Sr. Financial Analyst

Korn Ferry; Norfolk (VA); On-site; USD 120,000 - 145,000; Full time

Job summary

Korn Ferry is seeking a high-potential Sr. Financial Analyst to join a fast-paced, private equity-backed industrial services organization.

This role reports to the Vice President of Finance, FP&A and supports executive leadership with planning, reporting, pricing analytics, and decision support. The ideal candidate thrives in a dynamic environment, with ownership mentality and the ability to influence across functions while partnering with senior leaders.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5–8+ years of FP&A, corporate finance, investment banking, consulting, or strategic finance experience.
• Strong financial modeling, forecasting, budgeting, and analytical skills.
• Advanced proficiency in Excel and financial analysis.
• Experience presenting complex financial concepts to senior leadership.
• Demonstrated ability to operate independently and manage multiple priorities in a fast-paced environment.
• Strong communication, presentation, and business partnering skills.
• Experience within industrial services, business services, manufacturing, construction services, infrastructure, distribution, or field-services environment.
• Experience in a private equity-backed organization.
• Prior exposure to pricing analytics, commercial finance, or revenue management.
• Experience with NetSuite, Power BI, and advanced data visualization tools.
• MBA, CFA, or CPA designation is a plus.

Responsibilities

• Support the annual budgeting, forecasting, and long-range planning processes across the organization.
• Develop and maintain financial models to support revenue, profitability, cash flow, and operational performance analysis.
• Analyze monthly results and provide meaningful variance analysis against budget, forecast, and prior year performance.
• Prepare executive-level reporting packages, dashboards, and presentations for senior leadership, the executive team, and private equity sponsors.
• Identify trends, risks, and opportunities while providing actionable recommendations to drive performance improvement.
• Partner with commercial leadership to evaluate pricing strategies, customer profitability, and revenue optimization opportunities.
• Develop financial analyses supporting pricing decisions, contract negotiations, and market expansion initiatives.
• Monitor key commercial performance indicators and provide insights into customer, service line, and geographic profitability.
• Support sales and business development teams by evaluating growth opportunities and investment returns.
• Support strategic initiatives including market expansion, operational improvement programs, acquisitions, and integration efforts.
• Conduct scenario modeling, sensitivity analysis, and business case development for strategic projects.
• Evaluate capital investment opportunities and strategic initiatives using ROI, payback, and other financial metrics.
• Assist leadership in evaluating key business decisions that impact growth and profitability.
• Own and enhance recurring management reporting processes.
• Develop automated dashboards and KPI reporting utilizing Power BI and other analytical tools.
• Partner with Accounting to ensure financial reporting accuracy and consistency.
• Assist with board presentations, lender reporting, and private equity stakeholder requests.
• Drive continuous improvements in reporting efficiency and analytical capabilities.

Skills

Financial analysis

Forecasting

Budgeting

Excel proficiency

Communication

Business partnering

Independent work

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

NetSuite

Power BI

Claude

Job description

Reports To:

Vice President of Finance, FP&A

Position Overview

Our Client is seeking a high-potential Sr. Financial Analyst to join a fast-paced, private equity-backed industrial services organization. Reporting directly to the Vice President of Finance, FP&A, this individual will play a highly visible role supporting executive leadership through financial planning, reporting, strategic analysis, pricing initiatives, and commercial decision support.

This is an exceptional opportunity for an ambitious, self-driven finance professional who wants broad exposure across corporate finance, business operations, commercial strategy, and executive-level decision-making. The successful candidate will thrive in a dynamic, performance-oriented environment and possess the intellectual curiosity, business acumen, and ownership mentality necessary to drive meaningful impact. While this role does not currently have direct people management responsibilities, it offers significant influence across functions and the opportunity to partner closely with senior leaders throughout the organization.

Key Responsibilities

• Support the annual budgeting, forecasting, and long-range planning processes across the organization.


• Develop and maintain financial models to support revenue, profitability, cash flow, and operational performance analysis.


• Analyze monthly results and provide meaningful variance analysis against budget, forecast, and prior year performance.


• Prepare executive-level reporting packages, dashboards, and presentations for senior leadership, the executive team, and private equity sponsors.


• Identify trends, risks, and opportunities while providing actionable recommendations to drive performance improvement.


• Partner with commercial leadership to evaluate pricing strategies, customer profitability, and revenue optimization opportunities.


• Develop financial analyses supporting pricing decisions, contract negotiations, and market expansion initiatives.


• Monitor key commercial performance indicators and provide insights into customer, service line, and geographic profitability.


• Support sales and business development teams by evaluating growth opportunities and investment returns.

Strategic Finance

• Support strategic initiatives including market expansion, operational improvement programs, acquisitions, and integration efforts.


• Conduct scenario modeling, sensitivity analysis, and business case development for strategic projects.


• Evaluate capital investment opportunities and strategic initiatives using ROI, payback, and other financial metrics.


• Assist leadership in evaluating key business decisions that impact growth and profitability.

Corporate Reporting

• Own and enhance recurring management reporting processes.


• Develop automated dashboards and KPI reporting utilizing Power BI and other analytical tools.


• Partner with Accounting to ensure financial reporting accuracy and consistency.


• Assist with board presentations, lender reporting, and private equity stakeholder requests.


• Drive continuous improvements in reporting efficiency and analytical capabilities.

Systems & Process Improvement

• Leverage NetSuite, Power BI, and AI-enabled tools such as Claude to improve reporting, analysis, and decision support capabilities.


• Enhance financial planning and reporting processes through automation and standardization.


• Identify opportunities to improve data quality, accessibility, and business intelligence across the organization.


• Serve as a key finance resource for system enhancements and reporting initiatives.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, or related field.


• 5-8+ years of progressive FP&A, corporate finance, investment banking, consulting, or strategic finance experience.


• Strong financial modeling, forecasting, budgeting, and analytical skills.


• Advanced proficiency in Excel and financial analysis.


• Experience presenting complex financial concepts to senior leadership.


• Demonstrated ability to operate independently and manage multiple priorities in a fast-paced environment.


• Strong communication, presentation, and business partnering skills.

Preferred

• Experience within an industrial services, business services, manufacturing, construction services, infrastructure, distribution, or field-services environment.


• Experience working in a private equity-backed organization.


• Prior exposure to pricing analytics, commercial finance, or revenue management.


• Experience with NetSuite, Power BI, and advanced data visualization tools.


• MBA, CFA, or CPA designation is a plus.

Ideal Candidate Profile

The ideal candidate is a highly motivated, intellectually curious "go-getter" who thrives in environments where initiative and results matter. This person is not waiting to be told what to do; they proactively identify opportunities, develop insights, and influence decisions.

You are:

• Driven, ambitious, and eager to take ownership.


• Comfortable working directly with executives and cross-functional leaders.


• Analytical with strong business judgment.


• Exceptionally organized and detail-oriented.


• Naturally curious about how businesses operate and create value.


• Willing to challenge assumptions and bring forward new ideas.


• Excited by the pace and accountability of a private equity-backed environment.

Compensation

$120,000 - $145,000 salary plus 10% bonus