Sr FP&a Analyst

Fusion HCR; Cincinnati (OH); On-site; USD 81,000 - 99,000; Full time

Job summary

A leading financial services firm in Cincinnati is seeking a Senior Financial Analyst to support strategic decision-making through detailed financial analysis and reporting. The ideal candidate will leverage strong Excel and analytical skills to lead FP&A activities and provide sales analytics. This fully on-site role offers exposure to senior leadership, making it perfect for high-performing finance professionals eager to step into a CFO position over time. Candidates must possess a Bachelor’s degree in Finance or Accounting and have relevant experience.

Qualifications

• Minimum of five years of relevant finance or accounting experience.
• Advanced Excel and PowerPoint skills; Power BI experience preferred.
• Strong relationship-building and communication skills.

Responsibilities

• Lead FP&A activities, including annual planning and quarterly forecasting.
• Develop and deliver sales analytics through ad hoc analysis.
• Manage the monthly financial consolidation process.

Skills

Excel-based financial modeling

Sales reporting

Financial analysis

Analytical skills

Communication skills

Education

Bachelor’s degree in Finance or Accounting

Tools

PowerPoint

Power BI

Tableau

Job description

Sr. Financial Analyst

$90,000+

Cincinnati (North), OH

We are seeking a Senior Financial Analyst with strong Excel-based financial modeling, analytics, and sales reporting experience. This role offers meaningful exposure to senior leadership and is ideal for a high-performing finance professional with the potential to step into a CFO role over time. The position is fully on-site five days per week.

Role Summary

The Senior Financial Analyst plays a key role in supporting strategic and operational decision-making through detailed financial analysis and reporting. Reporting directly to the CFO and partnering closely with business leaders, this role is responsible for analyzing financial performance, sales trends, variances, and cost drivers. The position leads annual planning and forecasting activities, delivers timely financial insights to stakeholders, and drives continuous improvement initiatives focused on profitability and growth.

Key Responsibilities

• Lead FP&A activities, including annual planning, quarterly forecasting, and variance analysis
• Develop and deliver sales analytics through ad hoc analysis and standardized reporting to identify key business drivers and trends
• Manage the monthly financial consolidation process, including international subsidiary reporting
• Develop, maintain, and present key operational KPIs and dashboards (Tableau)
• Partner with business and operational leaders to support strategic and operational growth initiatives
• Support the monthly close and financial reporting process
• Participate in acquisition integration efforts and ERP or other system implementations
• Lead and support special projects and ad hoc financial analysis

Qualifications

• Bachelor’s degree in Finance or Accounting
• Minimum of five years of relevant finance or accounting experience
• Advanced Excel and PowerPoint skills; Power BI experience preferred
• Strong analytical, organizational, and problem-solving skills
• Ability to manage multiple priorities in a matrixed environment
• Demonstrated interest in process improvement and driving profitability
• Strong relationship-building and communication skills
• Willingness to travel on an ad hoc basis for collaboration

U.S. Citizenship or Green Card status is required for this position, as client sponsorship is not available.

To meet our clients' needs, we're only considering candidates who have the necessary experience.

Please be advised: If you have recently submitted your resume to Fusion HCR, your qualifications will automatically be considered for other suitable opportunities.