Strategic Financial Analyst — Forecasting & M&A (Hybrid)

STV; New York (NY); Hybrid; USD 120,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) Plan

Paid Time Off

Job summary

STV is seeking a Senior Financial Analyst to join our Finance group in a hybrid role with three days in the office and locations in New York, NY; Frisco, TX; or Dallas, TX. The position focuses on forecasting, analysis, M&A support, and robust reporting to drive strategic decisions and improve financial performance.

You will develop financial models, partner with cross-functional teams, and deliver insightful analyses. Bachelor’s in Finance or Accounting is required; CPA/CFA is a plus.

Qualifications

• Bachelor’s degree in Finance or Accounting; Master’s degree or professional certification (CPA, CFA) is a plus
• 3+ years of experience in Big 4 transaction advisory is preferred
• Experience in AEC industry a plus
• Strong financial modeling and analytical skills
• Proficiency in financial software and tools (e.g., Excel, financial planning software, ERP systems)
• Excellent verbal and written communication abilities – making work products and thought processes clearly understandable and auditable
• Detail-oriented with strong organizational and time management skills
• Ability to manage multiple priorities
• Analytical mindset with the ability to interpret complex financial data
• Strong problem-solving skills and proactive approach to identifying and addressing issues
• Effective interpersonal skills / desire to collaborate and contribute to the goals of the team
• Proven track record of ownership and accountability
• High level of integrity and ethical standards
• Adaptability and willingness to embrace change in a dynamic environment

Responsibilities

• Assist in development of annual budgets and quarterly forecasts, providing strategic insights and recommendations to optimize financial performance
• Perform monthly variance analyses to clearly outline any deviations from budget and/or forecast and make suggestions to improve future performance
• Perform due diligence and build forecasts for potential mergers and acquisitions
• Analyze financial data to identify trends, risks, and opportunities for growth
• Develop and maintain financial reporting to support decision-making across the organization
• Ensure future work is accurately represented in project-level forecasts
• Compile reporting data for business insurance renewals and AAC industry trade publications
• Improve financial processes, systems, and reporting capabilities to enhance efficiency and accuracy

Skills

Financial modeling

Analytical skills

Communication

Project management

Multitasking

Problem-solving

Interpersonal skills

Ownership & accountability

Integrity

Adaptability

Education

Bachelor’s degree in Finance or Accounting

Master’s degree or CPA/CFA (plus)

Tools

Excel

ERP systems

Financial planning software

Job description

STV is seeking a Senior Financial Analyst to join our Finance group in a hybrid role with three days in the office and locations in New York, NY; Frisco, TX; or Dallas, TX. The position focuses on forecasting, analysis, M&A support, and robust reporting to drive strategic decisions and improve financial performance.

You will develop financial models, partner with cross-functional teams, and deliver insightful analyses. Bachelor’s in Finance or Accounting is required; CPA/CFA is a plus.