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1010 results for Senior Fpa Analyst jobs

Senior FP&A Analyst

Dallas, TX
onsite
Permanent
100000 - 120000 USD / Yearly
Our client is seeking a Senior FP&A Analyst to lead financial planning and analysis across operations, partnering with top leadership and cross-functional teams to drive performance, innovation, and growth. 🌟 Why You’ll Love This Role: · Culture of Excellence: Join a tenured FP&A/Finance team with a wealth of expertise to learn from. · Entrepreneurial Spirit: Collaborate on business transformation initiatives that use technology to improve processes and procedures. · Your Voice Matters: Work closely with corporate leadership and see your ideas in action. · Career Growth: Significant opportunities for learning, development, and leadership within the organization. · Dynamic Work Environment: Fast-paced, varied days where you’ll tackle exciting challenges. · Work-Life Balance: Prioritize productivity without losing sight of your well-being. 💼 Key Responsibilities Financial Planning & Analysis · Lead development and execution of financial plans, budgets, and forecasts aligned with strategic goals · Analyze financial results, identify trends, and deliver actionable insights to senior leadership · Collaborate with other departments to optimize workforce planning and productivity · Serve as a subject matter expert in financial systems and policy interpretation · Advise senior FP&A and business leaders on risks, opportunities, and long-range planning Reporting & Data Tracking · Oversee creation of performance dashboards and executive-level reports · Prepare materials for executive reviews and strategic discussions · Recommend action plans to improve business performance · Drive continuous improvement in reporting processes and data governance
2026-04-20T00:00:00Z

Senior FP&A Analyst

Campbell, CA
onsite
Permanent
110000 - 130000 USD / Yearly
We are looking for an experienced Senior FP&A Analyst to join our dynamic team in Fremont, California. In this role, you will lead critical financial planning and analysis functions, contributing to the strategic direction of a rapidly evolving organization. This position offers an exciting opportunity to work closely with leadership and make a significant impact through financial insights and decision support. Responsibilities:<ul><li>Lead all FP&A functions, including forecasting, budgeting, and variance analysis.</li><li>Develop management reports, dashboards, and presentations for the VP of Finance, executives, and investors.</li><li>Manage key financial models and identify opportunities, risks, and efficiency improvements.</li><li>Collaborate with accounting, operations, sales, engineering, and other teams to guide strategy and decision-making.</li><li>Standardize and scale FP&A processes to support organizational growth.</li><li>Provide ad-hoc financial analysis, reporting, and scenario modeling as needed.</li><li>Support quarterly and annual closes, and prepare materials for investor and Board updates.</li></ul>
2026-04-07T00:00:00Z

Senior Financial Analyst

Baltimore, MD
onsite
Permanent
90000 - 110000 USD / Yearly
Our client is looking for an experienced Senior Financial Analyst to join their team on a hybrid basis in Baltimore, Maryland. In this role, you will play a key part in shaping financial strategies by conducting in-depth analysis, forecasting, and budgeting. This position offers an exciting opportunity to work in a dynamic environment that is private equity backed. Responsibilities:• Develop and maintain detailed financial models to support forecasting and decision-making processes.• Analyze financial performance by conducting variance analyses and identifying trends or areas of improvement.• Collaborate with cross-functional teams to prepare, review, and refine budgets that align with organizational goals.• Generate insightful ad hoc financial reports to guide strategic planning and operational efficiency.• Provide financial insights and recommendations to senior management to support business growth and profitability.• Ensure accuracy and consistency in financial reporting across multiple locations and operational units.• Monitor key performance indicators (KPIs) and provide actionable recommendations based on findings.• Support the implementation of financial tools or systems to enhance reporting and efficiency.• Stay updated on industry trends and market conditions to inform financial strategies
2026-04-13T00:00:00Z

Senior Financial Analyst

Franklin, MA
onsite
Temporary
40 - 46 USD / Hourly
Our company is seeking a talented Senior Financial Analyst for a 6-month contract assignment. If you have hands-on experience with Adaptive Insights for financial planning and analysis and enjoy working in dynamic environments, we want to hear from you. Responsibilities:<ul><li>Lead and participate in budgeting, forecasting, and financial planning processes using Adaptive Insights.</li><li>Analyze complex financial data and deliver actionable insights to management.</li><li>Construct financial models to support business strategy and decision-making.</li><li>Prepare monthly and quarterly reports, variance analyses, and presentations for leadership.</li><li>Collaborate with cross-functional teams to drive process improvements and efficiencies.</li><li>Ensure accuracy and confidentiality of all financial information.</li></ul>
2026-04-15T00:00:00Z

Senior Financial Analyst

Florence, TX
onsite
Permanent
120000 - 175000 USD / Yearly
We are looking for a results-driven Senior Financial Analyst or FP&A Manager to join our team in Northern Austin Texas. This role is pivotal in driving financial planning, analysis, and reporting to support strategic decision-making. The ideal candidate has a strong analytical mindset, excellent communication skills, and the ability to collaborate with cross-functional teams. Responsibilities:• Lead the development and execution of annual budgets, quarterly forecasts, and long-term financial plans across all business units.• Conduct in-depth analyses of actual financial results versus budgets and forecasts to identify trends, risks, and opportunities.• Create and maintain comprehensive financial models to support scenario planning, capital investments, and strategic initiatives.• Collaborate with leaders from various departments, such as Sales, Operations, and HR, to ensure alignment between financial goals and organizational strategies.• Oversee cash flow projections, working capital management, and operational expense tracking to ensure financial stability.• Prepare and deliver detailed financial performance dashboards and reporting packages to executive leadership.• Analyze cost structures and resource allocation to identify opportunities for improved profitability and efficiency.• Support the enhancement of financial systems and tools to streamline forecasting and reporting processes.• Develop and monitor key performance indicators (KPIs) to assess and improve business performance.• Mentor and guide analysts who are early in their careers, fostering a culture of continuous learning and growth within the finance team.
2026-04-03T00:00:00Z

Senior Financial Analyst

Menlo Park, CA
onsite
Temporary
45 - 55 USD / Hourly
Overview:The Senior FP&A Analyst specializing in automation and AI plays a vital role in elevating financial strategy and operations by leveraging advanced analytics, automation tools, and artificial intelligence. This position is responsible for enhancing forecasting accuracy, streamlining reporting processes, and delivering actionable business insights. The Senior FP&A Analyst partners with cross-functional teams to identify opportunities for automation, optimize financial workflows, and support strategic decision-making.Key Responsibilities:<ul><li>Lead the integration and utilization of automation and AI tools within the FP&A function to improve efficiency and data accuracy.</li><li>Build and maintain advanced financial models, leveraging AI-powered analytics and automation for scenario analysis, forecasting, and budgeting.</li><li>Produce and automate monthly, quarterly, and annual management reporting packages for leadership.</li><li>Analyze financial and operational results, using AI tools to uncover trends, variances, and risks.</li><li>Collaborate with IT and business units to implement automated solutions and enhance financial data pipelines.</li><li>Identify and recommend process improvements, focusing on technology-driven solutions to reduce manual work and mitigate error.</li><li>Drive adoption of new digital tools and train finance team members on automation and AI best practices.</li><li>Support board presentations, strategic projects, and ad hoc analysis with AI-enabled insights.</li></ul>
2026-04-20T00:00:00Z

Senior Financial Analyst

Morristown, NJ
onsite
Permanent
90000 - 110000 USD / Yearly
90,000 – 110,000 My client, a privately held food manufacturing and ingredients company, in Morristown NJ has an opportunity for a Senior Financial Analyst. This is a hybrid opportunity (2 days in office). Benefits:<ul><li>Hybrid</li><li>Medical</li><li>Dental</li><li>Vision</li><li>Paid time off</li></ul> RESPONSIBILITIES<ul><li>Maintained and enhanced BluePlanner to ensure accurate pricing, promotions, customer hierarchies, and trade budgets, applying best practices in process improvement and data integrity. </li><li>Provided hands-on support to Sales Managers, guiding tool navigation and system functionality, and championing user adoption. </li><li>Audited and optimized system entries, proactively identifying discrepancies and driving continuous improvement.</li><li>Conducted post-promotional analysis using syndicated data (e.g., IRI), calculating ROI, identifying performance drivers, and recommending actionable improvements. </li><li>Led quarterly trade reviews, collaborating with Sales Managers to highlight insights, review ROI, and define corrective actions.</li><li>Maintained and optimized reporting tools and dashboards, supporting Sales, Business Systems, and Operations teams. </li><li>Identified opportunities to automate, standardize, and streamline reporting processes, driving operational efficiency. </li><li>Translated complex data into clear, actionable insights and recommendations for cross-functional teams.</li></ul>
2026-03-24T00:00:00Z

FP&A Analyst

Syracuse, NY
onsite
Temporary
32 - 42 USD / Hourly
The FP&A analyst will lead budgeting, forecasting, and financial analysis to support strategic decision-making. This role involves analyzing financial performance, preparing reports, identifying trends, and providing insights to improve profitability and efficiency. The FP&A team member collaborates with business leaders to drive financial planning and operational initiatives.
2026-04-17T00:00:00Z

FP&A Analyst

Osceola, AR
onsite
Permanent
75000 - 82000 USD / Yearly
We are looking for an FP&A Analyst to join our team in Osceola, Arkansas. In this role, you will collaborate closely with accounting and operations teams to deliver accurate financial insights and support budgeting and forecasting processes. Your work will play a key role in shaping effective financial strategies and ensuring operational efficiency. Responsibilities: • Build and update financial models and budgets that reflect dynamic business conditions. • Collaborate with operations teams to ensure cost and inventory data accuracy. • Develop precise budgets and forecasts aligned with organizational goals. • Identify key cost drivers and establish meaningful metrics to guide decision-making. • Analyze variances and communicate insights to operations and accounting teams. • Design and implement internal controls to maintain accurate financial records. • Prepare detailed reports and information for management and auditors. • Drive process improvements to enhance efficiency and effectiveness. • Participate in special projects to support broader organizational initiatives.
2026-03-30T00:00:00Z

FP&A Analyst

Willow Grove, PA
onsite
Permanent
0 - 0 USD / Yearly
Growing, manufacturer, located outside of the Philadelphia Suburbs, seeks a FP&A Analyst with strong cost control expertise. The FP&A Analyst will develop financial models through process analysis, conduct financial data mining, identify trends & risks, forecast revenues and expenditures, and provide guidance on future budgeting. This candidate will also assist with financial adjustments, evaluate investment opportunities, analyze variances, assist with KPI tracking, create and implement financial strategic planning, and coordinate annual pricing analysis. The ideal FP&A Analyst should be able to own process integrations, assess quality and integrity of data for reporting, and work independently. Major Responsibilities· Manage the annual budget and strategic planning process· Prepare cost projections· Conduct thorough research of historical financial data· Analyze profitability analysis by product and customer· Oversee inventory transactions while monitoring COGS· Lead efforts to business unit profitability· Assist with financial input on financials and investments· Develop and gain deep business understanding of financial drivers· Monitor performance indicators for profit and loss
2026-04-06T00:00:00Z

FP&A Analyst

El Segundo, CA
onsite
Temporary
29 - 35 USD / Hourly
Key Responsibilities• Perform billing audits for airline customers to ensure accuracy and compliance • Prepare daily overtime reporting and weekly financial summaries • Complete receipt reconciliations and monthly accruals • Support P&L reporting with minimal journal entries • Run and maintain financial reporting processes within the ERP system • Approve weekly employee timesheets in coordination with operations • Work extensively within the QAD ERP system • Utilize advanced Excel skills for reporting, analysis, and reconciliation tasks Reporting StructureThis role reports directly to the hiring manager and is supported by an AP Clerk.
2026-04-15T00:00:00Z

FP&A Analyst

Rochester, NY
onsite
Temporary
38 - 42 USD / Hourly
The FP&A analyst will lead budgeting, forecasting, and financial analysis to support strategic decision-making. This role involves analyzing financial performance, preparing reports, identifying trends, and providing insights to improve profitability and efficiency. The FP&A team member collaborates with business leaders to drive financial planning and operational initiatives.
2026-04-17T00:00:00Z

FP&A Analyst

Albany, NY
onsite
Temporary
35 - 45 USD / Hourly
The FP&A analyst will lead budgeting, forecasting, and financial analysis to support strategic decision-making. This role involves analyzing financial performance, preparing reports, identifying trends, and providing insights to improve profitability and efficiency. The FP&A team member collaborates with business leaders to drive financial planning and operational initiatives.
2026-04-17T00:00:00Z

FP&A Analyst

Buffalo, NY
onsite
Temporary
32 - 42 USD / Hourly
The FP&A analyst will lead budgeting, forecasting, and financial analysis to support strategic decision-making. This role involves analyzing financial performance, preparing reports, identifying trends, and providing insights to improve profitability and efficiency. The FP&A team member collaborates with business leaders to drive financial planning and operational initiatives.
2026-04-17T00:00:00Z

FP&A Analyst

Las Vegas, NV
onsite
Permanent
75000 - 100000 USD / Yearly
We are looking for an FP&A Analyst to join our client's team in Las Vegas, Nevada. In this role, you will play a crucial part in driving financial planning and analysis efforts, ensuring alignment with organizational goals and delivering actionable insights. The ideal candidate will have capital planning and operations support experience. This position offers an opportunity to collaborate across multiple locations and contribute to strategic decision-making processes. Responsibilities:• Facilitate the annual operational and capital budgeting processes, including setting timelines, creating templates, and establishing review protocols.• Develop and maintain rolling forecasts by integrating actual data, trends, and key indicators such as traffic metrics and labor indices.• Collaborate with operations teams to translate operational metrics into accurate financial projections.• Oversee the capital planning cycle by tracking approved projects, managing spending schedules, and evaluating returns against initial benchmarks.• Consolidate site-level budgets into divisional and corporate profit and loss statements, ensuring compliance with organizational reporting standards.• Conduct detailed variance analyses, including budget-to-actual comparisons and reforecasting recommendations, and present findings to stakeholders.• Prepare and deliver quarterly forecast updates to executive leadership, highlighting potential risks and opportunities.• Support the development of a quarterly business review process to enhance strategic planning and decision-making.• Maintain multi-year net asset value models that connect operational assumptions to long-term financial objectives. If you are interested in learning more about this opportunity, please contact Kathy Beavers at Robert Half, see contact information on LinkedIn.
2026-04-03T00:00:00Z

FP&A Analyst

Plano, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a detail-oriented FP&A Analyst to join our team in Plano, Texas. This role involves leveraging your expertise in financial planning and analysis to provide valuable insights and support strategic decision-making. Ideal candidates will have strong technical skills and a keen eye for identifying trends and opportunities within financial data. Responsibilities: • Develop and maintain financial models to support cash flow forecasting and strategic planning. • Utilize Power BI and Excel to analyze complex financial data and create actionable reports. • Collaborate with cross-functional teams to gather data and improve financial processes. • Conduct thorough analysis of financial statements to identify trends and variances. • Support budgeting and forecasting activities to align with organizational goals. • Provide insights and recommendations to improve financial performance and efficiency. • Contribute to business analysis efforts by evaluating systems and data flow. • Assist in preparing presentations for stakeholders based on financial findings. • Monitor compliance with financial regulations, including the Bank Secrecy Act. • Ensure accurate and timely reporting of financial metrics.
2026-03-27T00:00:00Z

F&A Analyst

Cincinnati, OH
onsite
Permanent
44000 - 47000 USD / Yearly
Are you eager to launch your accounting career with a reputable and growing organization? Our company is seeking an ambitious Entry-Level Accountant to join a shared service center team in Blue Ash, OH. This is a direct hire opportunity designed for a motivated recent graduate or early-career professional ready to apply their accounting knowledge and grow within a collaborative environment. About the Role: As an Entry-Level Accountant, you will be an integral part of our shared service center, supporting daily accounting operations, financial reporting, and compliance activities. You’ll work alongside experienced professionals and enjoy hands-on mentorship as you deepen your technical skills within a fast-paced, service-driven business unit.Key Responsibilities:<ul><li>Process accounts payable and accounts receivable transactions, including data entry, invoice matching, and payment reconciliation</li><li>Assist with month-end and year-end closing activities</li><li>Prepare journal entries and maintain general ledger accuracy</li><li>Support the preparation and analysis of financial statements and management reports</li><li>Reconcile bank statements and resolve discrepancies</li><li>Assist with audits, compliance requests, and process documentation</li><li>Maintain accurate records and support ad-hoc projects across the center</li></ul>Qualifications:<ul><li>Bachelor’s degree in Accounting, Finance, or a related field required</li><li>Strong understanding of basic accounting principles and practices</li><li>Proficiency in Microsoft Excel and familiarity with accounting software (SAP, Oracle, QuickBooks, or similar) preferred</li><li>Detail-oriented with strong organizational and analytical skills</li><li>Excellent communication and interpersonal abilities</li><li>Eagerness to learn and grow within a team environment</li></ul>Why Join Us?<ul><li>Direct hire role with opportunities for long-term career advancement</li><li>Comprehensive benefits package, including health, dental, and retirement plans</li><li>Ongoing training and mentorship from experienced professionals</li><li>Dynamic and inclusive workplace culture</li><li>Convenient Blue Ash, OH location</li></ul>If you’re seeking a rewarding opportunity to launch your accounting career, we want to hear from you! Apply today to take the next step with our expanding shared service center.
2026-04-20T00:00:00Z

Sr. Accountant/ Sr FP&A Analyst

Newark, NJ
onsite
Permanent
100000 - 130000 USD / Yearly
Our manufacturing client experienced Senior Accountant to join our team in Newark, New Jersey. This role is ideal for someone who is detail oriented, with a strong background in financial reporting and an interest in transitioning into Financial Planning & Analysis (FP&A). The position requires a solid understanding of accounting principles and a proven track record in manufacturing or product-based industries. Responsibilities:• Oversee monthly close processes to ensure accurate and timely reporting.• Maintain and reconcile the general ledger, ensuring all journal entries are properly recorded.• Perform account reconciliations, including bank reconciliations, to verify accuracy and resolve discrepancies.• Prepare detailed financial reports and analyses to support decision-making.• Collaborate with cross-functional teams to improve financial processes and reporting efficiency.• Ensure compliance with accounting regulations and standards.• Assist in transitioning financial reporting systems to align with FP&A requirements.• Provide insights and recommendations to enhance financial performance.• Support audits and ensure proper documentation of financial transactions.• Monitor and manage financial controls to safeguard company assets.
2026-04-06T00:00:00Z

Senior Fraud Analyst

Daly City, CA
remote
Temporary
40 - 45 USD / Hourly
We are looking for a Senior Fraud Analyst to join our team in San Francisco, California, on a contract basis. This position focuses on overseeing transaction monitoring and fraud management for a card portfolio, ensuring effective decision-making and fraud prevention strategies. The ideal candidate will have extensive experience in issuer-side fraud analysis, with a strong ability to balance fraud loss prevention and operational efficiency. Responsibilities: • Conduct real-time transaction reviews to approve or decline flagged activities based on fraud risk. • Develop and optimize fraud detection rules, including velocity limits, spending patterns, and merchant category restrictions. • Analyze transactional data to identify new fraud trends and implement preventive measures. • Maintain a balance between minimizing fraud losses and reducing false positives to achieve targeted approval rates. • Collaborate with cross-functional teams such as Product, Risk, and Operations to enhance fraud prevention strategies. • Utilize fraud monitoring platforms like Falcon, Forter, Sardine, or similar tools to optimize decision-making processes. • Apply knowledge of interchange mechanics, authorization flows, and network decline codes to refine fraud rules. • Stay informed about the latest fraud tactics and incorporate findings into rule design and monitoring procedures. • Ensure compliance with industry standards and regulatory requirements for fraud prevention. • Provide insights and recommendations for improving fraud management performance.
2026-04-21T00:00:00Z

Senior Analyst

Carrollton, GA
onsite
Permanent
90000 - 130000 USD / Yearly
We are looking for a Senior Analyst to join our team in Carrollton, Georgia. This role is ideal for an individual with strong attention to detail and expertise in IT governance and business analysis. You will play a key part in monitoring IT metrics and ensuring effective reporting processes across various systems. Responsibilities: • Conduct thorough IT audits to evaluate system performance and compliance with governance standards. • Prepare and distribute detailed metrics reports on IT operations, including financial data and status updates. • Collaborate with project managers to enhance reporting capabilities and support strategic initiatives. • Analyze existing IT processes to identify gaps and recommend improvements. • Assist in the implementation and monitoring of systems like ServiceNow and S/4 Hana. • Provide detailed documentation and analysis for IT-related projects. • Support cross-functional teams with data-driven insights to improve efficiency. • Ensure attention to detail in all aspects of IT reporting and project documentation. • Stay updated on industry standards and best practices to maintain high-quality governance. • Communicate findings and recommendations effectively to stakeholders.
2026-04-01T00:00:00Z

Senior Cost/Financial Analyst

Arlington, VA
onsite
Permanent
100000 - 120000 USD / Yearly
Our client is an well-established construction business with growing operations that is seeking a Senior Cost Analyst to join their expanding team in Arlington, Virginia. This role is integral to the construction accounting team, focusing on cost management, budgeting/forecasting, financial reporting, and collaboration with project executives. The ideal candidate will bring expertise in analyzing budgets and providing accurate projections to support decision-making and organizational success. Responsibilities:• Conduct comprehensive reviews and updates of budgets and job status reports for multiple construction projects on a monthly basis.• Deliver monthly profit projections and create dashboards to provide actionable insights for management.• Facilitate job status meetings with stakeholders and project teams to ensure accurate and timely reporting.• Provide guidance to entry-level cost engineers and other team members, fostering skill development and knowledge sharing.• Train office and field staff in the use of project management software, ensuring efficient system utilization.• Prepare and compile various monthly financial reports for senior leadership and company executives.• Analyze project costs to identify risks, opportunities for savings, and implement mitigation strategies.• Assist in the preparation of new construction project proposals, providing detailed cost analysis and recommendations.• Support project executives in managing subcontractor agreements, change orders, and cost reporting.• Audit and reconcile project performance using specialized project management software to ensure accuracy and compliance.
2026-04-01T00:00:00Z

Senior Accounting Analyst

Wethersfield, CT
onsite
Permanent
85000 - 95000 USD / Yearly
Senior Accounting Analyst (Hybrid - 2/3 days remote)Location: Greater HartfordPosition Type: Full Time/Permanent PositionRecruiter Contact: Sal Fiorillo - Sal.Fiorillo@RoberthalfReference: SF0013403661 We are working with a growing services organization seeking a Senior Accounting Analyst to join their team. This is a newly created role driven by continued expansion, new service lines, and acquisitions. Key Responsibilities<ul><li>Support month-end close (journal entries, reconciliations, variance analysis)</li><li>Assist with audit support and compliance requirements</li><li>Partner with FP&A and cross-functional teams</li><li>Lead/assist with process improvements and special projects</li><li>Perform financial analysis across business units</li><li>Support budgeting and forecasting initiatives</li></ul>Qualifications<ul><li>Bachelor’s degree in Accounting or related field</li><li>3+ years of accounting, audit, or finance experience</li><li>Strong knowledge of GAAP and financial reporting</li><li>Experience working with auditors / regulated environments</li><li>Advanced Excel skills; ERP/BI tools a plus</li></ul>Why Apply<ul><li>Newly created role due to organizational growth</li><li>Strong leadership and positive, low-turnover culture</li><li>High visibility with leadership and operations</li><li>Blend of accounting + strategic project work</li><li>Flexible, team-oriented environment!</li></ul>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above and reference SF0013403661.All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.
2026-04-14T00:00:00Z

Senior Accounting Analyst

Fort Worth, TX
onsite
Permanent
0 - 0 USD / Yearly
Senior Accounting Analyst Robert Half Finance and Accounting and Kevin Sweet have partnered with a well-established and highly sophisticated Family Office that is seeking a Senior Accounting Analyst to support the accounting and financial reporting needs of one of its Founders. This role offers exposure to complex, multi-entity structures, investments, trusts, and philanthropic entities in a collaborative and high-trust environment. This is an excellent opportunity for an accountant who enjoys ownership, variety of responsibilities, and working closely with senior leadership. My client truly values and takes care of their employees, has excellent work-life balance, outstanding benefits, generous annual bonus and the opportunity to either work remote, hybrid or in office, your choice! For additional information and consideration, please contact Kevin Sweet at 682-499-1182 or via email at [email protected] Position OverviewThe Senior Accounting Analyst will take primary responsibility for multi-entity accounting functions, including the preparation of the Founder’s personal financial statements and accounting for investment partnerships, LLCs, trusts, and select nonprofit entities. The role also supports cash management, financial reporting, reconciliations, and special projects, while helping identify and implement process improvements.The ideal candidate is proactive, detail-oriented, and comfortable managing multiple priorities in a fast-paced, multi-disciplined environment. Key Responsibilities<ul><li>Prepare monthly and periodic financial statements, supporting schedules, and analyses</li><li>Perform bank, brokerage, and general ledger account reconciliations</li><li>Complete monthly close procedures and record journal entries</li><li>Record investment valuations and asset acquisitions and dispositions</li><li>Accumulate and organize data to support tax estimates and returns</li><li>Lead annual budget preparation and perform budget-to-actual analyses</li><li>Perform regular and ad-hoc financial analysis and customized reporting</li><li>Assist with or lead special projects and management presentations</li><li>Recommend and implement process, reporting, and technology improvements</li><li>Interface with internal stakeholders and external advisors as needed</li></ul> Why This Opportunity<ul><li>Direct exposure to complex investments and financial structures</li><li>High level of ownership and autonomy</li><li>Stable, long-term environment with an employee-first culture</li><li>Opportunity to make meaningful process improvements</li><li>Strong work-life balance compared to traditional accounting roles</li></ul>
2026-03-27T00:00:00Z

PBM Senior Financial Analyst

Dallas, TX
remote
Temporary
60 - 65 USD / Hourly
We are looking for a results-driven Senior Financial Analyst with a strong background in FP&A consulting to join our team on a contract basis. This role requires expertise in financial modeling, revenue analytics, and forecasting, with an emphasis on delivering high-quality outputs within tight deadlines. Based in Dallas, Texas, this position offers the opportunity to work on impactful budgeting and revenue analysis initiatives in a fast-paced environment.This is a 3-month contract position100% REMOTEMUST HAVE Pharmacy Benefit Management (PBM) experience Senior Financial Analyst (contract position):Responsibilities:• Develop and maintain advanced financial models in Excel to support forecasting, budgeting, and revenue analysis.• Conduct hands-on revenue analytics by evaluating customer, product, and channel data to identify volume, price, and mix drivers.• Build annual budgets, rolling forecasts, and reforecasts independently, ensuring accuracy and scalability.• Present and explain financial models, assumptions, and outcomes to senior finance leaders with clarity and precision.• Set up and document revenue forecasting models, focusing on revenue streams and ensuring alignment with business goals.• Deliver on short-term financial analysis tasks as part of consulting engagements, adapting quickly to new environments and requirements.• Provide insights into Pharmacy Benefit Management (PBM) revenue streams, including forecasting and scenario planning.• Utilize advanced Excel skills to create clean, scalable templates and organize data flows effectively.• Collaborate with cross-functional teams to execute defined tasks and meet project deadlines.• Ensure financial models and analyses adhere to industry-specific terminology and data structures.• Familiarity with the Pharmacy Benefit Management (PBM) industry and its revenue structures is mandatory.
2026-04-14T00:00:00Z

Senior Financial Analyst (Sales Finance)

San Leandro, CA
onsite
Permanent
105000 - 115000 USD / Yearly
We are looking for a Senior Financial Analyst to join our team in San Leandro, California. In this role, you will focus on driving financial insights and supporting sales operations through detailed analysis and modeling. This position is ideal for someone with a strong analytical mindset and the ability to translate data into actionable strategies. Responsibilities:<ul><li>Build and automate revenue-to-GP reports and forecasts</li><li>Analyze revenue and margin drivers by product and customer</li><li>Advise leaders on actions to improve margins and grow revenue</li><li>Manage pricing and discount accuracy in ERP and TPM systems</li><li>Oversee clean capture of distributor and indirect sales data</li><li>Consolidate monthly forecasts, flag risks/opportunities, and push back when needed</li><li>Produce timely month-end results with clear business insights</li><li>Align with Sales Finance teams to standardize approaches</li><li>Lead annual budgets for assigned regions or channels</li></ul>
2026-03-27T00:00:00Z