CPA Senior Financial Analyst

Job Summary

A company is looking for a Senior Financial Analyst, FP&A - Financial Operations.

Key Responsibilities

• Lead the monthly financial reporting process, including variance analysis and management reporting
• Build and maintain detailed forecasts across each portfolio company from bookings to free cash flow
• Partner with operational CEOs to define KPIs and drive accountability through regular business reviews

Required Qualifications

• Bachelor's degree in finance, accounting, economics, or a related field
• CPA or CFA designation (required)
• 2+ years of FP&A experience, ideally in SaaS or technology-driven environments
• Strong financial modeling skills in Excel (SQL or BI tools are a plus)
• Experience building and managing forecasting processes across multiple entities