We are seeking an experienced Senior Financial Analyst to support corporate finance, financial planning, and strategic decision-making for a financial services organization in Maryland. This individual will lead budgeting and forecasting activities, analyze financial performance, develop financial models, and provide actionable insights to senior leadership. The ideal candidate has strong analytical skills, experience with corporate FP&A, and the ability to translate complex financial data into meaningful business recommendations.
Responsibilities:
Lead budgeting, forecasting, and long-range financial planning processes across corporate functions.
Analyze monthly, quarterly, and annual financial results against budget, forecast, and prior-year performance.
Develop financial models to support strategic initiatives, business planning, and investment decisions.
Prepare management reporting packages, dashboards, and presentations for senior leadership.
Partner with Accounting to review financial results, investigate variances, and ensure reporting accuracy.
Analyze revenue, operating expenses, headcount, profitability, and key financial performance indicators.
Identify financial trends, risks, and opportunities to improve operational efficiency and profitability.
Support cash flow forecasting, expense management, and corporate financial planning initiatives.
Evaluate business cases, cost-saving opportunities, and proposed investments through financial modeling and scenario analysis.
Develop and maintain financial models, reporting tools, and analytical processes to improve forecasting accuracy.
Collaborate with department leaders to establish financial targets and monitor performance against objectives.
Assist with month-end and quarter-end reporting, including variance explanations and management commentary.
Support ad hoc financial analysis and strategic projects as requested by senior management.
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field.3+ years of experience in financial analysis, corporate finance, or financial planning and analysis (FP&A).Experience supporting corporate finance functions within a financial services organization preferred.
Strong understanding of financial statements, budgeting, forecasting, and variance analysis.
Advanced Microsoft Excel skills, including financial modeling, complex formulas, and data analysis.
Experience developing financial models, management reports, and executive-level presentations.
Familiarity with financial systems and reporting tools such as Workday Adaptive Planning, Anaplan, Oracle, Hyperion, or similar platforms.
Experience with Power BI, Tableau, or other business intelligence tools is a plus.
Strong analytical and problem-solving skills with the ability to interpret complex financial information.
Excellent communication skills and the ability to collaborate with cross-functional stakeholders.
Exceptional attention to detail and the ability to manage multiple priorities in a deadline-driven environment.
Preferred Qualifications:
MBA, CPA, CFA, or other relevant professional designation.
Experience supporting corporate-level FP&A, including consolidated reporting and multi-department budgeting.
Familiarity with financial services metrics, revenue drivers, and profitability analysis.
Experience improving financial reporting processes, automation, and analytical tools.
