Financial Analyst Operations Finance

The Senior Financial Analyst is responsible for providing in-depth financial analysis, forecasting, and reporting to support strategic decision-making. This role partners with business leaders to deliver actionable insights, develop financial models, and monitor performance against budgets and forecasts. The analyst ensures accuracy in financial reporting, identifies trends and risks, and contributes to initiatives that drive profitability and operational efficiency.

Builds and maintains financial models to assist the Director, Finance with monthly, quarterly and annual financial statement packages to Executive Leadership Team. Partners with Director of Finance and Director of Credit and Collections to project A/R and Cash Forecasting on a monthly basis. Assists in developing and implementing strategic cash forecasting and cash management plan for the company; manages the cash flow and prepare cash flow reports in accordance with policy.

Produces monthly Balance Sheet, Profit and Loss Statement, Cash Flow, Working Capital, Variance Analysis and accounting metrics in accordance with company’s operational requirements. Develops operational models and gather business intelligence to identify optimal states and areas of strength, weakness, threat and opportunity. Integrates analytics and process performance by coordinating and leading cross departmental operational improvement and cost saving initiatives.

Consolidates and analyzes financial data (budgets, income statement forecasts etc.) taking into account company’s goals and financial standing. Develops and maintains complex financial models related to the companywide budget and forecast process in the areas of sales, churn, operating expenses, operations, corporate expenses, and capital expenditures.

Tracks and analyzes key cost drivers including direct costs (COGS, Labor, and Logistics) as well as overhead type expenses (Salaries, Headcount, Rent, Insurance, Legal, Consulting, etc.)
Maintains spreadsheet accounting for all Ship in Place orders
Conducts insightful, ad hoc analyses to investigate ongoing or one-time operational issues. Acts as backup for extending credit to customers and cash collections, in the event the Director of Credit and Collections is unavailable or out of the office. Acts as backup for accounts payable in the event that assistance is needed.

Ensures compliance with company code of conduct and all applicable laws, regulations, rules and policies. Comply with all requirements of Generally Accepted Accounting Principles (GAAP), International Standard ISO9001 and ISO27001, NIST 800-171, CMMC – Cyber Security and Informational Data Security Requirements. All employees shall commit and comply with the requirements of AS5553 for Counterfeit Electrical, Electronic and Electromechanical (EEE) Parts – Avoidance, Detection, Mitigation and Disposition practices.

Bachelor’s degree or higher in Finance, Accounting, Economics, or related field.
~ Professional certifications such as CPA, CFA, or CMA are a plus.
~5+ years’ experience in financial analysis, budgeting, and forecasting.
~ Experience in corporate finance, FP&A, or similar roles.
~ Expertise in building and maintaining detailed financial models.
~ Proficient in Microsoft Office applications such as Excel, PowerPoint, and Word.
~ Strong problem-solving skills, documentation skills, research and resolution skills, data analysis and multi-tasking skills.