Senior Financial Analyst

Position summary:

The Financial Analyst is responsible for preparing and analyzing financial data, forecasts and reports. This position will report to the Corporate Controller.

Position description:

  • Analyzes data and summarizes various performance metrics using statistical analysis
  • Uses advanced analytics to gain insight to key business drivers and operational effectiveness
  • Performs analysis to assess quality and associated cost factors
  • Updates monthly revenue forecast by type by month based most recent monthly actual revenue information
  • Prepares dashboards for management reporting
  • Performs Ad Hoc reporting/analysis as required
  • Provide administrative support to Intacct – set-up and report writing
  • Assist in integration of SalesForce data into sales reporting models
  • Builds and maintains staffing models for customer contact departments to support budgeting/forecasting and monthly results reporting
  • Determines financial status by comparing and analyzing plans and forecasts with actual results
  • Improves financial status by analyzing results and variances, identifying trends and recommending actions
  • Increases productivity by developing automated applications, eliminating duplications and coordinating information requirements
  • Provides information to management by assembling and summarizing data, preparing reports and making presentations of findings, analyses and recommendations
  • Performs other duties as assigned

Qualifications / requirements:

  • Bachelor’s degree from an accredited college with a major in accounting or finance, accounting preferred
  • Public accounting experience a plus
  • Advanced Microsoft Office skills
  • Advanced financial modeling skills
  • 5+ years of experience in accounting / financial analysis
  • Experience with Intacct financial software and software a plus
  • Experience with Budget Maestro and Microsoft BI a plus
  • Excellent oral / written communication skills
  • Organization and time management skills
  • Accomplish follow-through and prioritize workloads
  • Flexibility to schedule changes and the ability to adjust to rapidly changing conditions

Personal characteristics:

  • Ability to establish and maintain professional working relationships with all levels of staff, clients and the public
  • Detail oriented with the ability to work with minimum/no supervision
  • Ability to understand and follow verbal and written communication
  • Willingness to be part of a team-unit and cooperate in the accomplishment of departmental goals and objectives

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Diversity creates a healthier atmosphere: Sentry Data Systems, Inc. is an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.