Senior Financial Analyst
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Job Summary
As a hybrid position based in Boston, Chicago, Kansas City, or Raleigh, the Senior Financial Analyst will drive financial performance by providing insights and strategic recommendations while partnering with client service and operations teams to manage budgets, forecasts, and profitability.
Key responsibilities
- Serve as the primary finance partner for assigned client accounts, managing budgets, forecasts, and profitability
- Develop financial models to track client revenue, expenses, and margins, ensuring alignment with contract terms
- Prepare and maintain monthly, quarterly, and annual revenue forecasts at the client level
Required qualifications
- 4 - 6 years of experience in Finance or Accounting, preferably in a professional services environment
- Bachelor's degree in Finance, Accounting, Economics, or a related field preferred
- Proficient in Google Workspace and MS Office, with a strong emphasis on Excel
- Familiarity with Netsuite ERP & SPP is a plus
- Strong understanding of revenue forecasting, client profitability, and financial modeling
Complete Job Description
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