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Sr. Financial Analyst

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General Description: This position is responsible for effective forecasting and financial reporting for assigned areas. The Financial Analyst works closely with many departments/divisions, including Finance, Sales, Regional Management, Corporate Finance and Accounting Center to ensure that the forecast and other reporting reflect the most current data available.



  • Manage monthly forecasting process for assigned operating companies.
  • Manage producer commission/compensation for region.
  • Participate in the production of accurate and timely monthly, quarterly and annual regional financial reports, the expected result of which is the basis of decision-making to run the company.
  • Perform monthly analysis of operating company results to RCFO and operating company management.
  • Manage the revenue and expense variance reporting process throughout the month.
  • Oversee and assist in creating annual budget for use as a performance guide and basis of measurement. Act as a liaison with the regional accounting group to roll up Regional Budget.
  • Compile and prepare mid-month Producer Variance Report and prepare forecast for month-end revenue and expense projections.
  • Prepare ad hoc reports and analyses to assist management team gain insight on results and future activities related to revenue and expenses.
  • Variance analysis and special projects for decision-making.
  • Contribute to the development of policies and procedures to facilitate the workflow throughout the Accounting Department and company.
  • Assist with the compliance and communication of internal controls.
  • Work with Accounts Receivable management for operating companies assigned.
  • Other projects and analysis as requested from RCFO, Regional/OpCo leaders or Corporate Finance/Accounting.

Knowledge, Skills and Abilities:

  • College Graduate with Degree in Finance or Accounting
  • Minimum of 5 years related experience
  • Strong verbal and written communication skills
  • CPA or MBA Preferred
  • MS Office Application, Strong/Advanced Excel
  • Proactive and Flexible
  • Work well with various levels of staff and management
  • Ability to Organize and Multi Task
  • Ability to work with a team as well as independently
  • Excellent communication and interpersonal skills.
  • Ability to work cooperatively and collaboratively with all levels of employees, management, and office locations to maximize performance, creativity, problem solving, and results.

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