Senior Financial Analyst

Title: Senior Financial Analyst Location: Boston, MA (2x a week in office, 3 remote, Hybrid - Tuesday & Thursday) Company: PE-backed, 200m, in the software/technology company. Recently hired a phenomenal CFO and company is doing very well. Ebidta is strong, team is growing.. exciting times ahead.

Additional Info

This is a Corp FPA role supporting overall co functions including business partnering. A lot of opportunity for process improvements and will help transform the group and department. We’re looking for a Senior Financial Analyst who enjoys digging into what drives a business and helping leaders decide where to go next.

This role offers exposure to financial planning, investment analysis, and business performance, with opportunities to turn your findings into recommendations that influence spending, pricing, and operational decisions. Working closely with the Finance Manager and partners across the organization, you’ll help build financial plans, evaluate new initiatives, and explain the story behind the numbers.

You’ll also have room to improve reporting and take ownership of projects from initial analysis through completion.

Financial Planning & Business Decisions

Build financial models to evaluate investments, compare potential outcomes, and understand how changes in key assumptions affect results. Help develop annual budgets, update rolling forecasts, and shape longer term financial plans. Assess the financial impact of proposed initiatives, pricing decisions, and changes to business operations.

Investigate performance against plan, explain the underlying drivers, and recommend areas for improvement. Maintain clear documentation of model assumptions and calculations so others can review and understand the analysis. Spot emerging challenges and opportunities, taking the initiative to work through them.

Reporting & Performance Insights Turn financial and operating data into presentations and dashboards that help leadership understand performance and make informed decisions. Analyze revenue trends, profitability, spending, and investment returns to highlight what is working and where attention is needed. Bring together data from multiple sources, investigate inconsistencies, and draw meaningful conclusions.

Help develop and improve KPIs and scorecards that connect financial results to business priorities. Simplify recurring reporting through consistent templates, better processes, and automation where practical.

Business Partnership & Project Ownership

Work with teams across the business to connect budgets and forecasts with their operating plans and project schedules. Provide financial analysis for business cases, including expected returns, costs, and feasibility. Manage smaller projects and defined portions of broader initiatives with limited day-to-day direction.

Coordinate stakeholders, organize priorities, and address issues to keep deliverables accurate and on schedule. Support internal financial controls and policies, along with applicable audit and regulatory requirements.

Experience Required

Bachelor’s degree in Accounting, Finance, Economics or related field 3+ years of work experience in a corporate Financial Analyst or FP&A role that required collaboration and communication across multiple internal teams Solid foundation in FP&A, financial reporting and analysis, with the ability to interpret and synthesize key financial metrics Able to conduct variance analysis, identify performance drivers, and assist in developing accurate forecasts and budgets Prepare clear, concise financial reports and presentations to communicate findings and recommendations to managers and stakeholders