Senior Financial Analyst

Here at HR Soul our solutions amplify the performance of people and the soul of company culture. From strategic planning with CEOs, partnering with HR leaders on key projects, building high performing teams to coaching and recruiting the future of our client’s organization.

We are seeking an experienced Senior Financial Analyst for a client of ours to lead essential financial reporting and forecasting activities, analyze key performance indicators (KPIs), and provide insights into financial trends and variances. This role also supports core finance processes and serves as the primary data warehouse expert for the Finance team. The ideal candidate combines strong financial acumen, advanced data querying skills, demonstrated expertise in financial modeling, intellectual curiosity, and a proactive, solutions-oriented mindset.

The role is remote, however preference will be given to candidates in Central and Eastern time zones.

Key Responsibilities:

• Performance Analysis: Evaluate monthly business and financial performance, comparing results to previous periods and the company’s Operating Plan. Identify and communicate areas of over- or under-performance.
• Data Analysis: Write SQL queries to extract and analyze data from the enterprise data warehouse, providing context for financial results and addressing ad-hoc research needs.
• Competitive Benchmarking: Compare company performance against public competitors to identify opportunities and risks.
• Financial Modeling: Maintain and enhance the corporate financial model, regularly updating short- and long-term forecasts to support tactical and strategic decisions. Prepare summaries for internal and external stakeholders.
• Annual Planning: Facilitate the annual planning process by gathering input from stakeholders, updating planning scenarios, and distributing final metrics to relevant parties.
• Ad-Hoc Forecasting: Develop customized financial models and forecasts to evaluate new products or business opportunities.
• Capital Management: Support critical cash and debt management, reporting, and remittance processes as needed.
• SQL Expertise: Assist team members in crafting accurate SQL queries to source necessary data.
• Cross-Functional Support: Respond to ad-hoc data, analytic, and reporting requests to meet business needs.

Qualifications

Education: Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative field.

Experience: 3+ years in FP&A, credit risk, or business analytics, with a strong preference for experience in lending, financial services, fintech, or banking.

Technical Skills: Proficiency in SQL and Excel is essential. Familiarity with visualization tools like Looker, Tableau, or Power BI is a plus.

Analytical Expertise: Proven experience in measuring and modeling performance metrics for vintages or cohort populations.

Business Insight: A deep curiosity about the drivers of business and financial performance, coupled with the ability to translate this understanding into actionable financial models.

Innovation Mindset: Eagerness to challenge current processes and propose more efficient or innovative solutions.

Attention to Detail: Ability to focus on critical details while identifying and communicating key financial and business drivers.

This role is ideal for someone eager to leverage their expertise in financial analysis, data management, and strategic decision-making to drive impactful outcomes.

Diversity Commitment

At HR Soul, we embrace a rich tapestry of backgrounds and experiences within our workplace. We actively encourage applications from women, individuals of color, members of the LGBTQ+ community, people with disabilities, ethnic minorities, immigrants, and veterans.

Equal Opportunity Employment Statement

HR Soul proudly upholds its status as an Equal Opportunity Employer. We prohibit discrimination against any employee or candidate based on various attributes, including but not limited to race (encompassing characteristics historically associated with race such as hair texture and style), color, gender (including pregnancy and related conditions), religion or belief, national origin, citizenship, age, disability, veteran status, union membership, ethnicity, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable laws.

Inclusivity Commitment

HR Soul and its partners are fully committed to ensuring that all qualified individuals are included. We provide reasonable accommodations for applicants and employees with disabilities. If you need assistance during the job application or interview process, or require accommodations to perform essential job functions, please reach out via our contact page: Contact HR Soul.

Your Rights

HR Soul is dedicated to ensuring that all applicants are aware of their rights concerning workplace discrimination, which is unlawful.

Application Agreement

By applying for this position, you authorize HR Soul to exclusively consider you as a candidate for the specified opportunity. You affirm that the information you provided about your qualifications is true and that you have not misrepresented yourself. Additionally, you agree to keep confidential any details regarding the position that you may learn from HR Soul, sharing such information only as necessary to support your application process. In exchange, HR Soul pledges to make reasonable efforts to represent you throughout the job screening and resume distribution stages.

Salary Transparency Statement

Compensation for this position (and others) at HR Soul is based on multiple factors, including:

• The candidate’s skill set, experience, and education
• Required licenses and certifications
• Geographic location of the office
• Additional business and organizational considerations

In line with local regulations, HR Soul provides a salary range that reflects a reasonable estimate of the base pay for this role in areas where salary disclosure is mandated.