Senior Financial Analyst
Mitchell Companies White Marsh, Maryland, United States · $90K–$110K/yr
Wholesale · 51-200 employees
About the role
The Senior Financial Analyst will lead budgeting, forecasting, and annual operating planning while building financial models for acquisitions and operational initiatives. They will also partner with department leaders to provide actionable financial insights and ensure the accuracy of financial results.
What they look for
Requirements
Candidates must hold a bachelor's degree in Finance, Accounting, or a related field with 4–6 years of relevant experience. Proficiency in financial modeling, advanced Excel, and a solid understanding of accounting principles are required.
Full description
Senior Financial Analyst
We’re looking for a Senior Financial Analyst who can do more than report the numbers. This role is for someone who can understand what’s driving them, spot what doesn’t look right, build models to evaluate what comes next, and turn financial data into useful business insight.
You’ll work closely with leaders across the organization on budgeting, forecasting, financial modeling, acquisitions, and operational decision-making.
What You’ll Do
- Lead key componentsofbudgeting, forecasting, and annual operating planning.
- Build financial models, scenario analyses, and business cases for acquisitions, investments, operational changes, labor and benefits costs, and other initiatives.
- Analyze results against budget, forecast, and prior year toidentifykey drivers, trends, risks, and opportunities.
- Partner with department leaders to manage budgets, forecast results, and support financial decision-making.
- Preparepro formafinancial analyses for potential acquisitions and other strategic opportunities.
- Review financial results for accuracy and reasonableness,identifyingmissing or unusualitemsandappropriate accruals.
- Prepare journal entries as needed and partner with Accounting to resolve questions or discrepancies.
- Turn complex financial information into clear, actionable recommendations for leadership.
What We’re Looking For
- Bachelor’s degree in Finance, Accounting, Economics, Business, ora relatedfield.
- 4–6 years of experience in financial analysis, FP&A, corporate finance, accounting, ora related area.
- Strong financial modeling, budgeting, forecasting, and variance analysis skills.
- Solid understanding of accounting principles, journal entries, accruals, and the month-end close process.
- Advanced Excel skills and strong analytical, problem-solving, and communication skills.
- Ability to travelupto 25% based on business needs.
Preferred: Master’s degree, CPA, CMA, or other relevant certification; acquisition analysis experience; and/or experience in a multi-location or operationally complex business.
Why This Role
This is an opportunity to work across the business on a wide variety of financial questions and help leaders understand not only what happened, but why it happened and what we should do next.
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