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Senior Financial Analyst
Gilbert, AZ
Job Description
Senior Financial Analyst
This is a high-profile role with direct exposure to executive management and private-equity firm deal team members; Reports to VP-Finance
Must be able to work in a fast-paced, unstructured environment with tight deadlines and constantly changing priorities which may require late night/weekend work on some occasions. Requires regular communication/availability after normal business hours (text, email, Teams etc.) Some infrequent travel may be required.
This is an in-office role but with some flexibility for occasional remote work.
Senior Financial Analyst Responsibilities:
It is the policy of AB Staffing Solutions LLC to provide equal opportunity in employment to all employees and applicants for employment. No person is to be discriminated against with regards to employment opportunities or practices on any basis protected by applicable federal, state, or local law.
This is a high-profile role with direct exposure to executive management and private-equity firm deal team members; Reports to VP-Finance
Must be able to work in a fast-paced, unstructured environment with tight deadlines and constantly changing priorities which may require late night/weekend work on some occasions. Requires regular communication/availability after normal business hours (text, email, Teams etc.) Some infrequent travel may be required.
This is an in-office role but with some flexibility for occasional remote work.
Senior Financial Analyst Responsibilities:
- Responsible for producing analysis of financial and operational data to present /understand trends, identify insights and help management make informed decisions.
- Prepare monthly financial reporting packages for management, lenders, and Board members:
- Includes coordinating the pro-active collection of inputs from various management team members and converting into board-level quality PowerPoint slides and supporting Excel schedules.
- Manage the 13-week cash forecast process and related inputs.
- Manage monthly lender reporting including computation of debt covenants.
- Involvement in analyzing revenues and margins and related pricing including support for RFPs.
- Ad-hoc financial analyses as needed.
- 3+ years of financial analysis experience ideally in a private-equity firm (or portfolio company thereof) or an investment bank
- Degree in finance or accounting; MBA a plus
- Understanding of accounting concepts and terminology (financial statement structures, GAAP, accrual accounting concepts, etc.)
- Expert-level excel skills required.
- Experience with dashboards and related tools (Power BI or equivalent)
- Hands-on experience extracting and manipulating data from various systems and in various formats (SQL etc.) and interacting with internal and external IT resources to understand data structures and underlying logic.
- Experience with buy and/or sell-side M&A a plus.
- Hands-on experience with annual budgeting and ongoing forecasting processes and related systems
- Extensive experience with and ability to craft compelling graphs, tables etc. in formats suitable for Board-of-director presentations (in PowerPoint)
- Strong interpersonal skills and comfort dealing directly with executive management and private equity deal team members.
- Must be well organized, resourceful, curious, dependable and detail orientated.
- Accuracy is paramount – must be able to check, double check work, self-audit work product to ensure accuracy.
- Must be a self-starter who can prioritize tasks and manage deadlines.
- Direct deposit every Friday!
- Company paid medical, dental, vision, and life insurance.
- PTO and Sick Time
- 401(k)
It is the policy of AB Staffing Solutions LLC to provide equal opportunity in employment to all employees and applicants for employment. No person is to be discriminated against with regards to employment opportunities or practices on any basis protected by applicable federal, state, or local law.
Job Summary
Company
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
3+ years
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