Senior Financial Analyst

Summary

The Senior Financial Analyst efficiently creates financial models; effectively forecasts future financial results and is an integral part of the forecasting and budgeting processes. This position works enthusiastically with excellent technical skills in a challenging, fast-paced, technology-driven environment to keep financial models up to date.

What You'll Do

• Works with operations to forecast, report, and analyze financial performance

• Participates in driving solutions to key analytical, strategic, and business challenges

• Delivers key analysis of financial and operational performance on a weekly and monthly basis

• Provides technical support to other finance team members

• Retrieves and reconciles information from various sources to ensure data integrity and accurate reporting

• Participates in driving process improvements related to forecasting, reporting, modeling, and analysis

• Prepares executive-level financial presentations utilized by senior management

• Facilitates the annual budget planning process providing assistance to operating groups as needed to ensure the timely development of an accurate budget to support the corporate goals and strategies

What You'll Need

Minimum Qualifications

• 4 Years of experience in finance, business analytics, or planning experience required

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required

Preferred Qualifications

• 2 years and a Master’s degree

• Ability to analyze raw data, draw conclusions, and develop actionable recommendations

• Excellent verbal, written, and interpersonal communication skills

• Ability to set priorities, meet deadlines, and manage multiple projects in a fast-paced, changing environment

• Extremely detail-oriented and organized

• Ability to work independently and make decisions with minimal supervision

• Time management

• Ability to multi-task with multiple projects simultaneously

• Ability to interact effectively with co-workers across all levels and areas of the company

• Ability to deliver results under tight deadlines

• Excellent analytical, technical, financial modeling, and presentation skills

Travel Requirements & Working Conditions

• Minimal travel for internal meetings

• Reliable internet access for any period of time working remotely and not in a Workiva office

How You’ll Be Rewarded

✅ A discretionary bonus typically paid annually

✅ Restricted Stock Units granted at time of hire

✅ 401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

Workiva is an Equal Employment Opportunity and Affirmative Action Employer. We believe that …