Financial Analyst
Soni, Trenton, NJ, United States
Soni Resources is partnering with a close client on the search for a
Financial Analyst
to add to its expanding finance team. Reporting directly to the Manager of FP&A, this position will play a key role in financial planning, modeling, performance analysis, and reporting.
Build and manage detailed financial models to support long-term strategy and annual budget planning
Prepare rolling forecasts that incorporate evolving business trends and emerging revenue streams
Partner with cross-functional teams to collect inputs and ensure accuracy of assumptions used in forecasts and budgets
Financial Analysis & Reporting
Evaluate financial results, including revenue, margins, and cost drivers, with an emphasis on new initiatives and product offerings
Produce monthly, quarterly, and annual reports, clearly identifying key trends and variances
Establish and track KPIs to measure overall business performance
Support the month-end close process in collaboration with accounting, ensuring a clear understanding of financial statement impacts
Business Partnership
Work closely with operations and product teams to analyze the financial implications of new initiatives and service offerings
Deliver actionable insights through scenario modeling and cost-benefit analysis to guide decision-making
Assist leadership in assessing the financial feasibility of new contracts and partnerships
Develop a strong understanding of operational drivers and effectively communicate with stakeholders across the organization
Data Analysis & Process Improvement
Analyze financial and operational data to identify opportunities to improve margins and overall performance
Streamline and automate reporting processes to drive efficiency and accuracy
Utilize business intelligence tools to enhance reporting, dashboards, and data visualization
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or a related discipline (MBA or CPA preferred)
1–3 years of FP&A or related experience, ideally within healthcare, insurance, or TPA environments
Strong financial modeling and analytical capabilities
Adhoc analysis experience
Advanced Excel skills; experience with financial planning systems such as Adaptive Insights or Hyperion preferred
Exposure to ERP systems (e.g., SAP, Oracle) and data visualization tools like Power BI or Tableau
Strong communication skills with the ability to present complex data in a clear, actionable manner
Highly detail-oriented with strong critical thinking and problem-solving skills
Compensation
$80,000 - $100,000
Salary is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications.
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Financial Analyst
to add to its expanding finance team. Reporting directly to the Manager of FP&A, this position will play a key role in financial planning, modeling, performance analysis, and reporting.
Build and manage detailed financial models to support long-term strategy and annual budget planning
Prepare rolling forecasts that incorporate evolving business trends and emerging revenue streams
Partner with cross-functional teams to collect inputs and ensure accuracy of assumptions used in forecasts and budgets
Financial Analysis & Reporting
Evaluate financial results, including revenue, margins, and cost drivers, with an emphasis on new initiatives and product offerings
Produce monthly, quarterly, and annual reports, clearly identifying key trends and variances
Establish and track KPIs to measure overall business performance
Support the month-end close process in collaboration with accounting, ensuring a clear understanding of financial statement impacts
Business Partnership
Work closely with operations and product teams to analyze the financial implications of new initiatives and service offerings
Deliver actionable insights through scenario modeling and cost-benefit analysis to guide decision-making
Assist leadership in assessing the financial feasibility of new contracts and partnerships
Develop a strong understanding of operational drivers and effectively communicate with stakeholders across the organization
Data Analysis & Process Improvement
Analyze financial and operational data to identify opportunities to improve margins and overall performance
Streamline and automate reporting processes to drive efficiency and accuracy
Utilize business intelligence tools to enhance reporting, dashboards, and data visualization
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or a related discipline (MBA or CPA preferred)
1–3 years of FP&A or related experience, ideally within healthcare, insurance, or TPA environments
Strong financial modeling and analytical capabilities
Adhoc analysis experience
Advanced Excel skills; experience with financial planning systems such as Adaptive Insights or Hyperion preferred
Exposure to ERP systems (e.g., SAP, Oracle) and data visualization tools like Power BI or Tableau
Strong communication skills with the ability to present complex data in a clear, actionable manner
Highly detail-oriented with strong critical thinking and problem-solving skills
Compensation
$80,000 - $100,000
Salary is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications.
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