Senior Financial Analyst
Esler Companies, Smithfield, RI, United States
Overview
As a
Senior Financial Analyst
you will play a critical role in supporting the financial planning, analysis, and strategic decision-making processes across the organization. You will partner closely with Finance leadership and cross-functional teams to deliver insightful financial analysis, forecasting, and reporting that drives business performance. You'll be expected to operate with a high degree of autonomy, analytical rigor, and business acumen, serving as a trusted advisor to leadership on financial trends, risks, and opportunities.
Responsibilities
Lead the analysis of monthly, quarterly, and annual financial reporting packages, including variance analysis versus budget, forecast, and prior periods.
Partner with business leaders across departments (Sales, Operations, Marketing, HR, and IT) to understand performance drivers and provide actionable financial insights.
Analyze revenue, margin, operating expenses, and key KPIs; identify trends, risks, and opportunities, and present findings to senior leadership.
Support the annual budgeting process and ongoing reforecasting cycles, ensuring accuracy and alignment with business objectives.
Evaluate business cases, ROI analyses, and capital investment proposals; provide clear recommendations grounded in financial analysis.
Improve and automate financial reporting processes, dashboards, and tools to enhance efficiency and decision support.
Assist with ad hoc financial analysis, scenario modeling, and executive-level presentations as requested.
Ensure data integrity and consistency across financial systems and reports.
Other job duties as assigned.
Qualifications
Advanced financial modeling, forecasting, and analytical skills.
Strong understanding of financial statements, accounting principles, and corporate finance concepts.
Ability to synthesize complex financial data into clear, concise insights for non-financial stakeholders.
High attention to detail with the ability to work under tight deadlines and manage competing priorities.
Excellent written and verbal communication skills, including executive-level presentation capabilities.
Advanced proficiency in Microsoft Excel; strong working knowledge of PowerPoint and financial reporting systems.
Self-starter with strong problem-solving skills and a continuous improvement mindset.
Baseline knowledge of AI and its application to analysis and process improvement.
Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
MBA, CPA, or CFA preferred but not required.
Minimum of 7+ years of progressive experience in financial analysis, FP&A, or a related finance role.
Experience supporting multi-location or growth-oriented organizations preferred.
Benefits
Medical, Dental, and Vision Insurance
Teammate Assistance Plan
Tuition Reimbursement
401k with 50% match up to 6% of your annual pay
Paid Time Off
Company Paid Holidays
Paid Volunteer Time
And more!
Equal Employment Opportunity
We are a proud equal-opportunity employer. We are committed to fair hiring practices and to creating a welcoming environment for all team members. Esler Companies LLC is committed to maintaining a safe, healthy, and drug-free workplace for all teammates. Please note that we participate in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Candidates can choose to opt-out at any time.
Posted Salary Range: USD $120,000.00 - USD $150,000.00 /Yr.
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As a
Senior Financial Analyst
you will play a critical role in supporting the financial planning, analysis, and strategic decision-making processes across the organization. You will partner closely with Finance leadership and cross-functional teams to deliver insightful financial analysis, forecasting, and reporting that drives business performance. You'll be expected to operate with a high degree of autonomy, analytical rigor, and business acumen, serving as a trusted advisor to leadership on financial trends, risks, and opportunities.
Responsibilities
Lead the analysis of monthly, quarterly, and annual financial reporting packages, including variance analysis versus budget, forecast, and prior periods.
Partner with business leaders across departments (Sales, Operations, Marketing, HR, and IT) to understand performance drivers and provide actionable financial insights.
Analyze revenue, margin, operating expenses, and key KPIs; identify trends, risks, and opportunities, and present findings to senior leadership.
Support the annual budgeting process and ongoing reforecasting cycles, ensuring accuracy and alignment with business objectives.
Evaluate business cases, ROI analyses, and capital investment proposals; provide clear recommendations grounded in financial analysis.
Improve and automate financial reporting processes, dashboards, and tools to enhance efficiency and decision support.
Assist with ad hoc financial analysis, scenario modeling, and executive-level presentations as requested.
Ensure data integrity and consistency across financial systems and reports.
Other job duties as assigned.
Qualifications
Advanced financial modeling, forecasting, and analytical skills.
Strong understanding of financial statements, accounting principles, and corporate finance concepts.
Ability to synthesize complex financial data into clear, concise insights for non-financial stakeholders.
High attention to detail with the ability to work under tight deadlines and manage competing priorities.
Excellent written and verbal communication skills, including executive-level presentation capabilities.
Advanced proficiency in Microsoft Excel; strong working knowledge of PowerPoint and financial reporting systems.
Self-starter with strong problem-solving skills and a continuous improvement mindset.
Baseline knowledge of AI and its application to analysis and process improvement.
Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
MBA, CPA, or CFA preferred but not required.
Minimum of 7+ years of progressive experience in financial analysis, FP&A, or a related finance role.
Experience supporting multi-location or growth-oriented organizations preferred.
Benefits
Medical, Dental, and Vision Insurance
Teammate Assistance Plan
Tuition Reimbursement
401k with 50% match up to 6% of your annual pay
Paid Time Off
Company Paid Holidays
Paid Volunteer Time
And more!
Equal Employment Opportunity
We are a proud equal-opportunity employer. We are committed to fair hiring practices and to creating a welcoming environment for all team members. Esler Companies LLC is committed to maintaining a safe, healthy, and drug-free workplace for all teammates. Please note that we participate in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Candidates can choose to opt-out at any time.
Posted Salary Range: USD $120,000.00 - USD $150,000.00 /Yr.
#J-18808-Ljbffr