Senior Financial Analyst

Senior Financial Analyst

Location: Worthington, OH

Department: Finance

Employment Type: Full-Time

Position Overview

We are seeking a highly motivated Senior Financial Analyst to join our growing Finance team in Worthington, Ohio. This role will be responsible for financial planning and analysis, budgeting, forecasting, financial reporting, and strategic business support.

The ideal candidate will possess strong analytical skills, a proactive mindset, and the ability to collaborate across departments to provide actionable financial insights that drive business performance. This is an excellent opportunity for an experienced finance professional looking to make a meaningful impact within a collaborative and mission-driven organization.

Key Responsibilities

Financial Planning & Analysis

• Lead and support the annual budgeting process, quarterly forecasts, and long-range financial projections.
• Coordinate information requests across departments and consolidate operational data into budgeting and forecasting models.
• Update and maintain financial models, ensuring accuracy and timely reporting.
• Analyze variances between actual results, budgets, and forecasts, providing recommendations to senior leadership.
• Develop financial dashboards, KPI reporting, and management presentations.

Financial Reporting & Analysis

• Assist in the preparation and review of monthly, quarterly, and annual financial statements.
• Conduct detailed financial analysis to identify trends, risks, and opportunities impacting organizational performance.
• Prepare ad hoc analyses to support strategic initiatives, capital investments, and operational decision-making.
• Present findings and recommendations to finance leadership and business partners.

Accounting & Operational Support

• Participate in monthly accounting close processes and account reconciliations.
• Assist with inventory accounting, fixed asset tracking, and related financial reporting activities.
• Review and reconcile complex financial transactions and operational data.
• Partner with internal stakeholders to improve financial processes and reporting accuracy.

Billing & Revenue Analysis

• Support monthly billing processes by coordinating financial data from multiple departments and external partners.
• Analyze billing, revenue, and cost data to ensure completeness and accuracy.
• Collaborate with accounting, operations, and technology teams to improve reporting automation and data integrity.

Audit & Compliance

• Prepare schedules, supporting documentation, and financial analyses for annual audits.
• Respond to auditor requests and assist with audit-related inquiries.
• Ensure compliance with accounting standards, internal controls, and company policies.
• Identify opportunities to strengthen financial processes and controls.

Additional Responsibilities

• Participate in cross-functional projects and strategic initiatives.
• Assist with process improvement efforts to enhance efficiency and reporting capabilities.
• Perform other duties and special projects as assigned.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 4+ years of experience in financial analysis, FP&A, corporate finance, or accounting.
• Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.