Position Details

Salary $93K – $140K USD / year

Type Full-Time

Experience senior

Exp. Years 5-7+ years

Education Bachelor's degree in accounting or finance

Category Finance & Accounting

About this role

This senior financial analyst role supports Winfield United key customer contractual agreements and strategic projects. The position focuses on building financial models, leading profitability analysis, and producing clear Power BI/Tableau-ready reporting for business and accounting alignment.

Key Responsibilities

Support Winfield customer contractual agreements and strategic project financial evaluation
Develop and refine financial models to guide negotiation strategies and assess deal performance
Lead Winfield customer profitability analysis using enhanced analytical frameworks and improved data accuracy
Prepare accurate, concise, and visually compelling reports and presentations for business leaders
Serve as liaison between business teams and Accounting to ensure transactions and agreements are reflected in financial results

Technical Overview

The role uses analytics and financial modeling to assess deal performance and inform contract structures. It relies heavily on reporting and visualization using Power BI and/or Tableau, supported by advanced Excel and presentation development in PowerPoint and Word, alongside FP&A and pricing project support.

Ideal Candidate

The ideal candidate is a senior-level finance professional with 5-7+ years of progressive finance/accounting experience and strong financial modeling and analytics skills. They have advanced Excel skills and are comfortable presenting insights to commercial leaders, ideally with Power BI and/or Tableau experience, along with a background supporting customer contractual agreements and profitability analysis.

Must-Have Skills

5-7+ years of progressive finance/accounting experienceBachelor's degree in accounting or financeDemonstrated proficiencies in working with and analyzing large financial datasetsExperience with Power BI/Tableau strongly preferred (listed as strongly preferredbut operational need is clear for analytics reporting)

Nice-to-Have Skills

MBACPAExperience with Power BI/Tableau (strongly preferred)advanced proficiency in ExcelPowerPointand Word

Tools & Platforms

Power BITableauExcelPowerPointWord

Required Skills

customer profitability analysisfinancial modelingfinancial evaluationnegotiation strategiesreports and presentationsPower BITableauadvanced proficiency in ExcelPowerPointWordanalyzing and interpreting large financial datasetsFP&A deliverablespricing projectsanalytical frameworksdata accuracy improvementAccounting liaisoncontract structures

Hard Skills

customer profitability analysisfinancial modelingfinancial evaluationcontract negotiation supportanalytical frameworksdata accuracy improvementreporting and presentationsPower BITableauadvanced proficiency in ExcelPowerPointWordanalyzing and interpreting large financial datasetsfinancial reporting accuracyliaison between business teams and AccountingFP&A deliverablespricing projects

Soft Skills

present findings in a concise and informative formatbuild trusted partnerships with business leaderstranslate financial data into meaningful insightsagility in managing evolving prioritiesowning and delivering complex projectscross-functional collaborationexcellent writtenverbaland presentation communication skillsexceptional attention to detailaccuracyand process rigor

Certifications

Preferred

CPA

Industry & Role

Industry Retail

Job Function Provide senior-level financial modeling, profitability analytics, and reporting to support customer contracts and strategic initiatives

Role Subtype Financial Analyst

Tech Domains Power BI, Tableau

Keywords for Your Resume

Retail Alliances Senior Financial AnalystWinfield Unitedcustomer contractual agreementsstrategic projectsfinancial evaluationnegotiation strategiesfinancial modelscustomer profitability analysisanalytical frameworksdata accuracyreports and presentationsPower BITableauadvanced proficiency in ExcelPowerPointWordlarge financial datasetsFP&Apricing projectsAccounting liaisoncontract structurespartner with AccountingMBACPA

Deal Breakers

Bachelor's degree in accounting or finance, 5-7+ years of progressive finance/accounting experience

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