About this role
Senior Financial Analyst responsible for strategic planning, budgeting, forecasting, and financial analysis in a Tampa-based role; supports M&A due diligence and executive-level reporting with exposure to enterprise performance management tools.
Key Responsibilities
- Support strategic planning initiatives; Contribute to market/segment strategy; Lead or support annual planning and budgeting; Manage forecasting (multi-period/rolling); Prepare executive presentations and monthly financials
Technical Overview
Experience with BPC/Hyperion; advanced Excel and PowerPoint; multi-period/rolling forecasts; cost and profitability analysis; working capital analysis.
Ideal Candidate
The ideal candidate is a senior financial analyst with 6-8 years of experience in strategic planning and financial analysis, proficient in Excel and PowerPoint, and experienced with enterprise performance management tools such as BPC or Hyperion.
Must-Have Skills
Bachelor's degree in FinanceAccountingBusinessOperations ManagementEngineeringor related6-8 years of financialstrategicor operational experienceExperience in financial analysis or strategic planningProject management experienceProficiency in Microsoft Excel and PowerPointAbility to travel up to approximately 5%
Tools & Platforms
BPCHyperionMicrosoft ExcelMicrosoft PowerPoint
Required Skills
Bachelor's degree in FinanceAccountingBusinessOperations ManagementEngineeringor a related discipline6-8 years of financialstrategicor operational experienceExperience in financial analysis or strategic planningProject management experienceExposure to enterprise performance management tools (e.g.BPCHyperion)Proficiency in Microsoft Excel and PowerPointAbility to travel up to approximately 5%
Hard Skills
Bachelor's degree in FinanceAccountingBusinessOperations ManagementEngineeringor relatedFinancial analysisStrategic planningProject managementEnterprise performance management tools (e.g.BPCHyperion)Microsoft ExcelMicrosoft PowerPointTravel
Soft Skills
CommunicationPresentationCollaborationProblem-solvingAnalytical thinking
Keywords for Your Resume
Senior Financial Analystfinancial analysisstrategic planningbudgetingforecastingKPI developmentexecutive-level presentationsmonthly financial reportingworking capital analysismergers and acquisitions due diligencepricing analysiscost analysislocation or operational performancecredit and accounts payabletravelHyperionBPCExcelPowerPointfinanceaccountingoperationalMergers and acquisitions due diligence
Deal Breakers
Lack of 6-8 years of experience, No experience in financial analysis or strategic planning, No proficiency in Excel/PowerPoint, No travel willingness (5% max)
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