Position Overview
The Senior Financial Analyst is responsible for financial analysis and reporting in a broad capacity for Colibri Group. This includes critical financial planning, measurement, reporting, and monitoring activities for communication and collaboration with management in critical areas such as budgeting, forecasting, and reporting of actual results. This role will actively partner with the business in financially modeling decisions and performing project-based analysis regularly.
This position reports to the Director of Financial Planning & Analysis for Becker and Financial Services and works closely with team members across the financial planning & analysis team and accounting. This individual contributor role will also get involved in various projects, automating processes, and streamlining procedures where possible.
What You'll Do
- Author and prepare closing, forecasting, and budget reports that monitor key financial areas and business metrics for management and executive decision making
- Manage ecosystem budgets on a monthly basis which involves extracting and analyzing data from several sources including direct business interaction. Collaborates with internal department leads and support staff to understand both month-over-month and year-over-year variances to the plan.
- Review and evaluate financial performance using variance/trend/growth analysis in preparation for leadership business reviews and recommend actions for optimization and improvement
- Key FP&A team member during the budget process by coordinating with operational teams and using a variety of software tools (Excel, PowerBI, Google Sheets, NetSuite and others) to prepare, organize, consolidate, and analyze budget data, and/or preparing financial models, understanding the key drivers in the process
- Responsible for analysis of margins, marketing spending, and other operating expenses, including leading headcount budgeting, forecasting, and analysis
- Prepare and manage cap ex reporting
- Create ad-hoc financial models for decision support
- Other projects, as assigned.
What You'll Need to Succeed
- Bachelor’s degree in Accounting, Finance or related field
- Minimum 3 years’ experience in financial analysis roles
- Proficient in Microsoft Excel (intermediate to advanced level)
- Strong understanding of a P&L and the relationships between revenue and expenses
- Proficient in preparing data/financial models for forecasting or budgeting.
- Experience with PowerBI a plus
- NetSuite and Google Sheets experience a plus
- Strong analytic and critical thinking skills
- Strong business acumen
- Inherent curiosity and enthusiasm
Colibri Group welcomes applicants from all backgrounds and experiences, and we understand that not every candidate will meet every requirement listed in the job description. Research has shown that women and people of color may be less likely to apply to jobs unless they feel they meet every qualification, and we want to actively combat this bias in our hiring process. If you're excited about the role and believe you have the skills and experience to contribute to our team, we encourage you to apply, even if your background doesn't align perfectly with every qualification listed. We are committed to building a diverse and inclusive workplace, and we believe that diversity of perspectives and experiences is essential to our success. You may be just the right candidate for this role or another position within our organization. Don't hesitate to take the leap and apply today!
