Senior Financial Analyst

Position Overview

The Senior Financial Analyst will play a key role in supporting financial reporting, modeling, and treasury-related activities. This individual will partner closely with finance leadership to provide data-driven insights, enhance reporting processes, and support ongoing operational and strategic initiatives.

The ideal candidate brings strong analytical capabilities, hands-on financial modeling experience, and the ability to operate independently while managing multiple priorities. Exposure to AI tools and automation within finance is a plus.

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Key Responsibilities

Financial Analysis & Forecasting

• Prepare and maintain loan and portfolio-level reporting, including reconciliations and roll-forwards
• Support budgeting, forecasting, and variance analysis processes
• Analyze financial and operational data to identify trends and support decision-making
• Build financial models from scratch to support business initiatives and scenario planning
• Conduct ad hoc analysis related to funding strategies and new program
• Assist in preparing liquidity reporting and performance dashboards
• Support development and maintenance of short-term cash flow forecasts (e.g., 13-week forecast)
• Contribute to analysis of investment and cash management activities
• Provide backup support for treasury operations, including cash positioning and transaction monitoring
• Assist in maintaining and improving treasury processes and documentation

Compliance

• Prepare and enhance recurring management reports and KPI tracking
• Support improvements in reporting efficiency, including automation and AI-driven solutions
• Assist with investor and compliance reporting requirements
• Monitor financial covenants and help identify potential risks
• Prepare reporting materials for senior leadership

Audit / Accounting Support

• Prepare audit schedules and supporting documentation
• Assist with audit coordination and responses to data requests
• Support reconciliations and financial data validation
• Help compile documentation for financial reporting requirements

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Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 6-8+ years of experience in financial analysis, treasury, or corporate finance
• Advanced Excel and financial modeling skills; strong PowerPoint capabilities
• Experience leveraging AI tools within finance workflows is a plus
• Familiarity with financial systems or reporting tools (e.g., BI platforms, treasury systems) preferred
• Strong analytical, organizational, and problem-solving skills
• Ability to manage multiple priorities in a fast-paced environment
• Strong communication skills and ability to collaborate across teams