Senior Financial Analyst
About the Role
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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.
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
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
F6670522-AP_1779456139
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Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
We look forward to working with you.