Senior Financial Analyst – Industrial & Project-Based Operations

Segrera Associates
Clearwater, FL

Senior Financial Analyst

Overview

We are looking for an experienced Senior Financial Analyst to join a growing organization and serve as a key business partner to leadership. This individual will be responsible for financial analysis, forecasting, budgeting, reporting, and strategic decision support. The role requires a strong analytical mindset, the ability to interpret large data sets, and the confidence to provide recommendations that influence business decisions.

This position offers the opportunity to work cross-functionally with operational and executive teams to improve financial performance, identify growth opportunities, and support long-term business objectives.

Primary Responsibilities

Financial Analysis & Reporting

  • Develop and maintain financial models to support budgeting, forecasting, and long-range planning activities.
  • Analyze business performance, financial results, and operational metrics to identify trends and improvement opportunities.
  • Prepare recurring and ad hoc financial reports for management and executive leadership.
  • Conduct variance analysis and provide insight into key drivers impacting performance.

Forecasting & Planning

  • Support annual budgeting and periodic forecasting processes.
  • Monitor financial performance against budgets and forecasts, highlighting risks and opportunities.
  • Assist with scenario planning and sensitivity analyses to support business decision-making.
  • Evaluate investments, expenditures, and business initiatives through financial analysis and ROI assessments.

Business Partnership

  • Collaborate with leaders across finance, operations, and other departments to provide financial guidance and support.
  • Translate complex financial information into actionable recommendations for stakeholders.
  • Support strategic initiatives by providing analytical and financial insights.
  • Assist with special projects, operational reviews, and performance improvement initiatives.

Process & Systems Improvement

  • Identify opportunities to improve financial reporting, planning processes, and data integrity.
  • Help streamline workflows and reporting tools to increase efficiency and visibility.
  • Contribute to the development of reporting dashboards and key performance indicators.

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
  • 5+ years of experience in financial analysis, FP&A, corporate finance, or a related field.
  • Strong financial modeling, forecasting, and analytical skills.
  • Advanced Excel skills and experience working with financial systems and reporting tools.
  • Ability to communicate effectively with both financial and non-financial stakeholders.
  • Strong organizational skills with the ability to manage multiple priorities and deadlines.
  • Demonstrated problem-solving abilities and attention to detail.
  • Experience presenting findings and recommendations to leadership teams.

Preferred Qualifications

  • MBA, CPA, CFA, or other relevant certification is a plus.
  • Experience within a construction, manufacturing, industrial, or project-driven environment is preferred but not required.
  • Familiarity with ERP systems, business intelligence platforms, and financial planning software.

What Success Looks Like

  • Delivering accurate and timely financial analysis that supports business decisions.
  • Building meaningful partnerships with leaders throughout the organization.
  • Improving financial visibility through reporting and forecasting enhancements.
  • Helping drive profitability, operational efficiency, and sustainable growth through data-driven insights.


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