Required Qualifications:
- Education: Bachelor's degree
- 7 years : Financial Planning & Analysis (FP&A) expertise
- Advanced Excel and financial modeling skills
- Experience owning enterprise level FP&A reporting, forecasting, or planning processes
- Strong analytical and financial modeling capabilities with sound business judgment
- Proven ability to independently manage complex analyses and competing priorities
- Knowledge of PeopleSoft General Ledger ecosystem
- Business Intelligence tools (Power BI preferred)
- Financial documentation, Maintain repository notes and insights
- Trend reporting preparation
- Data Analysis - Sources, compiles, and interprets data
- OneStream platform experience - desired (not required)
- Work in financial industry - desired (not required)
- Experience with Zoom AI
As a Senior Financial Analyst, you will lead and oversee financial analysis, forecasting, and reporting activities, providing strategic insights and recommendations to support executive decision-making within an organization.
Responsibilities:
• Serves as an analytic resource for assigned systems, products, or business units by providing advanced support
• Recommends improvements to current procedures, plans, and controls to achieve financial objectives, and assists in implementing recommended enhancements
• Generates pricing, profitability reports, or other documentation as needed
• May provide oversight for the work group through knowledge in the area of specialization
• Management of Rate Card Update Process to include loading new rate cards, changing existing loads and inactivating expired rate cards
• Gather data, analyze and produce reports on vendor rate card assignments
• Improvement of existing and development of new rate card production and management tools
• Manage rate card mass market updates
• Provide assistance with monthly new business volume reporting process
• Analyze rate card and special quote pricing request, utilizing existing pricing tools
• Complete other assigned task within BC FP&A/Pricing functions on as needed basis
• Trend reporting preparation
• Data Analysis - Sources, compiles, and interprets data
• Performs complex data analysis, effectively communicating and directing analysis output
• Reporting - Produces reports based on data analysis, company trends, and financial processes
• Conveys patterns, problems, and areas of improvement
• Conducts other internal reporting projects as needed
• May develop process enhancements based on reporting
• Operational Support - Provides advanced support to management, associates, and other key groups via analysis output and financial expertise
• Directs information and process updates across systems
• Serves as an analytics resource to wider organization or business units, offering guidance and participating in strategic initiatives
• May prepare documentation, presentations, or other materials for business purposes
• Financial Support - Tracks performance across assigned systems, products, or business units, and identifies issues limiting potential gains
• Assists management in implementing recommended changes, and in ensuring compliance
Qualifications
• Bachelor's Degree and 6 years of experience in Finance or Analytics OR High School Diploma or GED and 10 years of experience in Finance or Analytics
• Able to explain complex financial modeling analysis to a broad cross functional audience
• Ability to speak persuasively and with credibility
• Superior project management, organizational and time management skills Key Responsibilities
Financial Analysis & Performance Management
Lead analysis of financial performance across functions, business segments, products, and channels, identifying key drivers, risks, and opportunities
Own variance analysis versus plan, forecast, and prior periods, developing clear explanations and implications
Translate complex financial results into concise, decision ready insights for senior stakeholders
Challenge assumptions, assess trade‑offs, and provide recommendations to management
FP&A Reporting & Enablement
Own the structure, content, and evolution of core FP&A reporting packages used across the Finance organization
Ensure reporting accuracy, consistency, and relevance across all FP&A deliverables
Identify and lead enhancements to reporting processes, automation, and scalability
Partner with stakeholders to align reporting outputs with leadership needs
Operational & Strategic Support
Serve as a primary financial partner to business leaders and cross-functional teams
Prepare executive level presentations, dashboards, and materials for business reviews and planning discussions
Lead special analytical projects and continuous improvement initiatives within FP&A
Skills: - Preferred Experience
Experience in financial services or a regulated business environment
Business intelligence and data visualization experience (e.g., Power BI, Tableau, or similar tools)
Advanced Excel and financial modeling skills
Experience owning enterprise level FP&A reporting, forecasting, or planning processes
Strong analytical and financial modeling capabilities with sound business judgment
Proven ability to independently manage complex analyses and competing priorities
Ability to communicate financial insights clearly and persuasively to senior, non‑financial audiences
Strong organizational, project management, and stakeholder management skills
Keywords:
Education: - Bachelor's degree with typically 3-5 years of experience in FP&A, Finance, or Analytics
What We Do
Microsoft Gold Certified Partner | Trusted Adviser MetaOption is a technology services firm specializing in business applications and cloud solutions. We help mid-market and enterprise customers solve their business challenges through strategic consulting services, innovative offerings and industry-specific solutions built on the latest technologies. Services: - Microsoft Dynamics 365 Business Central - Microsoft Dynamics 365 Business Central On-Premise (NAV 2018) - Dynamics NAV 2018, 2017, 2016, 2013 R2, 2009 Customization, Support - Dynamics Business Central/NAV Integration, Upgrade, Reporting - Microsoft Dynamics 365 (CRM) - Microsoft BI - Jet Reports - EDI Integration - Microsoft Dynamics Hosting - Microsoft Dynamics Staffing Industry Solutions for Dynamics NAV / Dynamics 365 Business Central - Dynamics 365 Business Central/NAV Manufacturing ERP Solution for Job-based manufactures and integration with Engineering Systems - Dynamics 365 Business Central/NAV Pharma ERP Solution for Wholesalers, Distributors, and Manufacturers - Dynamics 365 Business Central/NAV Logistics ERP Solution - Dynamics 365 Business Central/NAV Telecom Master/Dealer ERP Solution Dynamics 365 Business Central/NAV Add-ons - Warehouse Management System (WMS) for Dynamics 365 Business Central/NAV with ADCS (Advanced Data Capture System) mobile solution - Pharma Track & Trace Add-on for Dynamics 365 Business Central/NAV - Barcode Add-on for Dynamics 365 Business Central/NAV - License Plate (Container Management) Add-on for Dynamics 365 Business Central/NAV - MetaDocs Document Management Add-on for Dynamics 365 Business Central/NAV
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