Job Description
Day to Day:
Insight Global is seeking a Senior Financial Analyst for a top financial-services and credit-union client. This individual will join an evolving finance organization and play a key role in strengthening its FP&A, forecasting, reporting, and business intelligence capabilities. The Senior Financial Analyst will partner with business leaders to analyze complex financial and operational data, build scalable models and dashboards, automate reporting processes, and provide actionable recommendations that support strategic decision-making. The ideal candidate combines strong traditional FP&A expertise with hands-on data analytics and visualization experience and is comfortable presenting insights to executive stakeholders. This is an exciting opportunity to help modernize financial processes and build capabilities within a complex, forward-thinking organization.
Lead budgeting, forecasting, and long-range planning activities across the organization
Partner with department leaders to develop financial assumptions, forecasts, and performance targets
Build and maintain financial models, forecasting tools, scenario analyses, dashboards, and automated reporting solutions
Extract, transform, and analyze financial and operational data from multiple systems
Perform variance, profitability, and trend analyses to identify risks, opportunities, and key performance drivers
Develop business intelligence solutions that improve visibility into financial performance and KPIs
Prepare executive-level reports, presentations, financial packages, and strategic recommendations
Support business cases, strategic initiatives, ad hoc analyses, and management requests
Help create and automate new finance processes as the department continues to scale
Revamp existing reporting and forecasting processes, with significant transformation work expected during the first 6 to 12 months
Improve the standardization, accuracy, timeliness, and scalability of financial reporting
Collaborate across finance and operational teams to improve business performance and decision-making
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
5 to 8 or more years of experience in FP&A, financial analysis, business intelligence, accounting, or a related finance function
o 3 years of experience within banking, credit unions, or a closely related financial-services environment
o Strong traditional FP&A experience, including budgeting, forecasting, long-range planning, variance analysis, profitability analysis, and financial reporting
o Advanced Excel and financial modeling skills
Experience extracting, manipulating, and analyzing large financial and operational data sets from multiple systems
o Hands-on business intelligence and data-visualization experience using Power BI and/or Tableau
o Ability to develop dashboards, automated reports, forecasting models, scenario models, and executive-level financial packages
Strong communication, presentation, analytical, and problem-solving skills and ability to present to executive level leadership
Bachelor's degree, preferably in business, finance, accounting, analytics, or a related field - Experience with Axiom, including Axiom tools within the Strata platform
Experience with Prologue general-ledger tools
Familiarity with Jack Henry Symitar core banking systems
SQL knowledge
Compensation:
$97-120K annually
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
