Senior Financial Analyst

Overview

The Sr. Financial Analyst is responsible for leading financial planning and analysis for a specific area of 84 Lumber’s business and for guiding cross-functional projects from start to finish. This role partners closely with senior leaders in sales, operations and other functions to turn complex, and often ambiguous, business questions into clear analysis and recommendations that support strategic, operational and tactical decisions. The Sr. Financial Analyst will collaborate with the broader Finance team to deliver accurate, insightful budgeting, forecasting and performance reporting, and will provide guidance to analysts and interns on the team.

Responsibilities

Responsibilities

• Serve as the finance business partner for an assigned area of the business, owning its budget, forecast, performance reporting and analysis.
• Lead cross-functional projects and initiatives from scoping through delivery, including defining objectives, managing timelines and communicating status to stakeholders.
• Structure ambiguous business problems, determine the analytical approach and deliver actionable recommendations to senior leaders.
• Lead key components of the annual budget, rolling forecast and long-range plan for the assigned area.
• Design and build financial models, business cases and scenario analyses to support strategic decisions, investments and capital projects.
• Prepare monthly and quarterly performance commentary for senior management, explaining variances and identifying performance drivers, risks and opportunities.
• Provide acquisition support, including valuation modeling, due diligence and integration tracking.
• Define and improve reporting standards, KPIs and scorecards for the assigned areas, and lead automation and process improvement efforts.
• Ensure data integrity and consistency across reports, models and source systems.
• Serve as a subject matter expert on the assigned business area, providing guidance to internal teams as needed.
• Review work, coach and share best practices with Financial Analysts, Jr. Financial Analysts and interns.
• Present findings and recommendations to senior finance and business leaders, including the CFO as needed.

Supervisory Responsibility

This position does not have direct supervisory responsibilities, but is expected to provide day-to-day guidance and mentorship to analysts and interns.

Work Environment

The incumbent is located in a busy office area and is faced with constant interruptions on a regular basis. Role is onsite 5 days a week

Physical Demands

This position requires frequent sitting, use of hands, talking and listening. Periodically this position walks, stands and reaches. Rarely, this position climbs, balances, stoops, kneels, crouch or crawl.

Position Type/Expected Hours of Work

This is a full-time position. Hours of work are generally standard business hours, with additional time required during month-end close, budgeting and forecasting cycles.

Travel

Limited travel is expected for this position.

Qualifications

Qualifications

• Advanced Excel and financial modeling
• Proficient in A.I. tools and use
• Business intelligence / data visualization tools (such as MicroStrategy, Power BI or Tableau)
• Project Management Software

Preferred Education and Experience

• Bachelor’s degree in Finance, Accounting, Business, Economics or a related field. MBA, CPA or CFA a plus.
• Five to seven years of professional experience in financial planning and analysis or a related financial role, including leading projects.
• Experience with ERP, budgeting and forecasting systems and data analysis tools.
• Strong understanding of financial modeling, variance analysis, forecasting and performance measurement.
• Demonstrated ability to work independently on ambiguous problems and partner with senior business leaders.
• Excellent written and verbal communication skills with exceptional attention to detail.
• Highly organized with the ability to manage multiple projects and meet deadlines in a fast-paced environment.

Qualifications

• Advanced Excel and financial modeling
• Proficient in A.I. tools and use
• Business intelligence / data visualization tools (such as MicroStrategy, Power BI or Tableau)
• Project Management Software

Preferred Education and Experience

• Bachelor’s degree in Finance, Accounting, Business, Economics or a related field. MBA, CPA or CFA a plus.
• Five to seven years of professional experience in financial planning and analysis or a related financial role, including leading projects.
• Experience with ERP, budgeting and forecasting systems and data analysis tools.
• Strong understanding of financial modeling, variance analysis, forecasting and performance measurement.
• Demonstrated ability to work independently on ambiguous problems and partner with senior business leaders.
• Excellent written and verbal communication skills with exceptional attention to detail.
• Highly organized with the ability to manage multiple projects and meet deadlines in a fast-paced environment.

Responsibilities

• Serve as the finance business partner for an assigned area of the business, owning its budget, forecast, performance reporting and analysis.
• Lead cross-functional projects and initiatives from scoping through delivery, including defining objectives, managing timelines and communicating status to stakeholders.
• Structure ambiguous business problems, determine the analytical approach and deliver actionable recommendations to senior leaders.
• Lead key components of the annual budget, rolling forecast and long-range plan for the assigned area.
• Design and build financial models, business cases and scenario analyses to support strategic decisions, investments and capital projects.
• Prepare monthly and quarterly performance commentary for senior management, explaining variances and identifying performance drivers, risks and opportunities.
• Provide acquisition support, including valuation modeling, due diligence and integration tracking.
• Define and improve reporting standards, KPIs and scorecards for the assigned areas, and lead automation and process improvement efforts.
• Ensure data integrity and consistency across reports, models and source systems.
• Serve as a subject matter expert on the assigned business area, providing guidance to internal teams as needed.
• Review work, coach and share best practices with Financial Analysts, Jr. Financial Analysts and interns.
• Present findings and recommendations to senior finance and business leaders, including the CFO as needed.

Supervisory Responsibility

This position does not have direct supervisory responsibilities, but is expected to provide day-to-day guidance and mentorship to analysts and interns.

Work Environment

The incumbent is located in a busy office area and is faced with constant interruptions on a regular basis. Role is onsite 5 days a week

Physical Demands

This position requires frequent sitting, use of hands, talking and listening. Periodically this position walks, stands and reaches. Rarely, this position climbs, balances, stoops, kneels, crouch or crawl.

Position Type/Expected Hours of Work

This is a full-time position. Hours of work are generally standard business hours, with additional time required during month-end close, budgeting and forecasting cycles.

Travel

Limited travel is expected for this position.