Sr. Financial Analyst

Provide business and financial analysis to support company initiatives and act as financial advisor to the CFO and business functions.

• Act as financial advisor to assigned business functions.
• Interact with business functions to gain insights into their key performance indicators (KPI) and drivers; provide analysis and guidance to business functions to meet their goals and objectives in order to support corporate initiatives.
• Prepare and present meaningful, impactful and timely business and financial analysis to guide CFO, FP&A Management and business functions to improve operating and financial performance.
• Advise CFO and FP&A Management of risks and opportunities in order to meet company financial objectives.
• Lead financial review and discussions with business functions to guide forecast and budget preparations and improve the accuracy and reliability of projections. Interact with business functions and Accounting to understand and explain actual versus forecast and budget variances.
• Review and improve the quality of KPI reporting to the Executive Management Team and Board of Directors.

While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business.

About the Role:
We are seeking a highly motivated and detail-oriented Sr. Financial Analyst to join our Finance team, with a strong focus on reconciling financial and operational data across various systems, researching variances and getting them corrected. This role plays a key part in ensuring the accuracy and consistency of financial reporting, supporting month-end activities, ad hoc projects and enabling insightful financial analysis.

Must Have:

• Hands-on Reconciliations experience

• Ability to research variances

• Attention to detail

• Proactive mindset

• English Fluency

Key Responsibilities:

• Reconcile financial and operational data between Salesforce, ERP (e.g., Oracle, NetSuite), DWH, and other reporting tools.
• Work with large datasets to analyze and interpret financial results, identify trends, and flag discrepancies or anomalies.
• Collaborate closely with Sales, Sales Operations, and other non-finance stakeholders to resolve data issues
• Develop and maintain reconciliation templates, reports, and dashboards as needed.
• Support month-end close processes including preparation and validation of key reports, variance analysis, and coordination with accounting.
• Assist in forecasting and budgeting efforts, collaborating with the FP&A team to consolidate input and deliver insights.
• Work on ad-hoc projects.
• Identify and implement process improvements and automation opportunities to enhance data integrity and efficiency.
• Operate with a high degree of independence in a fast-paced, evolving environment.

Qualifications:

• BS degree in Accounting/Finance or related majors required

• Minimum 5 years’ experience in Financial Analysis, FP&A, or a similar analytical finance role.
• Demonstrated experience reconciling data across complex systems (Salesforce, ERP, DWH).
• Proficiency in Excel and strong data manipulation skills; familiarity with BI tools (e.g., Power BI, Tableau) is a plus.
• Experience with financial and operational systems like Salesforce, Oracle, NetSuite, or Hyperion preferred.
• Strong analytical and problem-solving skills with high attention to detail.
• Comfortable working in ambiguity and developing structure where it doesn’t yet exist.
• Effective communicator with the ability to translate financial concepts for non-finance audiences.
• Self-starter who thrives in cross-functional environments and can manage multiple priorities independently.

• BS degree in Accounting/Finance or related majors required
• MBA or CPA preferred; international experience a plus
• Minimum 5-7 years of experience in a finance department with minimum 3 years of experience in business and financial planning and analysis
• Aptitude for business in order to model business requirements in a financial planning system or prepare financial modeling in EXCEL
• Detail orientation with the ability to see the big picture and work with little supervision
• Strong and effective communication skills and ability to work with non-finance people
• High proficiency in EXCEL and PowerPoint; Strong system skills with ERP such as Hyperion, Oracle, NetSuite, MS Dynamics/Great Plains
• Solid accounting knowledge

Tungsten Automation is an Equal Opportunity Employer M/F/D/V