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Senior Financial Analyst





About the Company

InformData is seeking a Senior Financial Analyst to join the FP&A team. Reporting to the Head of FP&A, this role will support critical FP&A processes, including Annual Operating Plan (AOP), forecasting, monthly-close, management reporting, etc.

About the Role

The candidate will have a proven track record serving as Finance partner, delivering results, and passion for enabling financial processes. This role will play a key role in developing standardized and scalable reporting solutions for the business. The candidate will have strong problem-solving skills and capabilities in financial reporting and modeling. The successful candidate will also have knowledge of common systems used for planning and reporting and how to apply to InformData. Additionally, the candidate requires attention to detail and comfort working in an unstructured, fast-paced environment with many changing and competing priorities.

Key Responsibilities

  • Assist with all aspects of planning, forecasting, trend analysis, and presenting financial performance to key business stakeholders

  • Serve as Finance Partner for Department owners, maintaining relationship with business owners

  • Prepare and execute financial analyses and models for financial statements (IC / BS / SCF) to produce monthly, quarterly, and annual forecasts

  • Understand the FP&A team’s current reporting systems and identify and lead areas of improvement and simplification

  • Demonstrate working knowledge of GAAP and drive alignment with accounting during month end close to ensure accurate business performance

  • Work collaboratively and cross functionally with other departments and managers

  • Manage and execute on multiple priorities and deadlines in a fast-paced environment

  • Ad-hoc modeling, analysis, and reporting, as needed


  • Bachelor's Degree in Accounting or Finance, MBA is a plus

  • 3-5+ years’ experience in Corporate FP&A working on budgeting and forecasting, along with knowledge of reporting, process management, data modeling

  • Background at Big 4 and / or PE portfolio company preferred

  • Excellent analytical and problem-solving skills

  • Strong verbal and written communication skills

  • Advanced Excel, PowerPoint skills

  • Superb attention to detail and a strong commitment to data integrity

  • Ability to manage multiple deliverables and competing priorities

  • Comfortable working with ambiguity in a dynamic, fast-paced environment

  • Ability to work well with internal teams to extract business needs and reporting requirements

  • Demonstrated experience with ERP (Netsuite), Consolidation (Fathom), Forecasting/Planning (Vena, Adaptive), and Reporting systems

Additional Information


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