Job Description

The Senior Financial Analyst at Richardson + Challenger is a key player in driving the organization’s financial planning, analysis, and decision support. This role analyzes financial data, develops accurate forecasts, supports budgeting processes, and provides strategic, actionable insights and analysis to senior leadership. The ideal candidate will possess strong analytical skills, attention to detail, and the ability to communicate financial information clearly and effectively. The Senior Financial Analyst will report to the VP of FP&A and have a critical role in assessing and enhancing the company’s performance, with great opportunities for professional growth and exposure to senior leadership.

Total Compensation: 75-85k depending on experience

Key Responsibilities:

• Assist senior Finance leadership in producing the Monthly Management Letter and other external communication decks.
• Conduct financial analysis and enhance the company’s financial models to support strategic business decisions.
• Develop, update, and maintain P&L forecasts, budgets, and variance analyses to ensure alignment with company goals.
• Collaborate with business leaders to translate operational needs into valuable financial insights and actionable recommendations.
• Analyze P&L trends to identify opportunities for process improvements.
• Prepare and assist in preparing monthly, quarterly, and annual financial reports, ensuring accuracy and meeting deadlines.
• Support the financial budgeting process, including year-end strategic planning and scenario analysis.
• Evaluate financial performance by comparing actual results to forecasts and benchmarks, identifying variance drivers.
• Work closely with Finance team members and cross-functional teams to ensure the accuracy and integrity of financial data within the reporting framework.
• Perform ad hoc financial analysis and assist with special projects to support decision-making.
• Collaborate with Finance team members to manage timely updates and reports within the Business Intelligence tool suite (e.g., PowerBI, Tableau).
• Assist in managing the pricing and quotation processes, ensuring alignment with financial objectives and profitability goals.
• Work with cross-functional teams (e.g., Sales, Marketing, Operations) to adapt financial insights to their specific needs and objectives.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Understanding of financial statements (P&L, balance sheet, cash flow) and financial reporting.
• Minimum of 3+ years of experience in financial analysis, FP&A, or a similar role, with a proven track record of supporting business decision-making.
• Experience with forecasting, budgeting, and providing variance analysis to support financial planning processes.
• Advanced proficiency in Excel and financial modeling; experience with financial systems and ERP (e.g., NetSuite, Adaptive Insights, or similar) is mandatory.
• Experience working with Business Intelligence tools such as PowerBI, Tableau, or similar platforms for data analysis and reporting is preferred.
• Strong analytical skills with the ability to work with large datasets, identify key trends and present actionable insights.
• Attention to detail and solid problem-solving skills to efficiently detect and resolve issues.
• Strong communication and interpersonal skills, with the ability to translate financial information into clear insights for diverse audiences.
• Ability to work independently and collaboratively in a fast-paced, remote, and dynamic environment.
• Experience with PowerPoint or Google and building financial insights for senior leadership or external stakeholders.
• Knowledge of data visualization best practices to effectively present and communicate data insights.

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