Senior Financial Analyst

Description

Who We Are:

See your future in our future! An independent systems integrator, InflexionPoint specializes in process control, manufacturing intelligence, cyber security, and industrial networking. InflexionPoint provides services and solutions from initial requirements definition and system design through the implementation and commissioning of plant-wide systems. The cornerstone of our commitment to building long-term relationships with our customers is making every interaction an outstanding experience. At each step we strive to create lasting relationships built on quality, service, and responsiveness.

The Role:

We are seeking a seasoned Senior Financial Analyst to deliver critical financial insights that support strategic decision-making. This role involves deep financial analysis, forecasting, budgeting, and reporting, with a strong emphasis on aligning financial strategies with company goals. The ideal candidate will possess a robust understanding of both company and project financials and experience presenting their findings and recommendations to company leadership for use in strategic decision-making and financial planning. 

Responsibilities: 

Budgeting, Forecasting & Reporting

• Assist in developing project budgets and forecasts in collaboration with stakeholders.
• Perform financial forecasting, operational metrics tracking, and scenario analysis.
• Prepare and present financial reports, including P&L statements, budget vs. actuals, variance analysis, and cash flow projections.
• Support leadership reviews with clear, data-driven insights and recommendations

Project Costing & Financial Analysis

• Collaborate with project managers to establish accurate budgets and cost estimates.
• Monitor and analyze project costs throughout the lifecycle, identifying variances and recommending corrective actions.
• Conduct profitability, margin, and variance analyses to optimize project performance and resource allocation.
• Ensure compliance with revenue recognition standards (e.g., ASC 606) by reviewing contracts and applying appropriate methods.

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Data Modeling & Decision Support

• Compile and analyze financial data to create models that support strategic decision-making.
• Evaluate financial performance by comparing actual results with plans and forecasts.
• Recommend actions based on trend analysis, comparative studies, and proposed changes in methods or materials.

Process Improvement & Automation

• Identify and implement process improvements to enhance accuracy, efficiency, and control in financial operations.
• Develop and maintain automated tools, dashboards, and reports to streamline forecasting and reporting.

ERP & Systems Management

• Utilize NetSuite or similar ERP systems to manage project transactions, budgets, and reporting.
• Provide training and support to end-users and ensure data integrity across systems.

Compliance & Audit Support

• Ensure adherence to GAAP, internal policies, and regulatory requirements.
• Support internal and external audits by preparing documentation and providing financial explanations.

Cross-Functional Collaboration

• Partner with teams across operations, procurement, and project management to align financial strategies with business goals.
• Provide financial insights to support cost control, resource planning, and strategic initiatives.

Market & Competitive Analysis

• Conduct market research and competitive benchmarking to inform financial planning and business strategy.
• Analysis of external economic conditions and their impact on business operations (e.g. inflation, interest rates, exchanges rates, tariffs, etc.)

Requirements

Qualifications:

• Bachelor’s degree in Finance, Accounting or related field; CPA, CFA or MBA preferred.
• 3–5 years of experience in financial analysis, project finance, or related roles.
• Proven expertise in financial modeling, forecasting and budgeting.
• Strong analytical skills with exceptional attention to detail and accuracy.
• Exceptional presentation and communication skills, especially with non-financial stakeholders.
• Solid understanding of revenue recognition principles (e.g., ASC 606) and cost accounting.
• Skilled in financial reporting, data analysis, and delivering actionable insights.
• Demonstrated ability to lead projects and collaborate across departments.
• Knowledgeable in corporate finance, financial regulations and current economic trends.
• Proven track record of driving process improvements and implementing best practices.
• Comfortable working in fast-paced, dynamic environments with shifting priorities.
• Proficient in Microsoft Excel, financial software, and ERP systems (NetSuite preferred).