Senior Financial Analyst

Job Title:

Senior Financial Analyst – Leasing Portfolio

Work Location:

Hybrid

City Location:

Atlanta, GA; Dallas, TX; Detroit, MI; Houston, TX; Phoenix, AZ.

Position Overview

This role offers the opportunity to support the financial strategy of a rapidly growing, large-scale financial services organization. As a Senior Financial Analyst aligned to a leasing-focused portfolio, you will play a key role in financial planning, forecasting, and performance analysis.

You’ll translate complex financial data into actionable insights, partnering with cross-functional teams to drive informed decision-making and support continued business growth.

Key Responsibilities

• Own and enhance financial forecasting and planning models for a major revenue-generating business line, providing insights to guide investment and portfolio decisions.
• Partner with accounting and business teams to support month-end close, analyze results, and deliver forward-looking financial projections.
• Collaborate with pricing and commercial teams to evaluate long-term profitability and inform pricing strategies.
• Develop and maintain reporting and dashboards to track product and portfolio performance for leadership.
• Support annual budgeting and long-range financial planning processes.
• Serve as a financial advisor to cross-functional stakeholders, delivering insights and recommendations.
• Assist in the preparation of monthly, quarterly, and annual financial reporting packages.
• Identify opportunities to improve financial reporting efficiency through process enhancements and system utilization.
• Perform reconciliations between financial systems and underlying data sources.
• Contribute to executive-level presentations and business reviews.
• Evaluate financial risks and support compliance with applicable standards and regulations.
• Conduct ad hoc analysis and support special projects as needed.
• Maintain strict confidentiality of sensitive financial information.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field
• 4\+ years of experience in financial analysis, FP\&A, or accounting
• Advanced Excel skills (including data modeling and transformation tools)
• Strong analytical and problem-solving abilities with high attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Strong communication skills with the ability to work both independently and cross-functionally

Preferred Qualifications

• MBA or CPA
• Knowledge of U.S. GAAP and/or IFRS
• Experience in financial services, lending, or asset-based portfolios
• Experience with ERP systems and financial reporting tools
• SQL proficiency
• Experience with data visualization tools (e.g., Power BI, Tableau)

Additional Information

• Limited travel (up to 10%) may be required
• Candidates should be located within commuting distance of a major metropolitan area