Senior Financial Analyst jobs in United States
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UHY-US · 4 days ago

Senior Financial Analyst

UHY-US is seeking a Senior Financial Analyst to join their team. The role focuses on supporting financial planning and forecasting, analyzing customer trends, and providing insights on profitability and financial performance.

AccountingAdviceConsultingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Support monthly, quarterly, and annual planning and forecasting cycles with a focus on customer-level sales, margins, and profitability
Prepare variance analyses versus budget, forecast, and prior periods, highlighting key drivers and trends
Develop and maintain customer-level profitability models and dashboards
Analyze customer trends including sales mix, pricing changes, and contribution margins
Partner with Sales and Commercial teams to evaluate pricing actions, discounts, rebates, and customer programs
Assess the financial viability of new business opportunities, renewals, and commercial initiatives
Review customer financial performance and provide insights on risk and opportunity
Consolidate and validate data from ERP, CRM, and reporting systems to ensure accuracy and consistency
Maintain customer performance reports and KPIs; present insights to senior leadership
Automate recurring reports and improve data collection and visualization processes
Provide financial support for contract negotiations to ensure alignment with profitability targets
Support ad hoc analyses and strategic projects, including customer segmentation and cost-to-serve analysis
Identify and recommend process improvements across finance and commercial functions

Qualification

Financial modelingExcelCommercial financeERP systemsFinancial analysisPowerPointData managementAnalytical skillsProcess improvementCustomer-focused FP&AFinancial statements interpretationPresentation skills

Required

3–5 years of experience in customer-focused FP&A or commercial finance
Bachelor's degree in Finance, Accounting, or a related field
Experience analyzing customer or product-level profitability and interpreting financial statements
Ability to present financial insights through clear, structured reporting and presentations
Advanced proficiency in Excel and PowerPoint
Experience with ERP systems (e.g., SAP, Oracle, or similar)
Strong financial modeling, data management, and analytical skills

Preferred

MBA or professional certification (CPA, CMA, CFA) preferred

Company

UHY-US

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UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market.

H1B Sponsorship

UHY-US has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (4)

Funding

Current Stage
Late Stage
Total Funding
$19.67M
Key Investors
Summit Partners
2024-12-03Private Equity
2022-08-05Series Unknown· $4.61M
2021-07-16Series Unknown· $2.02M

Leadership Team

S
Steven McCarty
Chairman & Chief Executive Officer at UHY Advisors, Inc.
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Company data provided by crunchbase