Senior Financial Analyst

At Kognitive Sales Solutions, we are committed to delivering innovative and data-driven sales strategies that fuel our clients’ growth. We are currently seeking a Senior Financial Analyst to join our team and help drive strategic decision-making through financial insights, reporting, and cross-functional collaboration. This is a unique opportunity to work directly with the executive team and influence financial processes at the organizational level.

Position Overview

As the Senior Financial Analyst, you will play a critical role in leading financial planning, reporting, and modeling across the organization. Reporting directly to the CEO, this role is ideal for a self-starter who thrives in a fast-paced environment and wants to build structure around budgeting, forecasting, and decision-making processes.

You’ll collaborate with department heads and our external accounting team to ensure timely and accurate financial reporting, build tools that empower leadership with insights, and support high-level planning conversations with clear, data-backed analysis.

Key Responsibilities

• Lead and support the annual budgeting process by gathering inputs, validating assumptions, and developing financial models

• Maintain and update rolling forecasts across revenue, expense, and margin categories

• Prepare planning scenarios to support strategic and operational decision-making

• Conduct variance analysis comparing actual results to budget and forecast

• Collaborate with the external accounting team to ensure accurate and timely monthly reporting and close

• Create clear and concise financial reporting packages for senior leadership

• Develop and maintain financial models to support margin tracking, cost analysis, and investment decisions

• Perform ad hoc financial analysis to support client proposals, pricing decisions, and business cases

• Monitor and analyze key financial KPIs to surface insights and identify trends

• Partner with the CEO and department leaders to gather data, share insights, and support business planning

• Assist in building tools, templates, and processes that enhance reporting accuracy and decision-making

• Coordinate with the external accounting firm on reconciliations and ensure compliance with internal controls

Requirements

Qualifications

• 3–5 years of experience in financial analysis, FP&A, or a related function

• Bachelor’s degree in Finance, Accounting, Economics, or a similar field

• Strong financial modeling and forecasting skills with advanced Excel proficiency

• Clear and confident communicator, able to translate financial data for non-financial stakeholders

• Highly organized and detail-oriented, with the ability to manage multiple priorities and deadlines

• Experience working independently and taking ownership of projects from start to finish

• Previous experience supporting small to mid-sized or entrepreneurial businesses is an asset

• Familiarity with accounting platforms or PowerBI tools is considered a plus

Benefits

• Direct exposure to the CEO and senior leadership team

• Hybrid work model with flexible work-from-home

• Competitive compensation package

• Growth opportunities in a fast-paced and expanding organization

Originally posted on Himalayas