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Senior Financial Analyst



IT, Accounting & Finance
Wakefield, MA, USA · Remote
Posted on Tuesday, September 12, 2023

The Senior Financial Analyst will be responsible for various tasks within the FP&A group, including developing the annual budget, forecasting the business on a monthly cadence, and driving in-depth analysis to support decision-making across the organization. This will be a fast-paced, dynamic role that offers exposure to the holistic FP&A function and will be an extremely visible role to executive leadership in our beautiful Wakefield, MA office.


  • Assist in the annual budgeting and monthly forecasting process
  • Partner with department stakeholders to track and refine annual operating plans
  • Prepare and present monthly P&L variance analysis for each department stakeholder
  • Analyze and transform data into a comprehensible and concise narrative for leadership
  • Provide business analysis and financial support on internal operations and strategic initiatives
  • Partner with department stakeholders to ensure optimal cost procurement and contract review
  • Develop processes that drive efficiency and profitability through business unit and client lens
  • Prepare ad hoc analysis for executive leadership
  • Collaborate with accounting to understand close cadence, purchasing processes and finance systems maintenance
  • Oversee work of Financial Analyst including training, mentoring, and reviewing all work processes.

Skills and Requirements:

  • 2-4 years of experience in Financial Planning & Analysis
  • Highly proficient in MS Excel and other MS Office products
  • Advanced financial modeling and analysis skills
  • Working knowledge of GAAP, as applied to financial reporting standards
  • Experience with the Income Statement, Balance Sheet, and Cash Flow
  • Strong interpersonal skills – comfortable partnering with business stakeholders and executive leadership
  • Excellent organizational, analytical, and critical thinking skills
  • Ability to thrive in a dynamic business environment that requires rapid learning, multitasking and prioritization of deliverables
  • Leadership experience mentoring or training a fellow colleague.
  • Exposure to NetSuite and Adaptive Insights a plus

Key Attributes:

  • Problem solver
  • Attention to detail
  • Excellent team player with emphasis on collaboration
  • Strong interpersonal skills
  • Energetic and self-motivated
  • Positive Attitude


  • Bachelor’s degree in Finance or Economics

Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information. #LI-onsite #LI-JH1