Sr. Financial Analyst

Job Description

THE POSITION:

The Senior Financial Analyst is responsible for supporting client portfolios (revenue, forecasting reporting and billing) while ensuring budgetary compliance and accuracy. Reporting to the Finance Manager - Agency, the role owns the monthly client forecast (including SMTM updates), variance analysis, and reconciliations for assigned clients, supports the annual budget, partners with Account Management, Project Management, and Finance Leaders, and uses AI and automation to improve processes.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
Our employees are tasked with delivering excellent business results through the efforts of their teams. These results are achieved by:

• Support the Finance Manager in running the annual budget and monthly forecast cycles (SMTM and quarterly reforecasts, e.g. 9+3), owning the inputs for assigned clients and coordinating with AMs, PMs, and Finance LeadersOwn monthly variance analysis, explaining drivers behind results and recommending actions
• Bridge the current forecast to the locked forecast (e.g. 9+3) by client and SMTM line, and document material changes received after the forecast is locked
• Perform and review monthly account reconciliations, resolving discrepancies in a timely manner
• Oversee the team budget tracker, reviewing it often for accuracy and completeness and correcting errors or inconsistencies with project owners
• Follow up on weekly reporting with project and operational teams, investigating variances and ensuring issues are resolved before period close
• Actualize the client forecast as each period closes, and update it for newly signed contracts, change orders, scope changes, and resourcing shiftsSupport monthly client billing and intercompany billing schedules for assigned clients, tying billing to MSAs, SOWs, and change orders
• Respond to ad hoc requests from finance leaders and operations for data pulls and analysis
• Contribute to the development of specialized financial data and budget preparation
• Help develop, document, and implement finance policies and procedures, and recommend improvements
• Build, document, and continuously improve complex Excel-based financial models and reporting tools
• Partner directly with operational personnel and senior leadership, presenting findings clearly to non-finance audiences
• Improve reporting and planning processes through automation and better tooling (D365, Adaptive, Power BI)
• Use AI tools (such as Microsoft Copilot and other approved platforms) to automate recurring reporting, accelerate variance commentary, and speed up data analysis and reconciliations
• Identify opportunities to embed AI into budgeting, forecasting, and close processes, and help the team adopt them
• Validate AI-generated outputs for accuracy and apply sound judgment on data privacy and appropriate use
• Demonstrate a commitment to diversity, equity, and inclusion through continuous development, modeling inclusive behaviors, and proactively managing bias.
• All other duties as assigned

Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of EVERSANA to provide reasonable accommodation when requested by an employee with a disability, unless such accommodation would cause an undue hardship for EVERSANA. If reasonable accommodation is needed to perform the essential functions of your job position, please contact Human Resources.

EXPECTATIONS OF THE JOB:

• Travel (0%)
• Hours (40 hours per week, Monday through Friday)

The above list reflects the general details necessary to describe the expectations of the position and shall not be construed as the only expectations that may be assigned for the position.

An individual in this position must be able to successfully perform the expectations listed above.

Qualifications

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES:

The requirements listed below are representative of the experience, education, knowledge, skill and/or abilities required.

• Bachelor’s degree or equivalent education plus professional experience required
• Three to five years of experience in a finance role, preferably in an agency environment
• Understands clients’ business, targets and how Intouch can elevate their business
• Advanced Excel skills
• Working knowledge of client Master Service Agreements (MSAs), SOWs, and change orders
• Understanding of data analysis and forecasting
• Working knowledge of MS Office (emphasis on Excel and PowerPoint)
• Experience with Dynamics 365, Adaptive Planning, or Power BI is a plus
• Knowledge of Generally Accepted Accounting Principles (GAAP)
• Attention to detail and problem-solving ability
• Ambitious, proactive and self-motivated
• Well-organized with ability to prioritize
• Has excellent communication (internal/external) and interpersonal skills
• Actively listens to others and helps problem-solve using diplomacy, fairness, firmness and sound judgement
• Establishes and maintains effective working relationships with internal and external partners
• Willingly accepts new responsibilities and adapts well to change

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