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Senior Financial Analyst
Senior Financial AnalystCFS • Shelton, CT, US
Senior Financial Analyst

Senior Financial Analyst

CFS • Shelton, CT, US
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Senior Financial Analyst

Reports To : Senior Director of FP&A

Location : New Haven, CT-2 days on-site

Work Hours : 8a-5p

Full-Time / Part-Time : Full-Time

Salary Range : $80,000

Why This Opportunity?

  • Generous PTO Structure : Two weeks off during Winter Break when the entire organization shuts down, plus 20 PTO days, & paid holidays
  • Multi-State Presence : Serving communities across Rhode Island, Connecticut, and New York
  • Impactful Mission : Mission oriented organization serving a wide population
  • Collaborative FP&A Team : Small, focused team of 3-4 professionals
  • Hybrid Work Schedule : Two days per week in-office for flexibility and balance
  • Career Growth : Strong internal mobility and advancement opportunities

Responsibilities of Senior Financial Analyst :

  • Meet with Network teams and Executives to determine enrollment and school specific budgets for the next fiscal year
  • Prepare budget model for all schools and summarize regional needs
  • Provide inputs to maintain long-term budget model
  • Review each school for any items that are trending off from budget and communicate with owners as needed
  • Prepare initial analyses and draft materials for Board reporting, in partnership with the Senior Director
  • Lead budget meetings individually with each school to review process, answer questions, and ensure team is on track to balance budget for Board approvals
  • Take data that is approved regionally to load into Adaptive Planning in preparation for releasing budgets to schools and NS teams
  • Before each budget release and prior to the first forecast of the year, offer 1 : 1 office hour training with DSOs to learn about the process and how to use Adaptive Planning
  • Conduct variance analyses to identify key drivers of budget vs. forecast changes and prepare supporting narratives for management review
  • Preferred Experience of Senior Financial Analyst :

  • Bachelor's Degree in Accounting or Finance, or Associate with at least 3 years of experience.
  • 3 years of experience in a similar role, overseeing an entire budget preparation / forecasting process
  • Knowledge over budgeting, forecasting, accounting standard practices
  • Strong excel and analytical skills
  • Understanding of KPI's and financial metrics
  • #CBOCT2025

    #LI-OR1

    #LI-Hybird

    #ZRCFS

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