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
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
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
