Senior Financial Analyst

POSITION SUMMARY:

The Senior Financial Analyst will serve as a key finance partner to the Americas Go-To-Market organization, providing financial insight and decision support across sales performance, orders, and operational execution. This role is highly visible and will work closely with Sales, Operations, and Finance leadership to drive revenue growth, improve forecast accuracy, and enhance business visibility.

The ideal candidate combines strong financial acumen with systems expertise, leveraging tools such as Power BI, Salesforce, OneStream, Oracle, and Epicor to deliver actionable insights and scalable reporting solutions. Ideal candidate will possess the ability to maintain productivity, with minimal supervision.

KEY RESPONSIBILITIES

Partner with Americas Go-To-Market leadership to analyze sales performance, orders, backlog, and revenue trends

Support the consolidation, analysis, and reporting of monthly and quarterly financial results, forecasts, and key business drivers

Assist in the development of the annual budget and long-range (3-year) financial plan, with a focus on revenue and commercial drivers

Build and maintain Power BI dashboards to provide real-time visibility into sales, orders, and operational KPIs

Leverage Salesforce data to analyze pipeline, bookings, conversion rates, and forecast accuracy

Develop and enhance reporting that connects orders to revenue and operational execution

Prepare and distribute recurring reporting packages, including:

Weekly sales orders, backlog, and shipments reporting

Monthly consolidated financial results

Quarterly business performance reporting

Support the preparation of executive and Board of Directors materials

Leverage and expand OneStream capabilities to improve forecasting processes and reporting automation

Identify opportunities for process improvement, automation, and enhanced data visualization

Perform ad hoc analysis to support strategic commercial and operational initiatives

QUALIFICATIONS

Knowledge, Skills, and Abilities

Advanced proficiency in Microsoft Excel and PowerPoint

Experience with Power BI (or similar BI tools) for dashboard development and data visualization

Strong working knowledge of Salesforce reporting and data structures

Experience with ERP systems such as Oracle and/or Epicor

Experience with financial systems such as OneStream, Hyperion, or similar tools preferred

Strong analytical and problem-solving skills with the ability to translate data into actionable insights

Ability to manage multiple priorities in a fast-paced, deadline-driven environment

Demonstrated ability to improve processes and drive automation

Strong attention to detail and data accuracy

Effective communication skills with the ability to influence cross-functional stakeholders

Ability to work independently and maintain confidentiality

Education & Experience

Bachelor’s degree in Finance, Accounting, or related field

5+ years of relevant experience in FP&A, public accounting, or a manufacturing environment

Experience supporting commercial, sales, or revenue-focused functions strongly preferred

Experience in a multi-location or global organization preferred

PHYSICAL REQUIREMENTS

Ability to sit for extended periods of time

#IND

Maxcess is an equal employment opportunity employer. We do not discriminate on the basis of race, religion, sex, disability, age, pregnancy, national origin, sexual orientation, or any other characteristic protected by applicable law. We are committed to diversity and inclusion, and all qualified candidates are encouraged to apply.