Senior Financial Analyst

US-MA-Cambridge
Category
Accounting/Finance

Overview

 

Fuel your intellectual curiosity and professional growth. Forrester is an idea company, where smart, motivated, curious people bring a diversity of opinions and the courage of their convictions to collaborate on ideas that change the course of business. Most of all, bring a point of view; here, every voice has value. At Forrester, you’ll work with innovative clients at emerging and established brands; these are the business and technology leaders we inspire and who inspire us. The Forrester experience is built on a singular, powerful purpose: to challenge thinking and lead change.

 

The Senior Financial Analyst is a key partner to business unit leaders and provides forward-looking decision support to them by conducting and effectively presenting insightful planning and analysis. The Senior Financial Analyst leads or contributes meaningfully to the following critical processes for his or her assigned business units:

  • Annual operating budget
  • Monthly rolling forecast
  • Monthly accounting close and financial review
  • Weekly resource planning
  • Special projects: business cases, process optimization, M&A support, etc.
  • Elevate financial acumen of business partners

Responsibilities

  • Engage as a business partner with the leaders of the business units assigned to you and maintain a productive relationship that improves understanding of the key business drivers and facilitates fluid and effective decision-making
  • Project manage annual planning process for assigned business units
  • Assist the monthly and quarterly accounting close by reviewing and reconciling financial results, including bookings, revenue, and expenses as appropriate
  • Update monthly rolling forecast in collaboration with business unit leaders
  • As part of monthly financial review process, document and present to business unit and finance leadership 1) variance analysis and commentary for actual results compared to plan and to prior year, and 2) updated rolling forecast summary including risks, opportunities, and actionable course correction recommendations
  • Participate in weekly resource planning process, ensuring optimization of available talent and non-people resources
  • Maintain assigned databases in FP&A planning system related to monthly close and management reporting
  • Evolve financial forecasting and planning models to ensure forecast accuracy and quality are always improving
  • Contribute to special projects such as strategic planning, process optimization, business case preparation, external benchmarking, M&A support, etc.
  • Help to improve the financial acumen of your business partners and their teams

Qualifications

  • A bachelor’s degree in accounting or finance with five to eight years of related business experience; MBA or post-graduate degree a plus
  • A polished professional with outstanding presentation skills who pursues knowledge of the business and industry to produce insightful analysis to support the decision-making process
  • A strategic thinker with a sense of urgency, a commitment to quality and the ability to independently prioritize the most impactful tasks in a fast-paced environment
  • A team player who has demonstrated the ability to partner with the C-level, is comfortable coaching and being coached, and will elevate the team
  • Expert knowledge of Excel (sophisticated modeling, manipulating and analyzing large data sets, etc.)
  • A solid understanding of database structure (CRM, data warehouse, ERP, etc.) and experience with a variety of financial systems
  • Experience with public midsize service/consulting organizations a plus

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FLSA Status: 

 

Exempt

 

Forrester Research, Inc. is an Equal Opportunity/Affirmative Action Employer that is committed to equal employment opportunity for all qualified individuals without regard to race, color, religion, national origin, ancestry, sex, age, disability, sexual orientation, gender identity and expression, marital status, genetic information, military service, veteran status, or any other status protected by applicable law. Minorities, Women, Individuals with Disabilities, and Veterans are especially encouraged to apply.

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