Senior Finance Analyst

Position Summary:

We are seeking a Senior Finance Analyst to play a highly visible role supporting financial planning, forecasting, and strategic analysis across the organization. This role goes beyond traditional FP&A, with broad exposure to operating performance, value creation initiatives, and executive-level decision support. You will partner closely with functional leaders across Operations, Technology, and G&A to drive financial discipline, improve forecasting accuracy, and deliver actionable insights. This role will also support board and investor reporting in a private equity-backed environment.

Financial Planning & Analysis

• Support OPEX forecasting, budgeting, annual budgets, long-range plans, and rolling forecasts across multiple functional areas, in partnership with business leaders
• Build and enhance financial models to support strategic initiatives, pricing, and investment decisions

Business Operations & Strategic Support

• Partner cross-functionally with Operations, Technology, and G&A leaders to improve financial visibility and accountability
• Support ad hoc analyses and strategic projects as needed

Performance Management

• Analyze financial and operational performance to identify key drivers, risks, and opportunities
• Conduct monthly variance analysis and provide clear, actionable insights to senior leadership

Stakeholder Communication

• Support board and investor reporting, including preparation of materials
• Develop narrative insights and present findings to senior leadership

Process Improvement & Risk Management

• Support process improvements across FP&A, including reporting automation and forecasting methodologies
• Contribute to private equity value creation initiatives, including cost optimization and operational efficiency efforts

Collaboration & Team Culture

• Collaborate across finance and business teams to share knowledge and support shared goals
• Contribute to a collaborative, high-performing team culture aligned with EverDriven’s mission

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 3–5+ years of experience in FP&A, corporate finance, investment banking, consulting, or related roles
• Strong experience in financial modeling, forecasting, and variance analysis
• Demonstrated ability to partner with cross-functional stakeholders
• Experience in a private equity-backed, high-growth, or technology-enabled business preferred
• Advanced Excel skills required; experience with PowerPoint, NetSuite, and BI tools (e.g., Power BI) preferred
• Strong analytical, communication, and problem-solving skills

Benefits:

• Medical, Dental, Vision insurance
• Virtual Doctor Visits with $0 Co-Pay
• Life Insurance (company paid)
• Short Term Disability Insurance (company paid)
• Long-Term Disability Insurance (company paid)
• Flexible Time Off (FTO)
• Paid Holidays
• Paid Time to Volunteer
• Flex Spending Account (FSA)
• 401K Plan (with an awesome employer match!)
• Employee Assistance Program
• Employee Discounts Program