Senior Financial Analyst
Velociti, LLC
Location: Riverside, MO (On-Site)
Drive Strategy. Influence Decisions. Elevate Finance.
At Velociti, we’re not just tracking numbers—we’re using them to shape the future of our business. We’re looking for a Senior Financial Analyst who thrives on turning complex data into clear insights, influencing strategy, and driving smarter decisions across the organization.
This is a high-impact role where you’ll own core FP&A processes, lead advanced financial modeling, and partner directly with senior leadership. You won’t just report on the business—you’ll help guide it.
What You’ll Do
Own Financial Reporting & Close
- Lead the creation and delivery of monthly financial reporting packages across revenue, gross profit, SG&A, and EBITDA
- Partner closely with Accounting during month-end close to ensure accuracy, timeliness, and alignment
- Identify and resolve reporting inconsistencies while continuously improving processes
- Serve as the final Finance reviewer before leadership distribution
Turn Data into Insight
- Deliver deep variance analysis across actuals, budget, forecast, and prior year
- Translate financial results into clear, actionable business insights
- Proactively identify risks, trends, and opportunities that impact performance
Lead Forecasting & Planning
- Own and refine forecasting models across revenue, margin, and operating expenses
- Drive annual budgeting, including assumptions, coordination, and executive presentations
- Conduct scenario planning and sensitivity analysis to support strategic decisions
- Build models supporting investments, pricing, and growth initiatives
Build KPIs & Executive Dashboards
- Design and maintain executive-level dashboards that bring clarity to performance
- Define and track key metrics like margin, growth, and efficiency
- Champion automation and BI tools to scale reporting capabilities
Be a Strategic Partner
- Collaborate with Operations, Sales, and Strategy to evaluate profitability and performance
- Support pricing strategies, pipeline analysis, and new business opportunities
- Standardize financial models and frameworks across the organization
- Contribute to strategic initiatives, process improvements, and system implementations
Mentor & Elevate the Team
- Coach and support junior analysts
- Establish best practices for modeling, reporting, and analysis
- Help build a high-performing, collaborative Finance culture
What Success Looks Like
In this role, you will:
- Deliver accurate, timely, and decision-ready financial insights
- Improve forecasting accuracy and model sophistication
- Provide executive-level analysis that drives action
- Lead with ownership and independence
- Elevate the capabilities of the broader Finance team
What You Bring
Required
- Bachelor’s degree in Finance, Accounting, or related field
- 5+ years of progressive experience in FP&A, financial reporting, or analytics
- Advanced Excel skills (modeling, Power Query, pivot tables, dynamic reporting)
- Strong understanding of GAAP and financial statement relationships
- Proven ability to build and present executive-level financial insights
- Experience working across ERP, CRM, and financial systems
- Exceptional analytical thinking and problem-solving skills
- Strong communication skills with both financial and non-financial audiences
- Ability to manage multiple priorities in a fast-paced environment
Preferred
- MBA or advanced degree
- CPA, CFA, or CMA (or in progress)
- Experience in project-based or services organizations
- Familiarity with BI tools like Power BI or Tableau
- Prior mentorship or leadership experience
Work Environment
- On-site role based in Riverside, MO with strong in-person collaboration
- Occasional work-from-home flexibility with approval
- Standard Monday–Friday schedule, with some extended hours during key cycles (month-end, budgeting, etc.)