OVERVIEW
We're looking for a Senior Financial Analyst who is excited to build, modernize, and elevate a growing finance function. This role is ideal for someone who thrives in an open-ended environment, takes ownership of processes, and brings a strategic and curious mindset to Financial Planning & Analysis. You'll play a key role in shaping the financial infrastructure that will support our company's growth. Salary range for this position is $110,000 to $132,000 depending on experience.
WHAT YOU'LL DO
Financial Planning & Forecasting
- Lead cash flow forecasting and liquidity analysis.
- Own quarterly and annual budgeting cycles, partnering with business leaders to develop accurate and actionable forecasts.
- Build and maintain long-range financial and capital allocation models.
- Conduct variance analysis and deliver insights that drive business decisions.
Strategic Analysis & Business Partnership
- Serve as a trusted advisor to the C-suite and business unit leadership.
- Analyze corporate investment opportunities and provide recommendations.
- Support cross-functional teams with ad hoc financial modeling, scenario analysis, and decision support.
- Identify opportunities to improve financial processes, reporting, and data integrity.
Treasury Operations
- Own debt covenant compliance, including monitoring, documentation, and timely reporting.
- Support treasury operations across three countries and multiple banking relationships including: payment approvals, process workflows, and treasury controls.
- Coordinate with banking partners to ensure smooth operations and timely execution of treasury activities.
Program & Process Ownership
- Manage the company's key person life insurance program, including tracking, reporting, and compliance coordination.
- Develop scalable tools, "grown-up" processes and documentation to support a maturing finance organization.
Reporting & Tools
- Build dashboards, reports, and visualizations to support leadership decision-making.
- Leverage advanced Excel skills to create models, automate workflows, and improve accuracy.
- Use (or learn) Power BI, Tableau, or similar tools to enhance reporting capabilities.
REQUIRED QUALIFICATIONS
- 8+ years of progressive experience in FP&A, corporate finance, or related roles.
- You come from an organization with international exposure, >$2b in revenue, and headcount >2,000.
- Exceptional Excel skills, including advanced formulas, modeling, and automation techniques.
- Strong analytical and problem-solving abilities with a bias toward action.
- Experience presenting financial insights to senior leadership.
- Ability to operate independently, prioritize effectively, and thrive in a growing, evolving environment.
- Experience with budgeting/forecasting software implementation is a plus.
- Familiarity with Power BI, Tableau, or other BI/reporting tools is highly desirable.
- Previous experience with Employee Ownership and/or Engineering, Architectural, or other professional service firms is a plus.
- Strong communication skills and the ability to build relationships across the organization.
PERKS
- Employee Owned - all eligible U.S. employees have an Employee Stock Ownership Account.
- Robust Employee Referral Program.
- Annual performance and compensation reviews.
- Professional Training and Development.
- Employee Recognition Awards.
- Peer Mentor Program
- And Much More!
ADDITIONAL INFORMATION
- Apply online only. No e-mail, hard copy or third-party resumes accepted.
- At Merrick, every resume is carefully reviewed by our team of experienced human recruiters-never by AI. We are committed to a fully human-centered hiring process, ensuring each candidate receives thoughtful, personalized attention at every stage.
- Merrick & Company offers a competitive compensation and benefits package which includes health insurance, dental and vision coverage, 401(k), and paid time off (PTO).
- Merrick is an Equal Opportunity Employer, including disability/vets.
- Employment with Merrick is contingent upon completion of a pre-employment background check, MVR check, and drug screen.
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