At Kognitive Sales Solutions, we are committed to delivering innovative and data-driven sales strategies that fuel our clients’ growth. We are currently seeking a Senior Financial Analyst to join our team and help drive strategic decision-making through financial insights, reporting, and cross-functional collaboration. This is a unique opportunity to work directly with the executive team and influence financial processes at the organizational level.

Position Overview

As the Senior Financial Analyst, you will play a critical role in leading financial planning, reporting, and modeling across the organization. Reporting directly to the CEO, this role is ideal for a self-starter who thrives in a fast-paced environment and wants to build structure around budgeting, forecasting, and decision-making processes.

You’ll collaborate with department heads and our external accounting team to ensure timely and accurate financial reporting, build tools that empower leadership with insights, and support high-level planning conversations with clear, data-backed analysis.

Key Responsibilities

Lead and support the annual budgeting process by gathering inputs, validating assumptions, and developing financial models

Maintain and update rolling forecasts across revenue, expense, and margin categories

Prepare planning scenarios to support strategic and operational decision-making

Conduct variance analysis comparing actual results to budget and forecast

Collaborate with the external accounting team to ensure accurate and timely monthly reporting and close

Create clear and concise financial reporting packages for senior leadership

Develop and maintain financial models to support margin tracking, cost analysis, and investment decisions

Perform ad hoc financial analysis to support client proposals, pricing decisions, and business cases

Monitor and analyze key financial KPIs to surface insights and identify trends

Partner with the CEO and department leaders to gather data, share insights, and support business planning

Assist in building tools, templates, and processes that enhance reporting accuracy and decision-making

Coordinate with the external accounting firm on reconciliations and ensure compliance with internal controls

Requirements

Qualifications

3–5 years of experience in financial analysis, FP&A, or a related function

Bachelor’s degree in Finance, Accounting, Economics, or a similar field

Strong financial modeling and forecasting skills with advanced Excel proficiency

Clear and confident communicator, able to translate financial data for non-financial stakeholders

Highly organized and detail-oriented, with the ability to manage multiple priorities and deadlines

Experience working independently and taking ownership of projects from start to finish

Previous experience supporting small to mid-sized or entrepreneurial businesses is an asset

Familiarity with accounting platforms or PowerBI tools is considered a plus

Benefits

Direct exposure to the CEO and senior leadership team

Hybrid work model with flexible work-from-home

Competitive compensation package

Growth opportunities in a fast-paced and expanding organization