About Role

Robert Half is excited to present an exceptional career opportunity for a Sr. Financial Analyst in North Tonawanda, New York. This pivotal role sits at the intersection of finance and commercial operations, where you'll deliver actionable financial insights to sales and account teams, driving strategic decision-making and business growth. As a key partner to leadership, you'll oversee forecasting, budgeting, and performance reporting for the U.S. commercial business, ensuring alignment between financial goals and operational execution. If you thrive in dynamic environments, excel at financial modeling, and have a passion for uncovering data-driven opportunities, this position offers the platform to make a significant impact.

North Tonawanda, NY, provides an ideal setting with its proximity to Buffalo and access to major economic hubs, combining suburban charm with professional opportunities. Join Robert Half's network of top-tier finance professionals and contribute to a company renowned for matching exceptional talent with rewarding careers. This full-time position demands expertise in financial analysis, sales performance metrics, and executive communication, making it perfect for seasoned analysts ready to advance their careers.

Key Responsibilities

Financial Planning and Analysis

Lead the charge in monthly and quarterly profit and loss (P&L) forecasting for the U.S. commercial division. This includes detailed projections for revenue streams, gross margins, operating expenses, and overall profitability. Drive the annual budgeting process for commercial departments, meticulously planning for personnel costs, travel expenses, sales incentives, and other variable expenditures to support scalable growth.

Sales and Commercial Collaboration

Work hand-in-hand with sales and account management teams to dissect orders, margins, and commercial performance metrics. Develop sophisticated sales incentive plans and commission models tailored to diverse teams and sales channels, ensuring motivation aligns with business objectives. Manage rebate accruals and forecasts by partnering closely with sales operations and accounting teams for accuracy and compliance.

Performance Monitoring and Reporting

Monitor overhead costs against budgeted amounts, proactively recommending adjustments to enhance financial efficiency and control. Create and distribute weekly performance dashboards highlighting critical KPIs such as bookings, backlog, win rates, and margin trends for sales leadership. Conduct in-depth margin analysis segmented by product lines, customers, channels, and regions to pinpoint improvement opportunities and optimize pricing strategies.

Executive Insights and Reviews

Prepare comprehensive materials for Monthly Business Reviews (MBRs), delivering executive-level insights, trend analysis, and strategic recommendations that inform high-stakes decisions.

Required Qualifications

To excel in this Sr. Financial Analyst role, candidates must possess a bachelor's degree in Finance, Accounting, Business, or a related discipline, coupled with at least 5-7 years of progressive experience in financial analysis within commercial or sales-focused environments. Advanced proficiency in Microsoft Excel, financial modeling tools, and data visualization platforms like Tableau or Power BI is essential. Demonstrated success in P&L forecasting, budgeting, rebate management, and commission structuring is required, along with the ability to interpret complex datasets and translate them into actionable business intelligence.

Ideal candidates exhibit strong interpersonal skills for cross-functional collaboration, meticulous attention to detail, and the capacity to present findings to C-suite executives. Familiarity with sales operations, CRM systems (e.g., Salesforce), and ERP platforms is highly desirable. A CPA, CFA, or MBA certification will set you apart in this competitive landscape.

Why Join Us

At Robert Half, we don't just offer a job—we provide a career trajectory backed by industry-leading resources, continuous professional development, and a supportive culture that values work-life balance. Enjoy competitive compensation starting at $100,000 annually, comprehensive benefits including health coverage, 401(k) matching, generous PTO, and performance bonuses. Our hybrid work model offers flexibility, while our global network opens doors to future opportunities.

North Tonawanda's vibrant community, coupled with Robert Half's reputation as a finance staffing leader, makes this the perfect place to advance your expertise in financial analysis careers. SEO-optimized for searches like 'Senior Financial Analyst jobs North Tonawanda NY' and 'finance careers Robert Half,' this role promises stability, growth, and impact. Apply today to elevate your career in financial planning, sales analytics, and business strategy!