Senior Financial Analyst

Responsibilities

• Analyze monthly financial variances and review key performance indicators to ensure accurate reporting for the insurance solutions segment
• Execute quarterly forecasting and annual budgeting activities to provide leadership with clear financial trajectories
• Provide detailed insights into monthly revenue trends and collaborate with finance colleagues to improve reporting accuracy
• Build and maintain advanced data visualizations using Power BI to transform financial data into business insights
• Utilize Microsoft Fabric and Power Query to integrate diverse datasets
• Partner cross-functionally with Sales, Marketing, and Product teams to ensure timely submission of financial information
• Prepare financial models, executive-level presentations, and supplemental materials to support strategic decision-making
• Manage ad hoc reporting requests and high-priority special projects

Requirements

• Bachelor's degree in Finance, Accounting, or Economics
• Minimum of 5 years of experience in financial planning, budgeting, or forecasting
• Advanced proficiency in Microsoft Excel
• Hands-on experience with Power BI and Power Query
• Experience working with Microsoft Fabric
• Strong written and verbal communication skills with the ability to influence stakeholders and present to leadership
• Proven ability to manage multiple concurrent projects and meet strict deadlines

Preferred Qualifications

• Master's degree in a relevant field
• Experience in Public Accounting

Benefits

• Generous PTO, 11 paid holidays, and well-being/volunteer time off
• Up to 16 weeks of fully paid parental leave and a baby stipend
• Comprehensive medical plan options with mental health and wellness support
• 401(k) with company match (vesting after one year)
• $400 annual well-being stipend and tuition assistance up to $5,250
• Recognition rewards and referral bonuses

About the Company

Cotality is a trusted source for property intelligence, dedicated to making the property industry faster, smarter, and more people-centric. With a global team of 5,000 employees, we use our scale and technology to drive the world's largest asset class, fueling a thriving global property ecosystem.