Senior Financial Analyst
Maxcess International
| Company | Maxcess International |
| Category | Finance |
| Location | Eureka |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Senior |
| Salary | Not stated by the employer |
| Posted | 4 Aug 2026 |
| Last verified | 12 Aug 2026 |
| Source | Employer ATS (greenhouse) |
Description
POSITION SUMMARY:
The Senior Financial Analyst will serve as a key finance partner to the Americas Go-To-Market organization, providing financial insight and decision support across sales performance, orders, and operational execution. This role is highly visible and will work closely with Sales, Operations, and Finance leadership to drive revenue growth, improve forecast accuracy, and enhance business visibility.
The ideal candidate combines strong financial acumen with systems expertise, leveraging tools such as Power BI, Salesforce, OneStream, Oracle, and Epicor to deliver actionable insights and scalable reporting solutions. Ideal candidate will possess the ability to maintain productivity, with minimal supervision.
KEY RESPONSIBILITIES
Partner with Americas Go-To-Market leadership to analyze sales performance, orders, backlog, and revenue trends
Support the consolidation, analysis, and reporting of monthly and quarterly financial results, forecasts, and key business drivers
Assist in the development of the annual budget and long-range (3-year) financial plan, with a focus on revenue and commercial drivers
Build and maintain Power BI dashboards to provide real-time visibility into sales, orders, and operational KPIs
Leverage Salesforce data to analyze pipeline, bookings, conversion rates, and forecast accuracy
Develop and enhance reporting that connects orders to revenue and operational execution
Prepare and distribute recurring reporting packages, including:
Weekly sales orders, backlog, and shipments reporting
Monthly consolidated financial results
Quarterly business performance reporting
Support the preparation of executive and Board of Directors materials
Leverage and expand OneStream capabilities to improve forecasting processes and reporting automation
Identify opportunities for process improvement, automation, and enhanced data visualization
Perform ad hoc analysis to support strategic commercial and operational initiatives
QUALIFICATIONS
Knowledge, Skills, and Abilities
Advanced proficiency in Microsoft Excel and PowerPoint
Experience with Power BI (or similar BI tools) for dashboard development and data visualization
Strong working knowledge of Salesforce reporting and data structures
Experience with ERP systems such as Oracle and/or Epicor
Experience with financial systems such as OneStream, Hyperion, or similar tools preferred
Strong analytical and problem-solving skills with the ability to translate data into actionable insights
Ability to manage multiple priorities in a fast-paced, deadline-driven environment
Demonstrated ability to improve processes and drive automation
Strong attention to detail and data accuracy
Effective communication skills with the ability to influence cross-functional stakeholders
Ability to work independently and maintain confidentiality
Education & Experience
Bachelor’s degree in Finance, Accounting, or related field
5+ years of relevant experience in FP&A, public accounting, or a manufacturing environment
Experience supporting commercial, sales, or revenue-focused functions strongly preferred
Experience in a multi-location or global organization preferred
PHYSICAL REQUIREMENTS
Ability to sit for extended periods of time
#IND Maxcess is an equal employment opportunity employer. We do not discriminate on the basis of race, religion, sex, disability, age, pregnancy, national origin, sexual orientation, or any other characteristic protected by applicable law. We are committed to diversity and inclusion, and all qualified candidates are encouraged to apply.