Senior Financial Analyst

Why Join Heritage Family? 

Heritage Family is a leading funeral service company with 100 funeral homes and crematories across 11 states. Since 1943, we have built our reputation on personal, compassionate care, meaningful service, and deep respect for the families and communities we serve.

At Heritage Family, we offer more than a job - we offer the opportunity to make a meaningful difference. Our team is united by shared values and a mission that matters:

• Honor Every Life with Compassion: We provide personalized, heartfelt services that celebrate each unique life, meeting families where they are with care and understanding.
• Lead with Innovation and Respect: We blend time-honored traditions with modern approaches to create thoughtful, meaningful experiences for the families we serve.
• Foster a Culture of Empathy: We care deeply — for our communities and for one another. You’ll join a team that supports and values every voice, empowering you to make a lasting difference.

A career with Heritage Family offers the opportunity to contribute to a growing, multi-state organization while supporting local teams that serve families during some of life's most important moments. You will join a collaborative environment where strong analysis, thoughtful decision-making, and continuous improvement are valued.

Position Summary: 

The Senior Financial Analyst is a key member of the Finance team and a business partner to senior operating leaders across Heritage Family. This role is responsible for forecasting, financial and operational analysis, KPI reporting, and the continued development of management dashboards. A major focus will be implementing and expanding Power BI to give leaders timely, actionable visibility into business performance. The successful candidate will go beyond reporting results by helping explain what is driving performance, identifying opportunities for improvement, and working directly with Operations to make a measurable difference across the organization.

Essential Duties and Responsibilities:

1. Develop and maintain financial forecasts for revenue, case volume, labor, operating expenses, and EBITDA.
2. Analyze actual results against budget, forecast, and prior-year performance and clearly identify the key drivers of variances.
3. Partner directly with senior operating leaders to review financial and operational performance, identify opportunities, and support decision-making.
4. Develop and maintain dashboards, KPIs, and management reporting that provide clear visibility into company, regional, market, and location-level performance.
5. Help lead the implementation and continued development of Power BI as a financial and operational reporting platform.
6. Combine financial and operational data to identify trends, risks, and opportunities across locations and markets.
7. Perform profitability, pricing, labor, return-on-investment, and other ad hoc financial analyses.
8. Support the annual budgeting process and ongoing forecasting activities.
9. Work closely with Accounting to understand monthly financial results and ensure analyses appropriately reflect underlying business activity.
10. Improve reporting processes through automation, standardization, and better use of available data.
11. Prepare financial analyses, presentations, and recommendations for senior management.
12. Take ownership of projects from initial analysis through recommendation and implementation.

Skills and Qualifications

The Senior Financial Analyst must meet the following qualifications and requirements:

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required.
• 4-6 years of experience in FP&A, financial analysis, corporate finance, or a similar analytical role.
• Strong financial modeling, forecasting, and variance analysis skills.
• Advanced proficiency in Microsoft Excel.
• Experience developing dashboards and reports using Power BI; experience helping implement or expand Power BI within an organization is strongly preferred.
• Working knowledge of financial statements and fundamental accounting concepts.
• Demonstrated ability to analyze large amounts of financial and operational data and translate findings into clear conclusions and recommendations.
• Experience communicating financial information to non-financial leaders and working directly with operating teams.
• Experience in a multi-location, distributed operating environment or private equity-backed organization is preferred.
• Experience with financial systems, data warehouses, or integrating data from multiple sources is preferred.

Skills and Competencies: 

The Senior Financial Analyst must demonstrate the following skills and competencies:

• Strong business acumen and curiosity, with the ability to connect financial results to operational activity.
• Excellent verbal and written communication skills, including the ability to explain complex financial concepts in clear, practical terms.
• Confidence working with senior operating leaders and constructively challenging assumptions when appropriate.
• Strong problem-solving, organizational, and project management skills.
• Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment.
• High attention to detail while maintaining an understanding of the broader business and strategic objectives.
• Collaborative approach and demonstrated ability to build productive relationships across Finance, Accounting, Operations, and other functions.
• Continuous-improvement mindset with an interest in automation, analytics, and making financial information easier for operators to use.

Remote Work Experience: 

• This position is remote and requires the ability to work independently while remaining engaged and responsive to the Finance team and operating leaders.
• Maintain a reliable internet connection and a dedicated workspace that supports focused work, professional virtual meetings, and the protection of confidential information.
• Maintain regular availability during agreed-upon business hours, attend scheduled meetings, and coordinate across time zones as needed to support business priorities.
• Meet established deadlines and performance expectations, communicate progress and potential delays proactively, and collaborate effectively using company-approved technology.
• Safeguard financial, employee, and business information; use company-approved systems and equipment and follow company information security and remote work policies.
• Work from a company-approved location and obtain approval before changing the primary work location or state of residence.
• Participate in in-person meetings, training, and location visits as required, with travel coordinated in advance.