Senior Financial Analyst

Senior Financial Analyst

Summary : As a Senior Financial Analyst at W.W. Williams, you will play a key role in driving financial clarity and actionable insights across the organization. You will be responsible for modeling and analyzing financial data related to acquisitions, financial reporting, and operational performance. You will collaborate cross-functionally with business leaders and support strategic initiatives by delivering clear, accurate, and timely data—culminating in insights that inform Board-level decisions. This is a high-impact role supporting corporate finance, M&A, and operational performance.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Mergers & Acquisitions

• Compile and analyze financial data from potential acquisition targets, including historical and projected financial statements.
• Build financial models (P&L, balance sheet, cash flow) to support valuation, scenario planning, and investment decisions.
• Ensure data aligns with company standards and GAAP and supports bank and ownership due diligence processes.
• Support the development of presentation materials for banks, executive leadership, and ownership groups.
• Perform ad-hoc financial analysis to support the M&A pipeline and integration planning.

Financial Reporting

Operational & Strategic Support

Qualifications :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education / Experience :

Bachelor's degree (B. A.) from four-year college or university with a degree in Accounting, Finance or a related field; three to five years related experience and / or training in the areas of financial analysis, corporate finance, or M&A.

Language Ability :

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, financial statements or governmental regulations. Ability to write concise reports and business correspondence. Ability to develop presentations and effectively present information to coworkers and managers. Strong interpersonal and communication skills.

Math Ability :

Ability to accurately calculate and convey figures and amounts that are typically associated with financial statements and presentations. Solid understanding of GAAP and financial statement analysis.

Reasoning Ability :

Ability to define problems, collect data, and establish facts. Exceptional attention to detail and analytical thinking.

Computer Skills :

Expert user of Microsoft Office products including PowerPoint, Word and Excel. Ability to create and work with complex pivot tables and interact with HRIS and ERP systems.

Work Environment :

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Ability to work independently in a fast-paced environment and manage multiple priorities. The noise level in the work environment is usually moderate.

Physical Demands :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee must occasionally lift and / or move up to 10 pounds. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to walk. The employee is occasionally required to stand; climb or balance and stoop, kneel, or crouch.

Specific vision abilities required by this job include Close vision.