Financial Analysis Senior Advisor Job Description
Financial Analysis Senior Advisor Duties & Responsibilities
To write an effective financial analysis senior advisor job description, begin by listing detailed duties, responsibilities and expectations. We have included financial analysis senior advisor job description templates that you can modify and use.
Sample responsibilities for this position include:
Financial Analysis Senior Advisor Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Financial Analysis Senior Advisor
Typically a job would require a certain level of education.
Employers hiring for the financial analysis senior advisor job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, Economics, MBA, Mathematics, Computer Science, Engineering, Business/Administration, Management
Skills for Financial Analysis Senior Advisor
Desired skills for financial analysis senior advisor include:
Desired experience for financial analysis senior advisor includes:
Financial Analysis Senior Advisor Examples
Financial Analysis Senior Advisor Job Description
- Develops proactive enterprise-wide insights in support of ongoing performance variance analysis
- Ensures the successful evolution of the operating plans into living documents that serve as the basis for monthly outlook updates
- Project manages ad hoc finance initiatives and facilitates executive review and steering team sessions
- Supervises cross-functional development teams to address strategic issues, and acts as a key consultant to senior finance and OU management
- Provides supervision and direction to team of financial analysts
- Promotes the Company’s safety culture to ensure a safe work environment
- Directs the development and oversight of the 5-year operating plans, including template and process design, communications plans, timeline and milestone road map, and cross-OU coordination
- Applies expertise to ensure the successful translation of the operating plans to operating budgets used for multiple financial planning purposes, including the long term plan and the General Rate Case
- Supervises cross-functional development teams to address strategic issues, and act as a key consultant to senior finance and OU management
- Excellent verbal and written presentation skills including ability to communicate analyses and recommendations in a simple, logical, and succinct manner to senior management
- MBA/Degree in accounting
- Oracle Essbase, Oracle Project Accounting module and/or SAP
- Ability to be a team player, troubleshooter and a consensus-builder
- Excellent verbal and written communications skills (Spanish and English)
- Ability to communicate with and explain financial concepts to non-finance stakeholders
- Possess a strong flair for quantitative analysis, an ability to think big-picture and long term
Financial Analysis Senior Advisor Job Description
- Experience leading projects and working with cross-functional teams, effectively collaborating with peers, management, and other organizations
- Background in corporate finance, financial analysis, and critical thinking to identify and clearly communicate the resolution of unusually complex issues with innovative solutions
- Co-ordinate forecasting & budgeting (including supporting analysis & reports), ensuring quality control during the process
- Coordinate the administration of the forward looking information including its communication to internal management and external shareholders
- Ensure the appropriate application of multiple accounting bases (USGAAP and IFRS) in the various planning tools
- Coordinate IT solutions required for information sharing to key stakeholders (Oracle Hyperion products)
- Complete quality & timely analysis to support performance management, advise on financial affairs and support longer term strategic planning including preparing sensitivity and scenario analysis
- Establish & maintain relationships with internal and external stakeholders, providing requested information on a systematic and adhoc basis
- Collaborate with and provide guidance to other team members to expand understanding, innovate and continuously improve
- Providing analytical support to WW CSB Displays business partners with both regular and ad-hoc tasks related to improvement of the overall business through rigorous analysis and recommendations
- Global and regional channel rebate financial management
- Undergraduate degree in Finance, Accounting, Economics or equivalent
- Excellent presentation skills (oral & written) and Executive presence
- Demonstrated ability to be proactive and self-driven with the capacity to work in a dynamic work environment
- Typically requires 8+ years of related experience in Finance / FP&A with OPEX management knowledge
- Revenue Units and Margin experience a plus
Financial Analysis Senior Advisor Job Description
- Develop & deploy Tableau Dashboards
- Develop & deploy Alteryx workflows
- Provide guidance and play supporting role during Outlook, Forecast and Annual Plan interlocks with Sales Segments, Business Units, Procurement and others
- Work and co-lead some of the WW Finance initiatives related to CSB Diplays
- Collaborate with respective Product Group business partners on further strengthening of the core business financials and profitability
- Participate on consolidation activities of WW Displays results and direct support of WW S&P Director
- Drive process improvement initiatives by sharing and incorporating best practices across the regions
- Proactive partnership with Financial Planning and Analysis team on core business analytics and reporting requirements
- Build and solidify controls around CSB Displays
- Support OPEX and Headcount on closing, outlook and forecast
- Experience with Hyperion and databases a plus Must be able to interact efficiently in an international environment
- Minimum 7+ years of accounting or finance related experience, preferably with MNC and 2 years+ in lead/supervisor role
- Undergraduate degree in Finance, Accounting, Economics or equivalent, with 8 to 10 years relevant experience in finance or a related field (CPA or MBA a plus)
- Construction/projects, service and or energy project finance experience
- Knowledge of percentage of completion & milestone accounting practices
- Typically requires highly developed interpersonal skills for gaining necessary collaboration from business partners & ability to influence without authority
Financial Analysis Senior Advisor Job Description
- Analyze data across all Plans to derive optimal outcome
- Manage the multi-million dollar innovation budget
- Supporting business leaders with sub segment P&L’s for Specialty Business Units (SBU’s)
- Lead within a matrix environment, including internal associates and consultants
- Develop strong working relationships and establish a high level of credibility across the business, including other Finance teams and all organizational levels
- Lead the financial close process transformation and drive partnership with accounting organization related to process improvement
- Work across multi-ledger infrastructure, map and document dependencies and implications within the financial ecosystem
- Focus on providing business insights, divers and explanations connected to financial performance of ISG organization and prepare and present executive readouts, dashboards, reports
- Create tools to help the team with data analysis
- Lead execution of key FP&A processes and interlocks – Forecast, Outlook, Quota Walk, Ops Reviews, Readiness Reviews and other
- The candidate should hold a Bachelor's degree in Finance, Engineering, Economics, or Accounting (or Masters in related field)
- Experience with IT MNC preferred
- Bachelor, MBA preferred
- Ability to partner with key stakeholders
- Able to present complex issues in a simple, logical, and succinct manner
- Excellent verbal and written presentation skills including ability to communicate analyses and recommendations to senior management
Financial Analysis Senior Advisor Job Description
- Perform analyses and form opinions and suggestions that help bring more accuracy in Forecast and Outlook processes and to better understand the underlying drivers in the business
- Ad-hoc analysis for the Finance Director and Business unit Controllers and work on Ad-hoc projects
- Build and maintain partnership with key stakeholders and drive innovation, standardization and simplification
- Proactively manage the organization’s holistic budget, staffing, multi-million program funding and outside spend, seeking to both to meet budget attainment goals and to maximize strategic investments
- Aligns with finance on Quarterly Financial outlooks (week 6 and week 10)
- Project manage BI and Analytics projects related to WCS, build global repository to accurately represent WCS portfolio
- Develop BI dashboards and key analysis around WCS ( Working Capital ) portfolio
- New Idea generation in collaboration with stakeholders
- Working with Data science team to build automation solutions
- Share/Present rules to business teams to influence the change
- Demonstrated experience in complex problem solving and critical thinking
- Expertise in corporate finance, financial analysis, and critical thinking to identify and clearly communicate the resolution of unusually complex issues with innovative solutions
- Understanding of utility business model and how various financial decisions affect customers and shareholders
- Demonstrated ability to interface effectively and collaborate with peers, management, and other organizations
- CFA, CFP&A, or similar certificate
- Bachelor’s Degree Business, Accounting, Finance, Economics, or similar discipline