Financial Senior Manager Job Description
Financial Senior Manager Duties & Responsibilities
To write an effective financial senior manager job description, begin by listing detailed duties, responsibilities and expectations. We have included financial senior manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Financial Senior Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Senior Manager
List any licenses or certifications required by the position: CPA, PMP, CFA, ACCA, CA, MBA, CAMS, WBCP, PMI, ACAMS
Education for Financial Senior Manager
Typically a job would require a certain level of education.
Employers hiring for the financial senior manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Business, MBA, Education, Economics, Business/Administration, Public Accounting, Management, Technical
Skills for Financial Senior Manager
Desired skills for financial senior manager include:
Desired experience for financial senior manager includes:
Financial Senior Manager Examples
Financial Senior Manager Job Description
- Lead the development of long range financial plans, budgets, and forecasts
- Lead scenario analysis
- Manage small team of senior financial analyst staff
- Develop presentations of financial analysis to be delivered to the executive level
- Direct the development of forecast and identification of risks and opportunities
- Lead and perform in-depth analysis on key topics, including indirect cost allocations
- Manage monthly benefit tracking of expenses to measure benefits derived from initiatives
- Lead and assist with special projects
- Identifying opportunities to grow account book, , drive additional sales to existing clients
- Leading the development of sales materials under direction of producer (RFP and proposal development, presentation)
- Dealing with internal and external audit requests, including ESMA compliance
- Mapping and documenting finance processes and performing key reconciliations
- Managing and developing a motivated and professional UK based finance team
- Undertaking ad hoc projects
- Working closely with teams across all regions
- Professionally qualified accountant, with post-qualification experience
Financial Senior Manager Job Description
- Review monthly expense results with functional department heads and business leaders
- Global process ownership and delivery of specific financial management services (see Appendix)
- Completion of LGAAP Statutory Accounts in line with local filing requirements
- Operational Management of financial management team in Shared service centre location
- Audit relationship with key internal and external stakeholders
- Ensure adherence to existing compliance framework over the financial management processes
- Leverage the benefits of SAP and ensure that the most efficient and effective processes are adopted across the group
- Ensure a full set of documented policies & procedures is maintained globally for in scope procedures
- Develop performance indicators which measure the service delivery and standards on a global basis
- Oversee the coordination the various phases of an engagement, including staff requirements, engagement planning, scheduling
- Previous electronic publishing experience a plus
- Managerial experience in a senior role
- Experience working across the globe and with diversified teams
- Strong understanding of accounting principles and policies
- Must have recent and advanced Excel skills
- Asset / Liability modelling experience using QRM (preferred) or Bancware (or similar software) required
Financial Senior Manager Job Description
- Develop executive summary reporting to effectively communicate review results to Controller and Chief Accounting Officer
- Balance Sheet management – help ensure we’re managing working capital, with focus on inventory levels and account receivables
- Manage interface with other finance support groups to ensure work flow and deliverables are aligned with business unit requirements/deadlines
- Acting as an integral part of building out the firm's existing financial services practice
- Assisting with managing the Financial Services practice
- Working closely with both clients and partners to help train and develop staff
- Leading monthly operating reporting (MOR) processes
- Proactively monitoring and reporting financial performance
- Developing routine and ad-hoc analyses to support business decisions
- Building, aligning and fostering partnerships across functional areas to raise awareness of financial performance and promoting the communication of regional issues
- Strong understanding of how to engage Global Accounts within a Vendor financing program to drive footprint and customer buy in
- Excellent verbal and written communications, customer, business and negotiation skills
- Fluent in English and French essential
- Accuracy and attention to detail are extremely important
- Strong understanding of corporate financial budgeting, planning, and analysis function
- Strong ability to operate compliantly within a matrix organisation
Financial Senior Manager Job Description
- Participating in the consolidation, clarification, evaluation and review of major capital investments
- Consolidation of the Banks’ financial reporting function including joint venture and all Holding Company entities within Barbados
- Manage the accurate and timely preparation of reports for internal reporting purposes in accordance to the requirements of Group Finance, Group Market Risk, Group Tax and other Head Office units
- Responsible for co-ordination of finance activities with Operations, Service and Delivery (etc.) to ensure transactions are processed, recorded and recognized timely and accurately, end-to-end
- Ensure that all daily, weekly, monthly and quarterly regulatory reporting for 5 legal entities in Barbados are accurately completed and filed timely in accordance with the relevant Acts in Barbados
- Contribute to overall team success by leading and developing 7 FTEs and building Collective Ambition
- Key point of Finance contact for developing business plans in conjunction with the Market Heads and the Senior Business Management Team
- Report monthly and quarterly on variances from plan and forecast and recommend strategic decisions in conjunction with Senior Business Management Team based on these variances
- Streamline the functionalities within the Finance Departments for Barbados to maximize the operational efficiencies
- Manage the annual audit of the legal entities in Barbados and preparation of their financial statements and/or annual reports whilst adhering to the group audit deadlines
- High energy with the capability to multi-task and collaborate in a dynamic, rapidly growing organization
- Proven and strong business development bias and track record with Global Accounts
- Preferable experience selling “on demand” or similar pay as you go type models
- Provide advice and counsel to colleagues and executives on proposed transactions, the evaluation of existing and potential initiatives and on internal factors affecting funding and approval
- Coordinate work and/or call stakeholders of varying seniority together to discuss/ resolve issues related to the initiatives approval and persuade others to change course and/or act in concert with each other
- Collect required information from others when reviewing and reporting on financial results
Financial Senior Manager Job Description
- Prepares the monthly analysis for presentation to Management
- Reviews actual versus planned performance on a monthly basis
- Liaises with internal and external auditors and provides requested data/analysis
- Coordinates the development of all financial information
- Keeps management apprised of current position and future outlook relative to sales, profits, bookings, capital expenditures, and other financial statistics
- Keeps management apprised of finance issues
- Performs highly complex financial analyses, and creation/review of complex finance models
- Assists all levels of management in the determination of any policy changes that affect the financial performance of the operation unit
- Designs and implements improvements in processes and documentation regarding the operating units financial performance
- Provides support as the Company integrates new business systems
- Strong understanding of Bank and activities of Operating Groups
- Advanced financial analysis (i.e., variance analysis, identify drivers of P&L trends) and problem-solving skills
- Ability to work both independently and build and lead a high performing team
- A key part of supporting BMO’s leadership in this area, which is a high priority for the organization
- Strong ability to project manage multiple concurrent elements in a complex environment
- Ability to rapidly move up the learning curve on complex issues (e.g., legal entity structure, funding arrangements, technology infrastructure, capital and liquidity dimensions)