Senior Analyst, Financial Job Description

Senior Analyst, Financial Job Description

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Senior analyst, financial provides support for Corporate financial reporting (draft benefit plan 10-Q and 10-K disclosures), analysis and planning, including US GAAP research and SEC reporting.

Senior Analyst, Financial Duties & Responsibilities

To write an effective senior analyst, financial job description, begin by listing detailed duties, responsibilities and expectations. We have included senior analyst, financial job description templates that you can modify and use.

Sample responsibilities for this position include:

Prepares and distributes monthly reporting and supporting documentation to Corporate
Provides unsolicited financial analysis to management to assess opportunities on business growth, efficiency / margin improvement, increased investment returns, improved cash efficiency, all focusing on enhanced value creation for the business
Assist with the facilitation of forecasting and budgeting across all operational departments and maintenance of detailed financial models
Preparation of financial and business related analyses and research in such areas as revenue and expense performance, sales and customer reporting, and other operating performance metrics
Consolidation and reporting of business metrics data and KPIs
Assist with and tracking of AFEs
Planning and reporting business results monthly
Budgeting and quarterly forecasting
Perform financial analysis to influence business decisions and provide recommendations to senior management on projects that affect the organization
Create key financial and performance metrics and deliver monthly results

Senior Analyst, Financial Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Senior Analyst, Financial

List any licenses or certifications required by the position: CPA, CMA, MBA, ACCA, CIMA, SOX, CFA, PMP, TS16949, CCIM

Education for Senior Analyst, Financial

Typically a job would require a certain level of education.

Employers hiring for the senior analyst, financial 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, Economics, Business/Administration, Education, Master of Business Administration, Finance/Accounting, Management

Skills for Senior Analyst, Financial

Desired skills for senior analyst, financial include:

Excel
Principles
US GAAP
Accounting and financial statements
Application of concepts
SAP
Technical capabilities to perform varied tasks
PowerPoint
SEC requirements and IFRS in analysis and scenarios

Desired experience for senior analyst, financial includes:

Advanced knowledge of People Soft, Oracle or Hyperion
Autonomous, demonstrate ability to deliver projects or programs
Working experience in Windows environment
Great team player, great coach
Able to work under stress, meet tight timelines
Bachelor’s in Business or Economics majors required

Senior Analyst, Financial Examples

1

Senior Analyst, Financial Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of senior analyst, financial. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for senior analyst, financial
  • Obtain certification as a SOX tester and participate in the SOX testing process
  • Work with external auditors to fulfill audit requests
  • Analyze network performance and create / distribute management reports to participating client groups
  • Partner with IT to ensure the process efficiencies and data integrity of the product according to service level agreements
  • Provide analytics and credentialing support for contract negotiations for new and existing client groups and providers
  • Manage and validate payments to contracted laboratories
  • Support Health Plan Finance project and initiatives, as needed
  • Perform monthly close of financials
  • Perform Sarbanes-Oxley internal control testing, documentation and compliance
  • Works with Corporate Operations, IT, and other company personnel to identify and develop enhanced reporting
Qualifications for senior analyst, financial
  • Familiarity with Hyperion Essbase desired
  • At least 5 years of management accounting experience, preferable from multinational corporation
  • Knowledge in Hyperion and Oracle BI tool is a plus
  • 3+ years relevant experience in a Management/ Operations/ Cost / Financial Accountant role or relevant experiences, in a busy/ growing manufacturing environment
  • Strong analytic abilities are required
  • Excellent oral and written communication and interpersonal skills are required along with the ability to influence, and demonstrate confidence in communications with senior level management
2

Senior Analyst, Financial Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of senior analyst, financial. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior analyst, financial
  • Track, report, analyze, and interpret key performance indicators, productivity metrics, and external market factors (commodity prices, currency fluctuations, customer financial results)
  • Support company leaders, finance leaders, and project managers to enable accurate and timely reporting on the status of value-creation and/or investment initiatives
  • Assist VP, FP&A to perform ad hoc business and financial analysis requested by Catalina’s CEO, CFO, and SVP of Finance
  • Deliver timely and accurate financial model output to process owners across finance
  • Assist in the development, testing, and integration of financial models to forecast the impacts of economic changes, policyholder behavior impacts, and/or management actions
  • Summarizes modeled results and communication of variance analysis model results to middle management
  • Responsible for conducting moderately complex financial analysis projects
  • Analyze operations results and work with the contacts in various commercial groups to develop appropriate commentary for different audiences – identify key trends and explanations for variances in performance
  • Assess various business scenarios and translate changing economic, regulatory and other local conditions into financials implications
  • Prepare the annual budgets and long term forecasts for businesses, working closely with management to identify key inputs to the process
Qualifications for senior analyst, financial
  • Knowledge of GAAP, IFRS and foreign exchange preferred
  • Strong analytical, financial modeling and forecasting
  • 1-2 years in a Financial Analyst role
  • Demonstrated results providing finance business partnering to R&D/Product Management executives
  • Ability to build analytical models, scenario analysis
  • Experience working in an enterprise software, SaaS, or other hi-tech company is a plus
3

Senior Analyst, Financial Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of senior analyst, financial. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for senior analyst, financial
  • Corporate Development Group
  • Participate in the preparation of financial statements
  • Assist in the preparation of the annual budget and long-range plan
  • Preparing, reviewing and presenting a variety of complex financial data for review by senior management along with commentary and recommendations
  • Lead forecasting and planning cycles and develop tools for improving reporting functionality and accuracy
  • Work cross functionally as a team and drive the business forward to ensure budgets are achieved whilst providing analysis that is key to decision making
  • Develop and maintain financial models to forecast, assess and report on multiple financial transactions
  • Identify areas of inefficiency and ineffectiveness and lead process improvement projects
  • Develop, implement, monitor and report on financial performance metrics
  • Responsible for budgeting, forecasting and business plans
Qualifications for senior analyst, financial
  • A love of learning new things, coupled with the drive to always dig just a little deeper
  • Minimum of 3 years of related senior financial analysis experience
  • Support the handling of the end-to-end execution of certain operational activities
  • Prepare periodical statutory reports and tax reports with precision and in a timely manner
  • Working also with external partners/consultants in order to meet requirements
  • A knowledge of financial systems and Microsoft office programs are essential
4

Senior Analyst, Financial Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of senior analyst, financial. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for senior analyst, financial
  • Present findings to management on complex projects
  • Finance partner for the Beauty Direct Sourcing, Fashion & Home, and Indirect Sourcing teams
  • Forecast, plan and track NA Sourcing spend, purchase price variations, productivity, and rebates
  • Participate in the monthly Sourcing meeting of Containers, Raw Ingredients, and Contract MFG
  • Participate in a weekly turnaround project meeting for External Spend workstream
  • Work with Sourcing team to approve savings projects
  • Track and Forecast savings projects and manage the reporting tool
  • Responsible for driving the process with Sourcing team to collect and submit standard for material costs
  • Challenge standard cost movement assumptions and drivers
  • Prepare findings and presentation materials for management
Qualifications for senior analyst, financial
  • Candidate must be articulate and express confidence with ability to communicate with Senior Leadership
  • Demonstrated teamwork and the ability to be highly resourceful in a demanding environment
  • Experience in expense forecast modeling and reporting
  • 5-8 years demonstrated progressive experience in Managing Financial Planning and Analysis
  • 5-8 years of Detailed knowledge of budget and forecast processes
  • 3-5 years’ experience in a corporate finance environment
5

Senior Analyst, Financial Job Description

Job Description Example
Our innovative and growing company is looking for a senior analyst, financial. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior analyst, financial
  • Provide recommendations to outlooks as required
  • Prepare quarterly financial presentations for Executive Management, discussing performance against plan and financial outlooks
  • Engage with members of senior management on a periodic basis
  • Assist in developing plan targets, headcount tracking and rate analysis for Enterprise Infrastructure
  • Produce daily financial reports during planning cycle and monitor allocations to business units
  • Provide direct and cost allocation commentaries for Month over Month, Actuals vs Forecast/Budget variance
  • Assist in multi-year planning process including headcount, rate analysis, incremental spend tracking, depreciation
  • Assist in capital reporting and identify any risks/savings
  • Assist with evaluating business cases and ensure savings are reflected properly
  • Ensure assets associated with large initiatives are deployed based on project schedules
Qualifications for senior analyst, financial
  • Strong command over spoken / written English
  • College degree required (Accounting or Finance preferred), MBA preferred (concluded or in progress)
  • 3-5 years working experience in Finance related area in consumer goods organization, preferred
  • Experience working with accrual and prepaid expenses
  • Knowledge of Enterprise 1 and Hyperion 9 preferred
  • Should be an MBA/CA/ICWA, similar experience preferred

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