Senior Financial Analyst Job Description
Senior financial analyst
provides regular metrics reporting and analysis; retrieve, analyze, and present data using SQL and Excel.
Senior Financial Analyst Duties & Responsibilities
To write an effective senior financial analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included senior financial analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Work alongside accounting personnel during month end close to ensure timely and accurate financial results
Establish good working relationships with operational leadership, divisional accounting and corporate finance teams
Assist in month end variance analysis and accounting close process including AR and AP reporting
Will report to Vice President of Finance and work closely with five finance team members and a six person accounting staff
Assist General Accounting with month-end close
Recommending changes where appropriate to assure compliance with SOX 404 requirements and GAAP
Be responsible for accounting and reporting for corporate areas
Monthly financial statement corporate reporting using Hyperion
Reviews actual performance against authorized spend
Works jointly with the Sales department to monitor Accounts performance and uses insights to drive business decisions that improve overall financial company performance
Senior Financial Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Senior Financial Analyst
List any licenses or certifications required by the position: CPA, CMA, MBA, ACCA, CIMA, SOX, CFA, PMP, TS16949, CCIM
Education for Senior Financial Analyst
Typically a job would require a certain level of education.
Employers hiring for the senior financial analyst 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 Financial Analyst
Desired skills for senior financial analyst include:
Excel
SAP
SQL
One area
GAAP
Microsoft Excel
Accounting
MS Excel
Hyperion
PowerPoint
Desired experience for senior financial analyst includes:
Ensure accuracy of quarterly financial reporting
3-5years of relevant experience, particularly with financial analysis and/or monthly closes
Experience with some ERP (Oracle based system would be great)
Strong work ethic, with the ability to take initiative
Excellent communication, research skills and the ability to work with minimal supervision being team oriented are essential qualifications
Experience in similar roles or in insurance business, 5-10 years minimum
Senior Financial Analyst Examples
1
Senior Financial Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of senior financial analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for senior financial analyst
- Prepare support materials for health plans for Board of Director and SMT briefings
- Provide financial planning and analysis support to Finance Director of Corporate Functions during the annual Budget planning process and forecast updates
- Own and manage of SOX and other Compliance documentation for Corporate Functions
- Coordinate with Treasury all debt, swaps and derivatives instruments, recording transactions and performing related account reconciliations
- Track and report all audit and non-audit spending for the Audit and Finance Committee
- Prepare Investment schedule including analyzing, tracking all changes, and recording necessary mark-to-market adjustments
- Record journal entries with appropriate supporting documentation for activities primarily associated with debt, investments, intercompany eliminations and expense allocations
- Perform account reconciliations, including appropriate supporting documentation and with innovative use of technology
- Manage the annual process for Budget / Actual Restatements for management reporting
- Reconcile total cash per treasury system to the general ledger working collaboratively with Treasury
Qualifications for senior financial analyst
- A minimum of 3 years of experience in a financial analyst /role
- Essbase and Oracle experience preferred
- Have ownership of the complete suite of reporting
- Employ innovative techniques when presenting data
- Assist in preparation of yearly operating and capital budgets, the monthly/quarterly forecasts for USA TODAY properties
- At least five years of experience in financial analysis roles in the commercial environment
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Senior Financial Analyst Job Description
Job Description Example
Our company is searching for experienced candidates for the position of senior financial analyst. 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 financial analyst
- Decision/analytical support
- Participate in high level strategic conversations related to all parts of the Corporate Consolidated Financial Analysis and Planning, which could include LTP, STP, Debt, Treasury, M&A, Capital Structure, and more
- Take an active approach to being an expert on our company
- Develop, and maintain financial models for financial planning purposes
- Streamline and improve reporting and budgeting procedures
- Run reports to collect information for financial planning
- Assist in preparing monthly / quarterly management control presentations and the interpretive analysis of data
- Drive the detailed development of the annual operating plan, financial forecasts and strategic plans
- Play key role in annual budget and strategic planning processes
- Support company's business overall to assess new business development efforts through modeling, research, financial analysis, pricing studies, competitive analyses, and other ad hoc projects
Qualifications for senior financial analyst
- Must have advanced skills in Microsoft Excel (complex formula, pivots, modeling)
- Innovative thinking to work effectively cross-functionally in a matrixed environment
- Strong technology skills and working knowledge/understanding of business finance platforms
- Individuals with a Bachelor’s Degree in Accounting and professional certification (CPA, CFA or CFM, ) or an advanced degree would be preferred
- Monarch a plus
- 3+ year’s related experience within multinational manufacturing and commercial operations
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Senior Financial Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of senior financial analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for senior financial analyst
- Assists with the monthly agency billing and reporting
- Assists with establishing and refining cash billing and collections procedures, ensuring that documented Sarbanes-Oxley Act (SOX) processes are adhered to
- Provide timely financial reporting and analysis to support Sales teams within the finance organization
- Assist management team to identify ways to improve performance and achieve/exceed profit targets
- Coordinate monthly MBR process
- Lead annual planning and budgeting process
- Emphasis on providing price analysis, and join the bidding to support the sales deals
- Emphasis on providing system solutions and reporting to the Sales organization
- Global Operations & INTRIA
- Administration & Administered
Qualifications for senior financial analyst
- Demonstrated Excel proficiency, with ability to apply to reporting, modeling, and analysis
- Advanced working knowledge of MS Excel, MS Word, MS Power Point
- Proficiency with Excel is critical
- Individual will have a thorough understanding of Excel pivot tables, V-lookups, graphs, functions, links, , working with external data
- A minimum of four years of experience within a large company
- Minimum 5 years of solid financial analysis experience
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Senior Financial Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of senior financial analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for senior financial analyst
- Prepare and post accounting entries to record development and term deal expenses and accruals
- Research and prepare variance analysis and explanations
- Complete and submit required consolidation and reporting deliverables
- Track and manage information for general forecast updates of Capital and OPEX budgets
- Preparation and analysis of the periodic and quarterly management reporting of financial results for assigned Enterprise Facilities functional areas
- Provide routine communication with Enterprise Facilities managers relating to financial close, issues, and deliverables
- Offer analytical support to business units in relation to goals and initiatives
- Aid in the preparation of annual budget
- Aid in the preparation of monthly forecasts
- Lead business unit procedures
Qualifications for senior financial analyst
- Advanced Excel and Access
- MS Excel – use of advanced features for data analytics (lookup & pivot tables)
- Broad knowledge of US GAAP and its application
- Ability to establish and meet timelines
- Strong systems and tools skills
- Degree in Accounting or Finance with 6+ years of relevant experience or Master's degree with 4+ years of relevant experience
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Senior Financial Analyst Job Description
Job Description Example
Our company is looking for a senior financial analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for senior financial analyst
- Serve as process owner of intercompany accounting and elimination entries across the organization
- Supporting with the budgeting & forecast process
- Working towards improving key efficiencies whilst increasing profitability and maintaining growth
- Manage the New Product Costing Process in the Aramis & Designer Fragrances division
- Partner with the Global Marketing teams in each the division's brands to develop accurate cost objectives for all new product launches sets and limited life items
- Provide early COG impact analyses on new products at a regional and global level and prior to any purchase commitments being made
- Collaborate with Global Marketing and the Shared Service groups (GSR, GBSC, GBP, Product Dev., Packaging Dev., R&D, Mech
- Perform Strategic Planning and “What if Scenarios” involving current/future year COG impacts of new product scenarios
- Contribute guidance, information and analyses to the Global Brand during their annual Strategy and Plan development
- Participate in Value Analysis exercises in order to determine and implement cost reduction opportunities for existing products
Qualifications for senior financial analyst
- CA / MBA / CFA / CMA with 5 years of similar industry experience or a Bcom with around 7 years of similar industry experience
- Ability to work both independently and with cross functional teams and also build strong working relationships across all levels of the organization, including remote areas
- Thought leadership, ability to influence decisions in a highly matrix organization and Strong business and operational orientation
- Exceptional analytical and mathematical skills, along with attention to detail and accuracy
- Ability to deliver within committed deadlines while managing various time-zones
- Initiative, independence and Customer focus