Advisor, Financial Analysis Job Description

Advisor, Financial Analysis Job Description

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Advisor, financial analysis provides financial modeling, financial analysis and valuation support for acquisitions, new product development, long-term contracts and other ad-hoc financial projects.

Advisor, Financial Analysis Duties & Responsibilities

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

Sample responsibilities for this position include:

Ensure process alignment and lead execution of an end-to-end financial process
Interact and maintain working relationships with Finance teams in other regions and interaction with the Accounting team on bookings and transaction analysis, especially during month close
Plans and oversees the daily activities of the team
Manage vendor funding receivable balance, monitor timely collection and minimize +90 days aged invoices
Drives standardization initiatives, manage ad hoc projects, document departmental policies and procedures, and ability to communication process changes to team members and key stakeholders
Budgeting – Interacting with and guiding the business, owning the budget process for your orgs and reviewing it with Business and Finance Leaders
Controlling – Tracking the actuals vs
Analyzing – Taking a deep dive on the financials of the orgs you support and make and present studies to improve their financial performance
Maintaining – Keep up to date the financial systems with the forecasts and outlooks, ensuring the dynamic business reorganizations are reflected in the financial systems up to date
Developing – Spot opportunities for systematization and automation of business and financial processes and spearheading the efforts, involving cross functional efforts

Advisor, Financial Analysis Qualifications

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

Education for Advisor, Financial Analysis

Typically a job would require a certain level of education.

Employers hiring for the advisor, financial analysis job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Accounting, Economics, MBA, Management, Industrial Engineering, Mathematics, Business/Administration, Marketing

Skills for Advisor, Financial Analysis

Desired skills for advisor, financial analysis include:

MS Office Programs
Ability to learn new software tools quickly
Financial analysis methods
Ability to apply Accounting
Auditing and Tax standards and principles
DOMS
DSA
Goal and POET tools
Inventory valuation
Product costing

Desired experience for advisor, financial analysis includes:

CIMA/ACCA qualification
The candidate should hold a Bachelor's degree in Finance, Economics, or Accounting
Financial services industry / Leasing experience a plus
The ability to work autonomously, be goal and deadline driven, with a high degree of
Must be able to interact efficiently in an international environment
Bachelor's degree in Finance, Industrial Engineering, Economics, or Accounting (or Bachelor's degree and Masters in related field)

Advisor, Financial Analysis Examples

1

Advisor, Financial Analysis Job Description

Job Description Example
Our innovative and growing company is hiring for an advisor, financial analysis. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisor, financial analysis
  • Review and develop increasingly complex financial models of business development initiatives including fully integrated financial statements and consolidation impacts with minimal oversight/ guidance from Manager/Team Lead and Senior Advisors
  • Review financial, economic and other key inputs provided by project stakeholders to ensure they are based on realistic and consistent assumptions
  • Provide ongoing commercial/regulatory support (toll forecasts, strategy analyses)
  • Review and develop increasingly complex financial models for business development initiatives including fully integrated financial statements and consolidation impacts
  • Support junior Analysts in building models to meet the applicable project requirements
  • Provide support within Global Operations the Global Compute and Client Solutions (GCCS) Organization and interfaces directly with a broad range of Enterprise Sales Operations Management and cross functional teams including Americas, EMEA, and APJ Functional Orgs and Specialty Sales
  • Develop reporting analysis to resolve a variety of business-related challenges
  • Evaluate business process & system requirements and make appropriate redesign recommendations
  • Implement processes to track successful achievement of savings initiatives
  • Build advanced financial models and lead issues to resolution, assert key facts and influence decisions based on objective information
Qualifications for advisor, financial analysis
  • University degree in finance, economics and/or applied mathematics
  • Minimum 4 years of work experience in finance or economics are required
  • Strong analytical skills are a must and good communication skills, ability to explain complex analyses in a simple way
  • Must have a good understanding of accounting
  • Advanced Excel skills is essential to the role
  • Experience with EPM, SAP, Hyperion Planning and Finance DataMart
2

Advisor, Financial Analysis Job Description

Job Description Example
Our company is hiring for an advisor, financial analysis. 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 advisor, financial analysis
  • Working closely with Business Unit & Segment FP&A teams, corporate team and regional accounting teams, building and developing relationships with key stakeholders and customers
  • Managing profitabilityby deal and discount approvals liaising with Pricing CoC and Special pricing organizations
  • Data developed
  • Maintain standard Opex analysis files for monthly close of Opex and Spend in GSD Cost Centers
  • Coordinate monthly sales commission accruals
  • Support special projects related to Opex
  • Assist corporate planning with insights into Opex financial performance
  • Maintain regular contact with GSD finance controllers to conduct outlooks and forecasts
  • Coordinate the monthly outlook of IT/Facilities allocations
  • This position will require interaction with Sales Operations, Sales, Accounting, Payroll and other financial organizations within Quest
Qualifications for advisor, financial analysis
  • Maintain the ODM inventory walk forward model as part of the SOX controls and action to minimize DGP parts leakage risk
  • Competent in MS Access and MS Excel
  • Drive for Results – Deliver on commitments in a timely manner
  • Change management – Ability to adapt to a dynamic business environment and challenge status quo
  • Strong understanding of business concepts and underlying details
  • Review and understand Compensation Plan, Crediting Rules, and Compensation Policy changes
3

Advisor, Financial Analysis Job Description

Job Description Example
Our company is searching for experienced candidates for the position of advisor, financial analysis. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for advisor, financial analysis
  • Comprehensively analyze and interpret projected results and ensure trends are substantiated and grounded in principle in order to provide senior management with an understanding of issues to allow them to take appropriate action where required
  • Identify process improvement opportunities within the FP&A group and propose solutions
  • Develop and maintain strong relationships with business unit asset teams, Business Development, Treasury, Tax, Risk, Corp Strategy, and Financial Reporting, to ensure that financial projections are valid and incorporate their collective outlook
  • Support management, and lead projects, to develop financial projections to meet the needs of other corporate groups
  • Support FP&A Transformation initiatives and take part in special projects as they arise
  • Identify process inconsistencies and recommend improvements
  • Support Business Partners in developing the effective reports and data points to assist analysis and decision making
  • Identify opportunities to leverage system tools to automate tasks / processes
  • Responsible for supporting assigned operations business units in annual budgeting and periodic forecasting of operating expense budgets
  • Accountable for monthly close processes including reporting, expense analysis, variance analysis and correcting discrepancies through journal entry creation
Qualifications for advisor, financial analysis
  • Validate Spiff/Contest/Bonus eligibility, and submit quarterly payout items
  • At least 2 to 3 year’s prior experience in a Controllership/FP&A role supporting the business
  • Advanced PC skills (Excel and PowerPoint a must
  • Prefer a Masters Degree in Finance or Accounting with 6+ years of professional experience
  • Master’s Degree (preferably in Economics or Management), financial and analytical experience (strong in Excel and PWP applications is a must)
  • Responsible for performing account reconciliations of equipment returned, amounts paid in rent, tracking miscellaneous charges
4

Advisor, Financial Analysis Job Description

Job Description Example
Our company is looking to fill the role of advisor, financial analysis. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for advisor, financial analysis
  • Manage the entire spectrum of Shipment, Revenue, Margin and OpEx other strategic planning tasks to navigate the business direction short term and mid-term in the region
  • This position will perform extensive financial analysis for senior executive management decision-making process with focus on profit/loss and other corporate key metrics such as units, price, and margin, operating expenses and operating income
  • This role will also administrate sophisticate financial models, database and reporting systems
  • Other responsibilities include managing daily, weekly, monthly, quarterly reporting, headcount, cost allocation and master sales plan
  • Work with operation team to make sure quota setting by geography team, by product to align to business strategy
  • Finance Qualification, with 5+ years’ experience, with superior financial analytical skills, financial acumen and details-oriented
  • Strong drive for results with ability to work remotely and with minimum guidance
  • Strong controllership, process management, and process improvement capabilities
  • Strong skillset in MS Office applications
  • Capacity and Opex Planning
Qualifications for advisor, financial analysis
  • Work with finance leadership team to develop a yearly Hoshin initiative scorecard and assign initiative owners
  • The individual must be highly proficient in Excel to be able to navigate effectively across multiple data sources to perform higher level business analytics
  • Master's degree required, and 5-7 years of relevant experience
  • 3-4 years’ experience in finance or related field, experience in Services related industry preferred
  • Ideal candidate will be self-motivated, detail oriented, able to tolerate ambiguity and perform day-to-day activities effectively
  • Should possess good understanding and ability to communicate business objectives
5

Advisor, Financial Analysis Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of advisor, financial analysis. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for advisor, financial analysis
  • Go-to-Market (GTM) Implementation Support
  • Sales Quota Setting
  • Set the Enterprise Core target by team level, looking at historical data, AMO, Capacity and other factors
  • Support to divide Team target into individual level by looking at historical data, AMO and other factors
  • Adjust the sales quota when account alignment changes
  • Lead the financial evaluation and development of capital program reviews that have a major financial or operational impact to the operating unit or company
  • Work with cross-OU initiative teams to assess and report on cost savings initiatives or cost pressure analysis
  • Lead the development of complex analysis to carry out affordability benchmarking & analytics with peer companies, including developing management reporting
  • Conducts analysis to support or identify projects including, affordability, and benchmarking
  • Influence decision making and may contribute to final decisions consistent with organizational authorization levels having a minor to moderate impact on the department or company
Qualifications for advisor, financial analysis
  • Must be proficient in Microsoft Office (PowerPoint/Excel/ect.)
  • Relevant Degree and 5 years of relevant experience
  • Excellent systems skills (Excel skills and forecasting skills a must)
  • Bachelor's degree in Finance or Accounting and experience in Finance or a related field
  • Build and develop relationships with senior leadership in Servers organization
  • Gain understanding of long term product and strategic planning

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