Analyst / Senior Financial Analyst Job Description

Analyst / Senior Financial Analyst Job Description

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Analyst / senior financial analyst provides financial stewardship to clients on financial and/or accounting matters, partnering with Technical Accounting, Business Controls, etc.

Analyst / Senior Financial Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Developing reports for budgeting and forecasting purpose checking variances from budget
Key contact for internal and external Auditors
Identify, recommend and assist in implementing processes/controls/productivity improvements including automation of current manual processes
Meet with the VP/AVP’s and review monthly results, follow-up and close issue in a timely manner
Researches and resolves difficult transaction issues
Assignments include interaction with senior management, higher levels of risk
Involved with business planning responsibilities, such as budget reports, regular forecast reports business strategy reports
Act as finance lead on a wide variety of supply chain projects and initiatives
Analyzes and reviews financial data supporting investment business cases to ensure viability, validity, accuracy and completeness
Analyzes capital project plans and assists management in the preparation of capital project business cases, financial analysis and capital appropriation forms

Analyst / Senior Financial Analyst Qualifications

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

Licensing or Certifications for Analyst / Senior Financial Analyst

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

Education for Analyst / Senior Financial Analyst

Typically a job would require a certain level of education.

Employers hiring for the analyst / 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 Analyst / Senior Financial Analyst

Desired skills for analyst / senior financial analyst include:

Accounting principles
Macros/VBA
Cornerstone
Essbase
SQL
Card business model and economics
Excel
Excel and PowerPoint
Financial Planning & Analysis processes
Microsoft Dynamics AX accounting system

Desired experience for analyst / senior financial analyst includes:

Primary finance contact for assigned T&O IT Application Non-development Executives and Senior Management
Responsible for following activities planning, forecasting, budget, cost analysis, equipment accounting, drivers and levers analysis, management reporting, chargeouts/recoveries, project/PAR support to assigned T&O IT Application Non-development groups
Support Blended workmonth rate reporting analytics
Retail or manufacturing background/ experience preferred
Deep understanding and hands on experience of forecasting and planning full financial statements
Desire to work seamlessly within a strong team and work well with little or only general instruction in a fast-pace, unpredictable ambiguous environment

Analyst / Senior Financial Analyst Examples

1

Analyst / Senior Financial Analyst Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of analyst / 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 analyst / senior financial analyst
  • Month-end general ledger close journal entries and supporting reconciliations
  • Drafting internal financial reports and supporting analytics for division senior management
  • Promoting completeness and accuracy of regulatory reporting data quality by independently validating Basel (II/II.5/III) processes and controls from transaction capture through regulatory reporting
  • Take full ownership and responsibility for the valuation and recording of all revenue and associated receivable reserves for all domestic businesses and the related accuracy and integrity of the reported numbers, ownership and responsibility for the analysis, forecasting and budgeting of revenues and volumes
  • Ensure an appropriate accounting control environment that produces “no surprises"
  • Tightly manage the internal control environment
  • Meet the requirements of the Company’s Internal Control Assessment supporting requirements of Sarbanes-Oxley, ensure “clean” internal and external audit reviews, adherence to accounting policies and authorization practices, and overall integrity of the financial statements
  • Facilitate Post-Execution process for Health Plan Contracts, which includes the validation of the receipt of signed documents for archives
  • Design and administer a repository of contracted fees for use by Sales & Marketing, Finance, Contract Support, and Revenue Services (Billing) for contract negotiations support, P&L development, look-back analysis and billing reviews
  • Execute related ad hoc analysis and reporting as needed
Qualifications for analyst / senior financial analyst
  • Experience in using and managing budget/planning systems (SAP, Hyperion, Business Objects, Cognos, etc)
  • Experience in a technology finance environment is an advantage but not mandatory
  • Financial / Accounting -- Detailed knowledge of financial accounting processes and internal control structures, ability to quickly absorb information on a variety of complex issues (financial and non-financial) and provide insights on key issues and present findings
  • BA/BS degree in accounting or related business field or equivalent work experience required
  • Minimum 3 years experience in a finance related field required
  • Minimum 5-7 years of financial planning and analysis experience with a proven
2

Analyst / Senior Financial Analyst Job Description

Job Description Example
Our growing company is looking to fill the role of analyst / senior financial analyst. 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 analyst / senior financial analyst
  • Incorporate FX rate fluctuations into analysis
  • Drive standardization & process improvement across all planning aspects including best practices
  • Detailed tracking, planning and analysis of headcount across the group
  • Instinctively recognize inconsistencies in financial data and initiate appropriate corrective action
  • Support and collaborate with the Products FP&A team to enhance the function’s contribution to the company
  • Maintains financial controls while working closely with the IT team to drive creative solutions
  • Identifies and implements possible process improvements
  • Participating in month-end-closure activities
  • Assisting with budget preparation and strategic planning
  • Collaboration with service line leaders
Qualifications for analyst / senior financial analyst
  • Responsible for preparing presentations to the Board
  • Ad hoc financial analysis for the Financial Director & Business Heads
  • Providing detailed reports for senior business leaders
  • 2+ years of Finance or FP&A experience
  • Ability to consistently produce high quality deliverables with strict attention to detail
  • Advanced data analytic capabilities including understanding of variance analysis, financial performance monitoring the ability to summarize vast, complex financial results into meaningful and insightful high level deliverables intended for an executive audience
3

Analyst / Senior Financial Analyst Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of analyst / senior financial analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analyst / senior financial analyst
  • Monthly analysis of Selling Expenses comparing to Latest Forecast, Profit Plan and Prior Year
  • Develop and maintain financial models to support decision making, including but not limited to major Selling initiatives
  • Provide risk assessments and recommendations as requested
  • Prepare ad hoc reports and analyses, as requested
  • Responsible for reporting Actuals, comparing them with plan/latest forecast and writing commentary for major variances
  • Should be in a position to give heads up to the leaders with respect to any unforeseen expenses, Risks & Opportunities
  • Should have keen eye to details especially in situations where cost reduction is necessary and make recommendations to the leadership
  • Forecasting, Planning, and Reporting – Assist the onshore services team in monthly forecast and annual planning processes
  • Prepares the by-title advertising sales revenue reporting for the monthly and quarterly General Ledger closes
  • Prepares monthly and quarterly revenue analyses including researching and explaining variances
Qualifications for analyst / senior financial analyst
  • Experience with Microsoft Excel, and Oracle Financials reports
  • First level university degree with a focus on business or economics
  • Degree or accounting certification is an advantage (e.g., Certified Public Accountant (CPA), Master of Business Administration (MBA))
  • Very good understanding of accounting principles and financial analysis with advanced knowledge in one area
  • A minimum of six years’ experience with a mid to large company
  • Experience with proformas
4

Analyst / Senior Financial Analyst Job Description

Job Description Example
Our growing company is looking for an analyst / 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 analyst / senior financial analyst
  • Management reporting and performance analysis for senior management
  • Budgeting, forecasting and ad hoc analysis
  • Develop and execute training programs for finance team skill enhancements
  • Performs review analyses, including accumulation of data, financial modeling, and reporting of outcomes and presentations of metrics
  • Assist in monthly close of the general ledger
  • Prepare quantitative reports for presentations to managements, shareholders or others as appropriate
  • Prepare quarterly analyst data
  • Summarize and analyze financial data from various internal and external sources
  • Co-pilot the Annual Cost Revision Process
  • Conceive and perform the day-to-day upkeep of Facilities OPEX and Capital budgets
Qualifications for analyst / senior financial analyst
  • Load financial details in financial systems for fiscal year budgeting, quarterly recommits and monthly close
  • Track & manage functional headcount & resources
  • Approve PRs and cross charges for the functional group, reconcile open PO report, GL and A/P details for analysis and month end closing
  • BS/BA Degree in Finance or Accounting with 8+ years of Finance/Accounting experience or Master’s degree with 6+ years’ experience
  • The candidate must be a self-starter, have the ability to work independently and be comfortable with ambiguity and change
  • Prior experience with information technology finance (desired) but not required
5

Analyst / Senior Financial Analyst Job Description

Job Description Example
Our company is growing rapidly and is hiring for an analyst / 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 analyst / senior financial analyst
  • Perform special ad hoc projects and analysis on a frequent basis
  • Track and forecast all costs and disbursements relating to term deals and development projects including check request coding and recoupment
  • Analyze progress of production slates, loan out of term deal producers, and make recommendations on the impact of any early disposition of term deals
  • Gather appropriate supporting documents to allow network billing and ensure that the billing department does so accurately and timely
  • Monitor cash disbursements relating to term deals and development projects
  • Review check requests including payment set up calculations on overall term deals, all payments pertaining to development projects
  • Provide management support with coordination of quarterly external audits
  • Assist in the maintenance and preparation of the monthly Creative and Development
  • Responsibility of monthly analysis
  • Production of the reports providing performance vs budget analysis
Qualifications for analyst / senior financial analyst
  • Analytical skills necessary to review/analyze accounting and financial data to substantiate financial statement balances and prepare financial statement account reconciliations
  • Strong ability to identify, measure, evaluate and improve the effectiveness of accounting, financial, managerial and operational controls which includes lean accounting
  • Ability to organize, prioritize and manage multiple projects simultaneously with a strong attention to accuracy and detail
  • Bachelor's degree in Accounting or related area of study
  • 2+ years of experience in a manufacturing environment either through public accounting or directly through another manufacturing company
  • Ability to work on tasks for are often unstructured, have wide implications and have multiple outcomes

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