Financial Analysis Senior Advisor Job Description

Financial Analysis Senior Advisor Job Description

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Financial analysis senior advisor provides pricing and Sales data analysis and reports using Excel, Access and Alteryx tools or other analytical tools.

Financial Analysis Senior Advisor Duties & Responsibilities

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

Sample responsibilities for this position include:

Coordinate IT solutions required to support financial forecasting and analysis (Excel models, SAP EPM products)
Manage Cost Adder process and support freight cost analytics
The Controller will utilize finance, analytical, and strategic planning skills to create, evaluate, control and execute revenue and profit management strategies and tactics for her/his territory in the ANZ Commercial business
Communicates forecast procedures and parameters to functional controllers
Develops tools for improving the forecasting and actuals/processes and rolls them out to the larger population
Key financial business partner for Sales Executive and both Inside and Outside Regional Sales Directors, Premier Pages Sr
Other responsibilities include training for sales, , quarterly revenue recognition, sales opex planning
The role interacts regularly with the finance controllers cross functional teams (Marketing, BUs, Sale Ops)
Focus on quarter end accruals for commissions, cost reclass
Evaluate business problems and recommend solutions

Financial Analysis Senior Advisor Qualifications

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

Education for Financial Analysis Senior Advisor

Typically a job would require a certain level of education.

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

Skills for Financial Analysis Senior Advisor

Desired skills for financial analysis senior advisor include:

MS Office Programs
Ability to learn new software tools quickly
Tableau
Financial analysis methods
Alteryx
Data warehouses and decision support tools
Excel
MSBI
Microsoft Excel
PowerBI

Desired experience for financial analysis senior advisor includes:

8+ years relevant experience in finance or a related field (CPA or MBA a plus)
This role requires strong commercial and analytical skills combined with an ability to learn quickly and understand the competitive business environment
Minimum 5-7 years of experience in a sales-facing finance environment
Facilitate value realization across the enterprise through execution of the Global Business Services strategy
Prefer a Bachelor's degree in Finance or Accounting with 6+ years relevant experience in Finance or a related field
The successful candidate should be able to demonstrate competencies in driving for results, dealing with ambiguity and the ability to handle multiple, conflicting priorities

Financial Analysis Senior Advisor Examples

1

Financial Analysis Senior Advisor Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of financial analysis senior advisor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial analysis senior advisor
  • Develops proactive enterprise-wide insights in support of ongoing performance variance analysis
  • Ensures the successful evolution of the operating plans into living documents that serve as the basis for monthly outlook updates
  • Project manages ad hoc finance initiatives and facilitates executive review and steering team sessions
  • Supervises cross-functional development teams to address strategic issues, and acts as a key consultant to senior finance and OU management
  • Provides supervision and direction to team of financial analysts
  • Promotes the Company’s safety culture to ensure a safe work environment
  • Directs the development and oversight of the 5-year operating plans, including template and process design, communications plans, timeline and milestone road map, and cross-OU coordination
  • Applies expertise to ensure the successful translation of the operating plans to operating budgets used for multiple financial planning purposes, including the long term plan and the General Rate Case
  • Supervises cross-functional development teams to address strategic issues, and act as a key consultant to senior finance and OU management
  • Excellent verbal and written presentation skills including ability to communicate analyses and recommendations in a simple, logical, and succinct manner to senior management
Qualifications for financial analysis senior advisor
  • MBA/Degree in accounting
  • Oracle Essbase, Oracle Project Accounting module and/or SAP
  • Ability to be a team player, troubleshooter and a consensus-builder
  • Excellent verbal and written communications skills (Spanish and English)
  • Ability to communicate with and explain financial concepts to non-finance stakeholders
  • Possess a strong flair for quantitative analysis, an ability to think big-picture and long term
2

Financial Analysis Senior Advisor Job Description

Job Description Example
Our company is looking for a financial analysis senior advisor. 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 financial analysis senior advisor
  • Experience leading projects and working with cross-functional teams, effectively collaborating with peers, management, and other organizations
  • Background in corporate finance, financial analysis, and critical thinking to identify and clearly communicate the resolution of unusually complex issues with innovative solutions
  • Co-ordinate forecasting & budgeting (including supporting analysis & reports), ensuring quality control during the process
  • Coordinate the administration of the forward looking information including its communication to internal management and external shareholders
  • Ensure the appropriate application of multiple accounting bases (USGAAP and IFRS) in the various planning tools
  • Coordinate IT solutions required for information sharing to key stakeholders (Oracle Hyperion products)
  • Complete quality & timely analysis to support performance management, advise on financial affairs and support longer term strategic planning including preparing sensitivity and scenario analysis
  • Establish & maintain relationships with internal and external stakeholders, providing requested information on a systematic and adhoc basis
  • Collaborate with and provide guidance to other team members to expand understanding, innovate and continuously improve
  • Providing analytical support to WW CSB Displays business partners with both regular and ad-hoc tasks related to improvement of the overall business through rigorous analysis and recommendations
Qualifications for financial analysis senior advisor
  • Global and regional channel rebate financial management
  • Undergraduate degree in Finance, Accounting, Economics or equivalent
  • Excellent presentation skills (oral & written) and Executive presence
  • Demonstrated ability to be proactive and self-driven with the capacity to work in a dynamic work environment
  • Typically requires 8+ years of related experience in Finance / FP&A with OPEX management knowledge
  • Revenue Units and Margin experience a plus
3

Financial Analysis Senior Advisor Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of financial analysis senior advisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial analysis senior advisor
  • Develop & deploy Tableau Dashboards
  • Develop & deploy Alteryx workflows
  • Provide guidance and play supporting role during Outlook, Forecast and Annual Plan interlocks with Sales Segments, Business Units, Procurement and others
  • Work and co-lead some of the WW Finance initiatives related to CSB Diplays
  • Collaborate with respective Product Group business partners on further strengthening of the core business financials and profitability
  • Participate on consolidation activities of WW Displays results and direct support of WW S&P Director
  • Drive process improvement initiatives by sharing and incorporating best practices across the regions
  • Proactive partnership with Financial Planning and Analysis team on core business analytics and reporting requirements
  • Build and solidify controls around CSB Displays
  • Support OPEX and Headcount on closing, outlook and forecast
Qualifications for financial analysis senior advisor
  • Experience with Hyperion and databases a plus Must be able to interact efficiently in an international environment
  • Minimum 7+ years of accounting or finance related experience, preferably with MNC and 2 years+ in lead/supervisor role
  • Undergraduate degree in Finance, Accounting, Economics or equivalent, with 8 to 10 years relevant experience in finance or a related field (CPA or MBA a plus)
  • Construction/projects, service and or energy project finance experience
  • Knowledge of percentage of completion & milestone accounting practices
  • Typically requires highly developed interpersonal skills for gaining necessary collaboration from business partners & ability to influence without authority
4

Financial Analysis Senior Advisor Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of financial analysis senior advisor. 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 financial analysis senior advisor
  • Analyze data across all Plans to derive optimal outcome
  • Manage the multi-million dollar innovation budget
  • Supporting business leaders with sub segment P&L’s for Specialty Business Units (SBU’s)
  • Lead within a matrix environment, including internal associates and consultants
  • Develop strong working relationships and establish a high level of credibility across the business, including other Finance teams and all organizational levels
  • Lead the financial close process transformation and drive partnership with accounting organization related to process improvement
  • Work across multi-ledger infrastructure, map and document dependencies and implications within the financial ecosystem
  • Focus on providing business insights, divers and explanations connected to financial performance of ISG organization and prepare and present executive readouts, dashboards, reports
  • Create tools to help the team with data analysis
  • Lead execution of key FP&A processes and interlocks – Forecast, Outlook, Quota Walk, Ops Reviews, Readiness Reviews and other
Qualifications for financial analysis senior advisor
  • The candidate should hold a Bachelor's degree in Finance, Engineering, Economics, or Accounting (or Masters in related field)
  • Experience with IT MNC preferred
  • Bachelor, MBA preferred
  • Ability to partner with key stakeholders
  • Able to present complex issues in a simple, logical, and succinct manner
  • Excellent verbal and written presentation skills including ability to communicate analyses and recommendations to senior management
5

Financial Analysis Senior Advisor Job Description

Job Description Example
Our company is hiring for a financial analysis senior advisor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial analysis senior advisor
  • Perform analyses and form opinions and suggestions that help bring more accuracy in Forecast and Outlook processes and to better understand the underlying drivers in the business
  • Ad-hoc analysis for the Finance Director and Business unit Controllers and work on Ad-hoc projects
  • Build and maintain partnership with key stakeholders and drive innovation, standardization and simplification
  • Proactively manage the organization’s holistic budget, staffing, multi-million program funding and outside spend, seeking to both to meet budget attainment goals and to maximize strategic investments
  • Aligns with finance on Quarterly Financial outlooks (week 6 and week 10)
  • Project manage BI and Analytics projects related to WCS, build global repository to accurately represent WCS portfolio
  • Develop BI dashboards and key analysis around WCS ( Working Capital ) portfolio
  • New Idea generation in collaboration with stakeholders
  • Working with Data science team to build automation solutions
  • Share/Present rules to business teams to influence the change
Qualifications for financial analysis senior advisor
  • Demonstrated experience in complex problem solving and critical thinking
  • Expertise in corporate finance, financial analysis, and critical thinking to identify and clearly communicate the resolution of unusually complex issues with innovative solutions
  • Understanding of utility business model and how various financial decisions affect customers and shareholders
  • Demonstrated ability to interface effectively and collaborate with peers, management, and other organizations
  • CFA, CFP&A, or similar certificate
  • Bachelor’s Degree Business, Accounting, Finance, Economics, or similar discipline

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