Financial Analyst, Senior Job Description

Financial Analyst, Senior Job Description

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Financial analyst, senior provides accounting support for the annual audit work on the consolidated financial statements, employee benefit plans, and federal grants.

Financial Analyst, Senior Duties & Responsibilities

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

Sample responsibilities for this position include:

Be responsible for revenue recognition, and the general ledger recording, reporting, calculation and analysis of receivables and related disallowance and bad debt reserves for business units
Continually reassess customer needs in light of business/market dynamics
Proactively identify trends and work with Business Partners to adjust deliverables accordingly
Analyze contract performance of third party payers and communicate results, trends, and key learnings to internal business partners (including SMT)
Play a leading role in the calculation, analysis and maintenance of the Health Plan Sales compensation plan, which includes management of books of business, performance tracking and analysis
Evaluate the performance of Health Plan Employer groups by reviewing the information, identifying trends and areas of opportunity thus providing the business with strategic insights and reporting
Develop innovative ways of providing business intelligence in order to drive operational reporting efficiency and productivity within the Contract Analytics group by developing automated applications
Along with a myriad of ad hoc projects ranging in scope from M&A to systems integration and work flow optimization
Generation of daily/weekly manufacturing operational performance results
Serving as a backup for multiple functions including processing of weekly payroll

Financial Analyst, Senior Qualifications

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

Licensing or Certifications for Financial Analyst, Senior

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

Education for Financial Analyst, Senior

Typically a job would require a certain level of education.

Employers hiring for the financial analyst, senior 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 Financial Analyst, Senior

Desired skills for financial analyst, senior include:

Business
Its products and processes and serves as a resource to team members on escalated issues
Accounting principles
Excel
Compilation and reporting of federal financial statements
Financial statements for federal accounting
Accounting per government accounting and audit standards
Business processes
Financial management practices
Practical field work in governmental accounting and auditing

Desired experience for financial analyst, senior includes:

Professional designation in finance (CMA or CA) is considered an asset
MBA with concentration in Finance Management preferred
BS in Finance, Accounting, or Economics with 3-5 years experience in financial analysis
Work effectively on cross-functional teams and with non-financial leaders
Retail/restaurant chain experience in store facing role preferred
Access skills a plus

Financial Analyst, Senior Examples

1

Financial Analyst, Senior Job Description

Job Description Example
Our company is looking for a financial analyst, senior. 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 analyst, senior
  • Provide summaries of pipeline for review with business partners
  • Coordinate the planning and forecasting across all Product Division Business Units and Departments
  • Business Unit pro forma statements
  • Provides complex financial analysis for a financial function or the business
  • Consults with business leaders to guide and influence strategic decision-making processes
  • Represents the business unit during cross-regional and functional planning processes
  • Quantitative analysis for business planning
  • Business/tactical plan development
  • Partner with business stakeholders in sales and marketing, operations, and divisional departments to develop working numbers that assist in decision-making and strategic insights
  • Develop, analyze and track business, departmental and financial KPI’s
Qualifications for financial analyst, senior
  • The candidate must be self-motivated with the ability to work independently and resolve problems with limited information
  • Knowledge and familiarity of apparel industry and/or technology operations is a plus
  • Will have 3 to 5 years financial planning experience with a large Fortune 500 or equivalent
  • Must be able to work independently, and as part of a team, in a fast paced environment
  • Strong decision making, problem solving, and analytical skills, excellent verbal and written communication skills
  • Work with other finance partners and line managers to plan, budget and forecast
2

Financial Analyst, Senior Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial analyst, senior. 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 analyst, senior
  • Working with business development teams to identify potential acquisition candidates
  • Provide input for forecasts based on acquired business insights
  • Drive Forecast accuracy through a closer work with cost centers owners and business decision
  • Responsible for getting plan and forecast numbers loaded in the system after consulting with the business leaders
  • Ensure accurate and timely completion of reporting deliverables in advance of Quarterly Business Reviews, MBRs
  • Management of completing priorities with the ability to think long term
  • Create and maintain standard monthly financial reporting package for the group
  • Develop comprehensive budgeting package along with EVA/Vision outlook
  • Ability to consolidate sales and profitability reports for various plant locations into one report
  • Liaison to corporate financial reporting group and tax department
Qualifications for financial analyst, senior
  • MBA, CPA, or equivalent highly desired
  • Participate in monthly pacing and budgeting process, including template generation, data upload and variance analysis
  • Bachelor’s degree in Business, Finance, Accounting, or equivalent required
  • This is a Master Level Analyst position on the newly created ES Central Analytics Organization
  • Ability to influence an entire business within a broad scope, interacting with individuals at the Vice President (VP) and Senior Vice President (SVP) level
  • This is an Expert Level Analyst position on the newly created ES Central Analytics Organization
3

Financial Analyst, Senior Job Description

Job Description Example
Our growing company is looking to fill the role of financial analyst, senior. 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 analyst, senior
  • Establish and maintain business partnerships cross functionally to promote teamwork and organizational alignment
  • Support business owners in the development of cost benefit analyses
  • Prepare financial analysis of processes and make recommendations
  • Assist with annual and long range budget and forecasting for sales, payroll, and other store expenses
  • Work with all department heads to review P&L variances in order to keep expenses in line with the Budget
  • Perform Weekly and Monthly Reporting and Analysis of Sales and Key Performance indicators
  • Interact with the senior management team for financial analysis, internal reporting, planning and budgeting including sales and controllable store expenses
  • Prepare quarterly presentations for the Executive Team and BOD
  • Build strategic models and conduct analyses to project financial implications of various Real Estate, Operational, and Merchandising tests and strategies
  • Track and analyze Retail initiatives
Qualifications for financial analyst, senior
  • Support the Chief Accountant who is responsible for the execution of the activities to meet local entity compliance & US GAAP reporting
  • Strong knowledge of local compliance and statutory requirements
  • Experience with local VAT reporting and tax reporting
  • Strong understanding of Israeli GAAP
  • Good understanding of US GAAP would be an advantage
  • Basic bookkeeping experience
4

Financial Analyst, Senior Job Description

Job Description Example
Our company is growing rapidly and is hiring for a financial analyst, senior. 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 analyst, senior
  • Interact with SPE contract administration, business affairs and TV finance
  • Business partnering with internal & external relationships including senior executive stakeholders
  • Develop and maintain the full year global mix-of-business analysis showing actual/projected units, sales, cost, gross profit and mix by category, subcategory and region
  • Collaborate with Global Marketing and Global Business Planning on SKU rationalization for new products with the objective of maximizing portfolio profitability and mix
  • Oversee the preparation of the annual budget and monthly reporting for the business
  • Develop a thorough understanding of client’s business and manage overall financial performance
  • Provide close support during annual Business Planning
  • Develop business analysis
  • Work with the Business COO to develop dashboard/performance reports
  • Act as the liaison between Sourcing, Product costing, and FP&A team
Qualifications for financial analyst, senior
  • Ability to identify and report KPIs
  • Familiarity with modeling software & modeling concepts
  • Three or more years of financial analysis/accounting experience
  • Hyperion or other ERP system preferred
  • Relentless pursuit of high quality work products
  • Able to demonstrate leadership/team player values
5

Financial Analyst, Senior Job Description

Job Description Example
Our company is searching for experienced candidates for the position of financial analyst, senior. 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 analyst, senior
  • Create financial models to evaluate business decisions
  • Provide management with recommendation for continuous improvement in business processes
  • Responsible for system improvement and business support, quarterly and year end reporting package as requested
  • Create business trend analysis and identify areas of success and improvement
  • Interact cross-functionally for business operations problem-solving
  • Working with business unit managers to develop and maintain budgets for an assigned range of retail sales channels
  • Pulling data from many different sources and systems, then using advanced Excel techniques (lookups, pivot tables, scripts) to analyze it and build reports from it
  • Preparing reporting packages for business unit managers, and corporate executive leadership
  • Identify areas of conflicting processes and goals
  • Liaise with members of Finance, Client Group and Legal
Qualifications for financial analyst, senior
  • Working knowledge of Oracle desirable
  • 3-7 years industry or public/industry experience in a Corporate FP&A role
  • Manufacturing industry background a plus
  • Minimum of three (3) years Accounting or Finance experience required
  • Must have excellent written and verbal communication skills and communicate effectively with all levels of management, peers and external clients
  • General office activities required

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