Principal, Finance Job Description

Principal, Finance Job Description

167 votes for Principal, Finance
Principal, finance provides expert guidance to the finance systems team on finance requirements and workflows, finance reporting & analytics needs, and finance compliance requirements & standards.

Principal, Finance Duties & Responsibilities

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

Sample responsibilities for this position include:

Partner with operations and support functions to maintain a strong understanding of the key business drivers, specific business processes, and align with budgets and forecast and guides the future direction of the company
Develop and foster a cross-functional team approach, providing financial management support to all levels of the business team
Provide management with an overall business perspective by providing regular financial reports, highlighting risks, and assisting in the development of corrective actions
Manage marketing campaigns from concept to launch which includes strategy development, business case development, briefing marketing/creative teams, communicating with stakeholders, and driving marketing best practices and new marketing trends
Maintains business and process knowledge and seeks to keep up to date with best practice, new developments and changes in the market
Maintain business and process knowledge
Communicate with other departments including Sales, EPC, Accounting, Tax, Asset Management, and O&M on transaction details business planning and work processes
Identify ways to improve and streamline business processes
Drive business process efficiencies
Reports, analyzes and interprets financial, operating expenses and revenue information for management which could include trend analysis, budget versus actuals, identification of gaps and opportunities

Principal, Finance Qualifications

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

Licensing or Certifications for Principal, Finance

List any licenses or certifications required by the position: SAP, PMP, CPA, FRM, CISA, ITIL, CBAP, CCBA, SAS

Education for Principal, Finance

Typically a job would require a certain level of education.

Employers hiring for the principal, finance 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, Business/Administration, Education, Technical, Economics, MBA, Engineering, Computer Science

Skills for Principal, Finance

Desired skills for principal, finance include:

MS Office Excel
Financial and regulatory reporting requirements
Finance & Control and finance best practices to develop sophisticated hypotheses and test various conclusions
Finance processes and concepts
Financial reporting requirements
Prudential reporting
Cloud Technology and Infrastructure with experience supporting engineering

Desired experience for principal, finance includes:

Lead the preparation of the financial forecasts and budgets, including the identification and quantification of risks and opportunities
Lead through the management of labor costs and assists in the forecasting and analysis of support levels, head count and other costs drivers
Prepare the monthly invoice and take the lead in the management, recording and reconciliation of all intercompany passed on charges
Collaborate closely with the US global team in the management of department costs providing solutions and value adding initiatives
Perform profitability and performance analysis, understand operating/financial requirements, recommend alternatives to drive success, profitability, cost efficiencies and develop financial models for growth and expansion projects
Review and recommend improvements in the capacity and seat utilization

Principal, Finance Examples


Principal, Finance Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of principal, finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for principal, finance
  • Strong collaboration with other key stakeholders HSE, Legal, External affairs and other Risk business partners
  • Development of presentations to communicate the financial analysis to senior audiences including the Commercial Bank CFO various senior business partners
  • Design business process and Solution definition for Oracle Financials/ Supply Chain
  • Monitor the expense budget of departments and provide periodic reporting and collaborative engagement
  • Responsible for finalizing the cost budgets & forecasts along with the department leads
  • Work closely with the local and global finance organization on the monthly close & reporting process
  • Identifies and notifies management of areas that need process improvements areas that could gain cost efficiencies
  • Manage the priorities of the team for standardized processes and reporting in accordance with the management team’s deliverables, and by establishing consistent practices
  • Creates or assists with the monthly financial review presentation management reporting forecast and budget
  • Lead, manage, develop and motivate the team members through performance management
Qualifications for principal, finance
  • Lead direct reports in a manner that promotes their development, encourages their strengths, and results in a succession plan for leadership
  • A background in finance, accounting, SOX controls and audit is preferred
  • Previous production or call center environment experience is also preferred
  • Must have the ability to deliver solutions and manage multiple projects, initiatives and priorities in response to a fast-paced, challenging environment
  • Strong organizational skills with the ability to successfully develop cross-functional relationships
  • Comfortable working in a high-growth environment with globally dispersed resources and work teams

Principal, Finance Job Description

Job Description Example
Our company is growing rapidly and is hiring for a principal, finance. 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 principal, finance
  • Meet with decision makers, systems owners, and end users to define/document business, financial, and operations requirements and systems goals, and identify and resolve systems and process issues
  • Gain practical, working knowledge of ways business users leverage historical data to understand trends and answer questions
  • Lead design sessions in prototyping new systems and features in order to enhance business processes, operations, and information process flow
  • Make recommendations to improve the effectiveness and efficiency of existing business capabilities
  • Prepare and deliver reports, recommendations, or alternatives that address analysis solutions to existing business challenges
  • Partner with internal business constituents to facilitate, implement, and support processes and controls that increase overall efficiencies and decrease applicable risks to the enterprise
  • Support and lead the origination, analysis, structuring, documentation and execution of residential and commercial Project Finance transactions
  • Supervise analysts in in-depth financial analysis to develop the appropriate financing strategy for a given situation
  • Ad hoc analysis and special deep dives Spine improvement plans
  • Own all financial modeling during mid-year targets, SPIFFs
Qualifications for principal, finance
  • Bachelors degree in accounting or finance and must be a Certified Public Accountant (CPA)
  • A Certified Management Accountant a plus
  • 4 to 7 years prior managerial responsibilities
  • Excellent communication and interpersonal skills are required, including the ability to successfully develop and present concepts, strategies and proposals to executive management
  • Understanding of Revenue Cycle Management and intercompany controls
  • Excellent financial modeling MS Excel and Powerpoint Skills

Principal, Finance Job Description

Job Description Example
Our growing company is looking to fill the role of principal, finance. 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 principal, finance
  • Provide global oversight for the NetSuite platform that primarily supports Finance business functions
  • Produce documentation including requirements, business processes, and training materials
  • Perform functional and technical system activities including business process configuration, coordinate testing, work with offshore team and vendor on development activities, manage ticket queue and scheduled releases etc
  • Contribute to the design and execution of the practice’s growth plan
  • Lead other practice-building activities
  • Reviews the accuracy and completeness response(s) to ad-hoc request(s) from stakeholders
  • Establish cadence of meetings, communication strategy and housing agenda topics
  • Develop deep relationships with key internal stakeholders industry trade associations to vet corporate stance on housing agenda topics and socialize talking points
  • Monitor legislative and administrative activities in key issue areas
  • Interact with government officials and/or staff, as necessary, on public policy issues to achieve the best possible result
Qualifications for principal, finance
  • Experience in a pre-operating set up and multinational background is also preferred
  • Had a prior experience with the big three audit firms is also preferred
  • Must be able to lead and manage a lean team of two people, a leader but at the same a major contributor (on individual projects and initiatives)
  • Flexible, friendly, team-oriented disposition that thrives in a fast-paced environment
  • Should have managed project budgets of over $20 million
  • Minimum 15 years of Regulatory or Compliance experience within the Financial Services industry spanning Capital Markets, Banking and/or Insurance (e.g., Regulatory agencies, senior Regulatory Relations and/or senior Compliance positions within Financial Services organizations, investigators or related agencies with deep surveillance or intelligence experience)

Principal, Finance Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of principal, finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for principal, finance
  • Coordinating and leading the planning process conforming to business vision & objectives
  • Analysing options and valuing opportunities to enhance value outcomes for the business
  • Coaching customers in financial concepts to build commercial acumen in the business and develop capability to identify and influence value drivers
  • Prepare and negotiate bid and greenfield transaction documentation and risk allocation (including commercial contracts, such as shareholder agreements, concession agreements D&B and O&M subcontracts)
  • Analyse, negotiate, optimise and close of financial structures for project finance and infrastructure transactions including complex financial documentation (term sheets, funding agreements...etc)
  • Engage professionally and lead third parties, such as industrial partners, due diligence advisors and client representatives
  • Financial reporting and analysis including budgeting, forecasting, and variance analysis
  • Financial reporting includes understanding the financial system, extracting the data, building forecasts understanding the drivers of variances and trends
  • Create and maintain various financial models and validate the data integrity of those models
  • Participate in training and other Commercial team activities
Qualifications for principal, finance
  • 8+ years of experience in Finance and Accounting capacity
  • 3+ years of Lease Accounting and Tax knowledge
  • Ability to identify project impacting issues and work the IT Solutions team to develop and implement solutions
  • Minimum five (5) full life cycle implementation of SAP Finance modules required as a design lead
  • The candidate must be a qualified professional with a minimum of 7 years of experience in the capital markets space with both, finance (e.g., accounting and financial reporting) and treasury (e.g., liquidity management and funding) experience
  • External or internal audit experience a plus

Principal, Finance Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of principal, finance. 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 principal, finance
  • Serve as a project leader on moderate to large-sized technical projects
  • Supply constant and real-time financial information to management on revenue streams and forecast variance
  • Prepares response(s) to ad-hoc request(s) from stakeholders
  • Enable Asset management (Risk Steering Committees and Leadership Teams) to monitor and drive process performance
  • Actively provide leadership in Risk Management practice across Coal Assets with the aim of improving risk management practices and internal control
  • Provide financial oversight of Coordinated Care Organizations (CCO)
  • Create and implement policies to optimize the agency's financial performance and
  • Ensure processes are comprehensively planned and simple
  • Collaborate in the planning, design, testing, and deployment of new capabilities
  • Create process flows, specifications, diagrams, and charts to provide direction to system programmers
Qualifications for principal, finance
  • Bachelors Degree in Finance, Economics, Political Science, Public or Administration, or Law or Military experience
  • At least 5 years of experience in Housing Finance, Housing Public Policy, Real Estate Law, or Economics Research work at federal agency or with another company
  • 7 years of experience in Housing Finance, Housing Public policy, Real Estate law, or Academic Economics Research work at a related federal agency or with another company
  • 3+ years’ experience in strategic analysis & planning
  • Demonstrated independent problem solving and strategic thinking abilities
  • 8+ years of experience in Finance, Planning & Analysis

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