Senior Financial Job Description

Senior Financial Job Description

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Senior financial provides active advice/support and oversee the Credit (Sales) unit, Private Bankers and Investment Advisors on credit structures as well as credit policies and products related matters.

Senior Financial Duties & Responsibilities

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

Sample responsibilities for this position include:

Responsible for the cash and balance sheet forecast process during monthly, quarterly and yearly budgeting processes, including preparation of P&L to Cash conversion file templates, co-ordinating the submission of cash schedules from production studios, submission of cash forecast to SAP, preparation of Games cash forecast, preparation of production spend schedule, variance analysis
Support Manager, Financial Planning in SAP vs
Develop and maintain complex models in excel to aid in financial modeling, reporting, and analysis
Lead critical quarterly closing processes and related compliance activities (e.g., Sarbanes-Oxley controls, general ledger to subledger tie-outs)
Maintain retail sales performance tracking of key titles, including producing and distributing daily / weekly / periodic sell off tracking reports and other key management sales reports
Assist and interface with WBHE Sales and Marketing departments in developing / expanding promotional activities for digital/video releases and client incentive programs, including providing pre-release analytical support
Responsible for all fixed asset and various non-fixed asset accounting functions in the accounting department
Weekly forecast management
Confirm and update talent and co-financing deals with legal and production accounting
Develops routine and ad hoc financial analyses and reports focused on business

Senior Financial Qualifications

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

Licensing or Certifications for Senior Financial

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

Education for Senior Financial

Typically a job would require a certain level of education.

Employers hiring for the senior financial 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, MBA, Economics, Business/Administration, Education, Management, Math, Finance/Accounting

Skills for Senior Financial

Desired skills for senior financial include:

Consumer lending practices
Credit analysis and industry compliance standards
Credit products/services
Investment/deposit products/services
Cash management
Credit
Investment and wealth protection to help clients meet their goals
Excel
SAP
SQL

Desired experience for senior financial includes:

Special projects & Ad Hoc Analysis as required by managements
Must be able to work regular hours in addition to non-traditional hours, weekends & holidays Desired
BA/BS degree in Finance, Accounting, or Economics required
Must have knowledge corporate financial statements
Must have basic knowledge of database systems
Provides financial advice and analysis to T&O Applications Non-development Executives and Senior Management (as assigned)

Senior Financial Examples

1

Senior Financial Job Description

Job Description Example
Our growing company is hiring for a senior financial. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for senior financial
  • Supporting the annual budgeting process including the setting of product standards and working with departmental managers to forecast overhead spending
  • Assist Account Analyst Manager and the Sales organization with client profitability analysis
  • Assist Planning and Analysis with developing the annual budget
  • Assist with miscellaneous projects, such as the annual test costing exercise
  • Support Assistant Controller with various ad-hoc information requests
  • Work as a liaison with Corporate Finance to respond to information requests
  • Preparing and presenting monthly financial review for management
  • Monitoring and analyzing variances
  • Performing product costing
  • Assist with preparation and testing
Qualifications for senior financial
  • Teamwork/Relationship Management - ability to work effectively in teams and interfaces with a broad range of stakeholders
  • Strong leadership & relationship management capabilities
  • Proven ability to lead projects and deliver successfully
  • Proven ability to understand software development, and lead/write VB Application code
  • Strong knowledge of Microsoft Office (PowerPoint and Word)
  • Familiarity with Carpe, Clarity, and EPMO standards or tools are an asset
2

Senior Financial Job Description

Job Description Example
Our company is growing rapidly and is hiring for a senior financial. 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 senior financial
  • Strong focus on standardization and consistency of processes
  • Actively re-prioritizes work when new, higher-priority work needs to be completed
  • Completing standard cost rate forecasting, methodology reviews and all financial analysis related to standard costing
  • Preparing financial analysis reports for new strategic projects
  • Proving financial leadership to PAC Shared Services in reporting key financial information, analyzing trends, and identifying key risks and opportunities
  • Investigating and explaining variances to budget, forecast and bid
  • Perform customer level pricing / profitability analysis
  • Provide variance analysis commentary for monthly reporting to finance and senior management
  • Prepare, analyze and review monthly rolling forecasts, annual budgets and three year plans
  • Increase forecast timeliness, quality and accuracy
Qualifications for senior financial
  • Proven financial, retail and/or operational knowledge, exposure to contemporary cost accounting, manufacturing flow, and management reporting practices
  • Self-starting/self-directed
  • Undergraduate (BS/BA) degree in finance, business administration or accounting
  • Prepare the monthly finance pack
  • Responsible for monthly P&L and cash-flow forecasting
  • Own the budget and 5 year plan processes, ensuring that these are in line with the business
3

Senior Financial Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of senior financial. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for senior financial
  • Collaborates with Financial Reporting & Accounting, Finance and Credit & Collections personnel to assist in researching and expediting discrepancies and variances for barter activity
  • Prepare and analyze financial and operational reports, perform variance analysis
  • Assist in validating Invigorate reporting in coordination with key Operational Leadership Team members
  • Provide value added analysis related to Regional Commercial and Operations Leadership
  • Use Raw Data to create Analysis that can be used for decision-making
  • Be responsible for understanding critical revenue metrics in the Region
  • Forecasting, budgeting, reporting
  • Variance analysis and other ad hoc projects
  • Preparation of monthly estimates
  • Responsible for some of the process related to the Actual Closing, Forecast and Planning of Selling Organization
Qualifications for senior financial
  • Should have exposure to high quality presentation roles typically in analytics, data mining, marketing nature of roles
  • Bachelor degree with a focus in business or economics
  • Evaluate employees' job performance and decide on performance rating
  • Bachelor’s Degree in Accounting or equivalent training
  • Typically 1+ years of experience as a senior in an accounting firm
  • Working knowledge of accounting processes and principles
4

Senior Financial Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of senior financial. 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 senior financial
  • Prepare monthly and quarterly management reports highlighting revenue, cost and profit drivers across FOX businesses
  • Prepare executive summaries of divisional quarterly forecast and annual budget presentations, focusing on key financial assumptions and operating metrics
  • Responsible for accurate and timely presentation of key operating metrics of FOX businesses (Cable, Broadcast and Film segments) on the Executive Digital Dashboard
  • Manage corporate contracts and billings for Nielsen ratings services, transponder pools and other services utilized across multiple FOX divisions
  • Other ad hoc projects and reporting as required
  • Assisting in month end
  • Consolidation of financial results
  • Being a part of system implementation
  • P&L and balance sheet account mapping
  • Cash flow reviews
Qualifications for senior financial
  • Fluent English and Hebrew essential
  • Become subject matter expert for functional organization, tie back business execution and deliverables to financials
  • Engage with budget owners, gather financial planning details, conduct interlock sessions, and help facilitate target setting for the fiscal year as well quarterly recommits
  • Conduct forecast review meetings, engage data driven conversation, provide explanation to variances, make recommendation pro-actively as needed to ensure execution to spend guidance, and facilitate accurate reporting from financial systems
  • Provide managerial reporting by programs, funding sources, initiatives, and assist with forward looking planning
  • Produce monthly forecast, Drive accountability to ensure monthly execution by spend categories, track actual execution against commit, collaborate effectively with other team members and communicate results
5

Senior Financial Job Description

Job Description Example
Our company is hiring for a senior financial. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for senior financial
  • Work on various special projects outside of the role (20%-30% of time)
  • Participate heavily in the annual budget and quarterly re-forecasting processes that involves planning, supporting budgeting and forecasting tools, determining financial goals and related guidance, communicating process and guidance to property managers, and reporting on results to senior management and Board
  • Perform various property valuation and investment return analysis, including buy/sell/hold and re-financing feasibility
  • Perform various underwriting and due diligence functions on possible future acquisitions/dispositions
  • Support monthly reporting processes which include operating metrics, variance reporting, cash forecasting, and capital expenditures
  • Standardized reporting and analysis of results across a portfolio including several third party property managers
  • Create and build financial and operational dashboard reports and other similar tools
  • Identify and highlight key operating trends and assist in the preparation of monthly financial operating results commentary for senior management
  • Work closely with the asset management team to ensure collaboration and to support the property management efforts
  • Assist in updates to G&A and corporate overhead schedules
Qualifications for senior financial
  • CPA and/or MBA preferred with track record demonstrating strong business acumen combined with accounting fundamentals
  • Proactive vs
  • Effective Interaction with all levels of the organization
  • Resourceful problem solver able to prioritize and meet deadlines
  • Able to take a request with basic guidance and deliver a presentable finished product
  • Able to maintain the big picture while being detail oriented

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