FP&A, Senior Analyst Job Description
FP&A, Senior Analyst Duties & Responsibilities
To write an effective FP&A, senior analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included FP&A, senior analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
FP&A, Senior Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for FP&A, Senior Analyst
List any licenses or certifications required by the position: CPA, CMA, MBA, CFA, CA, TM1, ACCA, CIMA, SOX
Education for FP&A, Senior Analyst
Typically a job would require a certain level of education.
Employers hiring for the FP&A, senior analyst 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, Education, MBA, Economics, Business/Administration, Graduate, Finance/Accounting, Master of Business Administration
Skills for FP&A, Senior Analyst
Desired skills for FP&A, senior analyst include:
Desired experience for FP&A, senior analyst includes:
FP&A, Senior Analyst Examples
FP&A, Senior Analyst Job Description
- Summarizing results of analysis for monthly presentation to senior corporate, regional and executive management
- Participating in preparation of various analytical reports for distribution to executive management
- Assisting in the preparation of the monthly business update distributed to the Board and Senior Management, which recaps the Company's monthly operating performance
- Participating in the annual planning and quarterly latest estimate ("LE") processes, including consolidation of country submissions, analysis, resolution of differences and preparation of Board and Senior management presentations
- Following-up with regions regarding missing or incomplete submissions and prepare a scorecard to report adherence to deadlines and data requirements
- Prepare timely and accurate reporting and analysis
- Maintain/update and improve corporate models
- Capex reporting
- Business partnering with numerous teams across the business
- Assist in the preparation of strategic plans and budgets
- ASX reporting presentations
- Scenario based projects
- Complete additional adhoc tasks
- Prepare ad-hoc forecasts to support decision making
- Manage the budgeting and forecasting processes
- Collect and present financial information to senior executives relating to risks and opportunities for issues and improvements
FP&A, Senior Analyst Job Description
- Organize data for monthly variance and ad-hoc analyses
- Lead cross-functional teams through projects
- Oversee and review staff performance
- Interact with multiple levels of staff across TW Corporate disciplines (Investor Relations, External Reporting ) and operating divisions
- Present information in formal and informal settings, and using a variety of media
- Prepare and communicate competitor analysis including industry and peer data and trends
- Maintain and expand financial models as part of annual budget process
- Participate in the planning and administration of the annual budget process including detailed review and analysis of divisional budget submissions
- Prepare presentations, perform ad hoc financial analyses for senior management, and participate in various corporate wide special projects and initiatives
- Assist with annual capital budget, including preparation of budgets
- Strong modeling, forecasting and budgeting experience
- Knowledge of SAP or Hyperion, preferred
- Utilize SAP system in researching accounting issues
- Assist with operating budget review and analysis as required
- Train/cross-train staff as needed
- Must have 3+ years of relevant experience in Public Accounting, External and Internal Audit, GAAP and SEC reporting, Month-/Quarter-/Year-end close, Budgeting, General Accounting, and Financial Analysis
FP&A, Senior Analyst Job Description
- Reporting on profitability and financial statements
- Drive the reporting function by building dashboards and other summaries for management
- Support quarterly close process, including pacing performance and identifying risks and opportunities
- Lead all aspects of controllable expenses reporting including identifying key trends, summarizing themes for leadership teams, and providing ideas to save money and improve controllership
- Participate in ad hoc projects in order to gain knowledge in other areas and cultivate creativity
- Coordinate and develop the annual, quarterly, and monthly forecast for assigned departments, including updating the department’s forecast as necessary, identifying variances and recommending corrective action
- Serve as liaison between the business partners and FCS
- Conduct financial and strategic analysis to support significant business decisions
- Analyze expense and revenue drivers
- Issue monthly, quarterly, and ad hoc reports used by business partner management, such as financials, strategic initiative progress, metric reporting, sales/assets trends, revenue yields
- Must be proficient with financial concepts
- Proficiency with MS Word, Excel, and Access required
- Actively contribute to the strategic direction of the portfolio and provide suitable supporting financial analysis
- Drive an appropriate pricing strategy for the portfolio focussing on balancing volume and price
- Minimum of 2 years of experience performing financial analysis, forecasting, and/or financial modeling
- Extensive experience working with Excel
FP&A, Senior Analyst Job Description
- Challenge and restructure existing processes to achieve synergies and efficiencies across the organization
- Participation in the forecasting process including data collection and consolidation, reconciliation, variance and trend analyses, peer review
- Analysis and preparation of financial commentary on consolidated / divisional results, other corporate P&L items including corporate overhead, interest and taxes
- Interact with multiple levels of staff across TW Corporate disciplines (Investor Relations, External Reporting, Treasury, Tax, ) and operating divisions
- Maintain and expand financial models as part of monthly, quarterly and annual financial processes
- Assist in process management and production of reports / analysis for Senior Management, including preparation of supporting documentation and overall quality control of the final documents
- Develop and utilize a strong working knowledge of the financial planning system (Longview/Khalix) and liaison with IT administrators on system issues
- Analyze trends in KPIs including revenue, cost of sales, expenses and capital expenditures
- Manage and develop tools for budgeting, forecasting and financial modelling
- Create dashboards and operations reports
- Good knowledge of general accounting procedures and practices & experience and knowledge of US GAAP and IFRS, in particular revenue recognition
- Good analytic skill or experience in various financial modeling is preferred
- Part qualified or fully qualified
- Working knowledge of SAP and Oracle
- Five or more years of experience, preferably within the wireless industry
- Excellent quantitative and analytical skills, detail and process oriented
FP&A, Senior Analyst Job Description
- Perform other adhoc analyses as requested
- Budgeting and forecasting (monthly forecast)
- Recommendations as they relate to process improvement and policy improvement
- Analysis of budget for depreciations
- KPI charts and analysis
- Perform monthly close and forecasting objectives for Corporate Facilities divisions for Capital expenditures and Operating expense
- Compile and analyze data to be included in monthly executive reports
- Update and monitor twice-monthly operational re-forecasts and communicate to Corporate Planning & Analysis
- Provide support in the preparation of annual Capital and Operating Expense budgets for Corporate Facilities groups
- Participate & oversight of monthly close process (reclasses, accruals, ), ensuring proper entries are recorded by Corporate Accounting
- Ability to quickly build relationships across the organization
- Must be part qualified accountant, preferably fully qualified
- Experience preparing presentations and presenting analysis to non-accountants and senior management
- Experience working on strategic analysis and presentations related to business planning and long range plans
- Experience coordinating work without direct authority over team
- Ability to understand workflow processes and financial and operating systems