Senior Analyst, Financial Job Description
Senior Analyst, Financial Duties & Responsibilities
To write an effective senior analyst, financial job description, begin by listing detailed duties, responsibilities and expectations. We have included senior analyst, financial job description templates that you can modify and use.
Sample responsibilities for this position include:
Senior Analyst, Financial Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Senior Analyst, Financial
List any licenses or certifications required by the position: CPA, CMA, MBA, ACCA, CIMA, SOX, CFA, PMP, TS16949, CCIM
Education for Senior Analyst, Financial
Typically a job would require a certain level of education.
Employers hiring for the senior analyst, financial 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 Senior Analyst, Financial
Desired skills for senior analyst, financial include:
Desired experience for senior analyst, financial includes:
Senior Analyst, Financial Examples
Senior Analyst, Financial Job Description
- Obtain certification as a SOX tester and participate in the SOX testing process
- Work with external auditors to fulfill audit requests
- Analyze network performance and create / distribute management reports to participating client groups
- Partner with IT to ensure the process efficiencies and data integrity of the product according to service level agreements
- Provide analytics and credentialing support for contract negotiations for new and existing client groups and providers
- Manage and validate payments to contracted laboratories
- Support Health Plan Finance project and initiatives, as needed
- Perform monthly close of financials
- Perform Sarbanes-Oxley internal control testing, documentation and compliance
- Works with Corporate Operations, IT, and other company personnel to identify and develop enhanced reporting
- Familiarity with Hyperion Essbase desired
- At least 5 years of management accounting experience, preferable from multinational corporation
- Knowledge in Hyperion and Oracle BI tool is a plus
- 3+ years relevant experience in a Management/ Operations/ Cost / Financial Accountant role or relevant experiences, in a busy/ growing manufacturing environment
- Strong analytic abilities are required
- Excellent oral and written communication and interpersonal skills are required along with the ability to influence, and demonstrate confidence in communications with senior level management
Senior Analyst, Financial Job Description
- Track, report, analyze, and interpret key performance indicators, productivity metrics, and external market factors (commodity prices, currency fluctuations, customer financial results)
- Support company leaders, finance leaders, and project managers to enable accurate and timely reporting on the status of value-creation and/or investment initiatives
- Assist VP, FP&A to perform ad hoc business and financial analysis requested by Catalina’s CEO, CFO, and SVP of Finance
- Deliver timely and accurate financial model output to process owners across finance
- Assist in the development, testing, and integration of financial models to forecast the impacts of economic changes, policyholder behavior impacts, and/or management actions
- Summarizes modeled results and communication of variance analysis model results to middle management
- Responsible for conducting moderately complex financial analysis projects
- Analyze operations results and work with the contacts in various commercial groups to develop appropriate commentary for different audiences – identify key trends and explanations for variances in performance
- Assess various business scenarios and translate changing economic, regulatory and other local conditions into financials implications
- Prepare the annual budgets and long term forecasts for businesses, working closely with management to identify key inputs to the process
- Knowledge of GAAP, IFRS and foreign exchange preferred
- Strong analytical, financial modeling and forecasting
- 1-2 years in a Financial Analyst role
- Demonstrated results providing finance business partnering to R&D/Product Management executives
- Ability to build analytical models, scenario analysis
- Experience working in an enterprise software, SaaS, or other hi-tech company is a plus
Senior Analyst, Financial Job Description
- Corporate Development Group
- Participate in the preparation of financial statements
- Assist in the preparation of the annual budget and long-range plan
- Preparing, reviewing and presenting a variety of complex financial data for review by senior management along with commentary and recommendations
- Lead forecasting and planning cycles and develop tools for improving reporting functionality and accuracy
- Work cross functionally as a team and drive the business forward to ensure budgets are achieved whilst providing analysis that is key to decision making
- Develop and maintain financial models to forecast, assess and report on multiple financial transactions
- Identify areas of inefficiency and ineffectiveness and lead process improvement projects
- Develop, implement, monitor and report on financial performance metrics
- Responsible for budgeting, forecasting and business plans
- A love of learning new things, coupled with the drive to always dig just a little deeper
- Minimum of 3 years of related senior financial analysis experience
- Support the handling of the end-to-end execution of certain operational activities
- Prepare periodical statutory reports and tax reports with precision and in a timely manner
- Working also with external partners/consultants in order to meet requirements
- A knowledge of financial systems and Microsoft office programs are essential
Senior Analyst, Financial Job Description
- Present findings to management on complex projects
- Finance partner for the Beauty Direct Sourcing, Fashion & Home, and Indirect Sourcing teams
- Forecast, plan and track NA Sourcing spend, purchase price variations, productivity, and rebates
- Participate in the monthly Sourcing meeting of Containers, Raw Ingredients, and Contract MFG
- Participate in a weekly turnaround project meeting for External Spend workstream
- Work with Sourcing team to approve savings projects
- Track and Forecast savings projects and manage the reporting tool
- Responsible for driving the process with Sourcing team to collect and submit standard for material costs
- Challenge standard cost movement assumptions and drivers
- Prepare findings and presentation materials for management
- Candidate must be articulate and express confidence with ability to communicate with Senior Leadership
- Demonstrated teamwork and the ability to be highly resourceful in a demanding environment
- Experience in expense forecast modeling and reporting
- 5-8 years demonstrated progressive experience in Managing Financial Planning and Analysis
- 5-8 years of Detailed knowledge of budget and forecast processes
- 3-5 years’ experience in a corporate finance environment
Senior Analyst, Financial Job Description
- Provide recommendations to outlooks as required
- Prepare quarterly financial presentations for Executive Management, discussing performance against plan and financial outlooks
- Engage with members of senior management on a periodic basis
- Assist in developing plan targets, headcount tracking and rate analysis for Enterprise Infrastructure
- Produce daily financial reports during planning cycle and monitor allocations to business units
- Provide direct and cost allocation commentaries for Month over Month, Actuals vs Forecast/Budget variance
- Assist in multi-year planning process including headcount, rate analysis, incremental spend tracking, depreciation
- Assist in capital reporting and identify any risks/savings
- Assist with evaluating business cases and ensure savings are reflected properly
- Ensure assets associated with large initiatives are deployed based on project schedules
- Strong command over spoken / written English
- College degree required (Accounting or Finance preferred), MBA preferred (concluded or in progress)
- 3-5 years working experience in Finance related area in consumer goods organization, preferred
- Experience working with accrual and prepaid expenses
- Knowledge of Enterprise 1 and Hyperion 9 preferred
- Should be an MBA/CA/ICWA, similar experience preferred