Senior Financial Analyst Job Description

Senior Financial Analyst Job Description (JD)

  • Develop financial models through benchmarking and process analysis
  • Forecast quarterly and annual profits
  • Prepare cost projections
  • Analyze and report on current financial status
  • Conduct thorough research of historical financial data
  • Explore investment options and present risk and opportunities
  • Coordinate with the CFO and the executive team on long-term financial planning
  • Compare anticipated and actual results and identify areas of improvement
  • Participate in budgeting (for departments and projects)
  • Review accounting transactions for data accuracy
  • Establish financial policies
  • Maintain confidentiality of financial information and investment decisions

Requirements

  • Proven work experience as a Senior Financial Analyst, Financial Analyst or similar role
  • Hands-on experience with financial and statistical software
  • Expertise in MS Excel (creating spreadsheets and using advanced formulas)
  • Familiarity with finance databases
  • Understanding of Enterprise Resource Planning systems (ERP)
  • Up-to-date with accounting laws and regulations
  • Excellent analytical skills
  • Ability to present financial data using detailed reports and charts
  • Demonstrable strategic thinking skills
  • Confidentiality in handling sensitive financial information
  • BS degree in Finance, Accounting or Economics
  • Relevant certification (e.g. CFA/CPA) is a plus