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Senior Financial Analyst Job Description

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Senior Financial Analyst

Senior Financial Analyst responsibilities

  • Developing financial models through benchmarking and process analysis
  • Forecasting quarterly and annual profits
  • Preparing cost projections

Senior Financial Analyst Job Description Template

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Job Brief

We are looking for an experienced Senior Financial Analyst to forecast revenues and expenditures and advise us on future budgeting.

For this role, you should hold a degree in Finance or Accounting (ideally with a CFA certification) followed by relevant work experience. Knowledge of forecasting models and cost accounting processes are key requirements for this position. You will explore investment options and set company-wide financial policies.

Ultimately, you will ensure our financial planning is healthy and profitable and aligns with business objectives.

Responsibilities

  • 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

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