Senior Financial Analyst Job Description

Use this Senior Financial Analyst job description template to advertise the open roles for free using Longlist.io. You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.
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

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

Senior Financial Analyst Job Description Examples

Hybrid/Remote Senior Financial Analyst • ManTech

Where applicable, confirmation that you meet customer requirements for facility access which may include proof of vaccination and/or attestation and testing, unless an accommodation has been approved.

Secure our Nation, Ignite your Future...

Currently, ManTech is seeking a motivated, career and customer-oriented Program Financial Analyst . As the Program Financial Analyst you will provide pro...

Read more
Senior Financial Analyst (San Diego, CA) • Thermo Fisher Scientific

Job Description

At Thermo Fisher Scientific, our Finance teams are essential to our business and functional teams to make educated, sound decisions that drive our Mission and make us a stable and trusted industry leader. From Financial Planning & Analysis, Tax, Treasury, Financial Reporting, Audit, Investor Relations, Strategy & Corporate Development to Accounting, our Finance functions have a...

Read more
Senior Financial Analyst • RocketReach

Why RocketReach

Over 11 Million users around the world use RocketReach.co. Some of the largest companies in the world - Apple, Google, Amazon, Adobe, Morgan Stanley, trust RocketReach to power their sales, recruitment, and marketing teams. We are scaling our 11M users and our dataset of 700 million professionals across 35 million companies...

RocketReach is rare and unique; a startup that is ...

Read more
Senior Financial Analyst - Dealer Sales and Service • Cox Enterprises

Cox Automotive is seeking a Senior Financial Analyst to support budgeting/forecasting/long-range planning activities, month-end reporting activities, and ad-hoc financial analysis for the Dealer Sales & Service business. Candidates must have a solid understanding of P&L statements, various finance/accounting concepts, variance analysis, financial modeling, and business case development... Candi...

Read more