Senior Financial Analyst
Job Description Template

Job Overview

We plan on hiring a competent Senior Financial Analyst for our company on an immediate basis. 

As a Senior Financial Analyst, you will be responsible to estimate expenditures and revenues and give us advice on future budgeting. You should have exceptional finance accounting skills and must come from a corporate finance background.

You must have extensive know-how of various forecasting models along with vital cost accounting processes, which are the key aspects needed for this job role. You will be exploring different investment options and also develop company-wide financial policies. You will be responsible for financial planning, which should align well with business objectives.

If you feel you are suitable for this role, we would like to meet you.

Responsibilities

• Create different financial models via process analysis and bench-marking techniques

• Forecast quarterly and yearly profits

• Prepare cost projections

• Conduct thorough research of historical financial data

• Examine and report on the prevailing financial status

• Conduct financial planning analysis and report everything in a timely manner

• Explore viable investment options and present the best opportunities and associated risks

• Compare actual and projected results and identify areas that require improvements

• Participate in budgeting – for different projects and departments

• Coordinate with the executive team and the CFO on long-term financial planning

• Maintain confidentiality of investment decisions and financial information

Requirements

• Bachelor’s degree in Accounting, Finance, or Economics

• Proven 4+ years of experience as a Financial Analyst, Financial Planner or a similar role

• Experience with statistical and financial software

• Relevant certifications like CPA/CFA is a plus

• Exceptional financial forecasting skills

• Ability to maintain confidentiality in handling sensitive financial information

• Outstanding analytical skills

• Up-to-date with accounting regulations and laws

• Know-how of finance databases

• Thorough understanding of Enterprise Resource Planning Systems - ERP

• Skills to present financial data in the form of charts and reports

• Excellent communication skills