Sr Financial Analyst

Computershare • New York, NY

4d • $90,000 - $115,000 • Remote

About The Position

The Sr Financial Analyst role operates within the Computershare Fund Services (CFS) division at a local level and works closely with Sales, Client Services, and Strategy, along with other CPU businesses and Shared Services at both a regional and global level. The Senior Financial Analyst serves as a key partner to Sr Management within Fund Services providing performance analysis, forecasting and budgeting, and strategic decision support to drive revenue growth, profitability, productivity improvements, and informed decision-making.

Requirements

• 5-8 years of experience in financial analysis, financial planning & analysis (FP&A), or a related finance function.
• Advanced proficiency in Microsoft Excel, including financial modeling, forecasting, and data analysis.
• Strong presentation skills with proficiency in Microsoft PowerPoint.
• Bachelor's degree in Finance, Accounting, Business, or a related discipline.
• Demonstrated experience partnering with business leaders within a global organization to support strategic and operational decision-making.
• Proven ability to influence senior stakeholders through insightful financial analysis and recommendations.
• Strong business partnering skills with the ability to build effective relationships across finance and cross-functional teams.
• Track record of delivering results against defined objectives, timelines, and performance targets.
• Experience driving process improvements and enhancing financial systems, controls, policies, and reporting frameworks.
• Ability to collaborate effectively with global teams and contribute to a high-performance culture.
• Strong analytical mindset with the ability to solve complex business and financial challenges.
• Experience analyzing large volumes of financial and operational data from multiple internal and external sources to generate actionable insights.
• Ability to work independently in a fast-paced, dynamic, and deadline-driven environment.
• Exceptional attention to detail with a commitment to accuracy and quality.
• Extensive experience providing financial analysis and recommendations that support business performance and strategic decision-making.
• Proven ability to deliver high-quality outputs while managing multiple priorities and meeting tight deadlines.
• Strong focus on driving business value through financial planning, forecasting, and performance management.
• Excellent verbal and written communication skills with the ability to present complex financial information to diverse audiences.
• Strong interpersonal and relationship-building skills, with the ability to collaborate effectively across business units, functions, and geographic locations.
• Demonstrated ability to manage competing priorities and adapt to changing business requirements.
• Act with integrity, professionalism, and accountability in all business activities.
• Exercise due skill, care, and diligence in the performance of your responsibilities.
• Maintain open and cooperative relationships with regulatory bodies, where applicable.
• Act in the best interests of customers and ensure they are treated fairly.
• Adhere to appropriate standards of market and business conduct.
• Complete all mandatory regulatory, compliance, and company training requirements within prescribed timeframes.

Nice To Haves

• MBA, Master of Science in Finance (MSF), or a related postgraduate qualification is preferred.

Responsibilities

• Provide financial analysis and reporting to support business growth and operational efficiency, including month-end close activities, budget-to-actual reviews, prior-year comparisons, trend analysis, and preparation of revenue and expense journal entries as required.
• Lead the monthly forecasting and annual budgeting process in partnership with Global Finance, ensuring accurate financial planning and performance tracking.
• Monitor business performance, identify financial risks and opportunities, and provide actionable insights to support decision-making.
• Support the implementation of global finance and procurement systems, ensuring compliance with financial processes, controls, and reporting requirements.
• Develop, maintain, and enhance financial models to support budgeting, forecasting, strategic planning, and business initiatives.
• Evaluate business cases, pricing strategies, and strategic projects, and prepare executive-level analyses and presentations to support leadership decisions.
• Partner with Sales, Business Development, and Client Services teams to prepare and review client cost estimates, pricing proposals, and customer invoices.
• Manage the preparation, calculation, and administration of bi-annual sales incentive programs, ensuring accuracy and alignment with business objectives.

Benefits

• Paid parental leave
• flexible working
• a caring and inclusive culture
• Health and wellbeing rewards
• paid time off
• observed holidays
• medical, dental and vision plans
• 401k matching
• setting aside salary to purchase shares in our company
• tax-advantaged flexible spending plans, including healthcare, dependent care and commuter
• short and long-term disability benefits
• life insurance
• supplemental life insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Senior