Sr Financial Analyst
About The Position
The Senior Financial Analyst leads the creation and presentation of the company's budgeting and planning for assigned areas, prepares monthly and quarterly board decks and operations decks, completes Business Line Reporting (BLR) allocation and analysis, and completes various ad-hoc analyses for finance leadership. This role involves preparing analysis for executive presentations, assessing reporting formats, managing budgeting and forecasting timelines, loading planning data into financial planning tools, developing analysis for stakeholders, identifying process improvements, training junior team members, optimizing financial systems, and preparing/analyzing components by customer for variance explanations.
Requirements
- Detailed knowledge and understanding of generally accepted accounting principles (GAAP) and practices
- Proficient with MS Excel
- Advanced data analysis, modeling and organization skills
- Strong communication, collaboration & presentation skills
- Minimum of five years of relevant experience in financial planning & analysis and budgeting.
- Experience with financial systems and software (Oracle ERP, Hyperion/Smartview financial reporting) preferred.
- Bachelor's degree in a financial field.
- Bachelor's Degree - Accounting Finance
Nice To Haves
- Experience with financial systems and software (Oracle ERP, Hyperion/Smartview financial reporting)
Responsibilities
- Prepare analysis on assigned areas for monthly/quarterly executive presentations (board decks, ops reviews, audits, etc.) and assist with the completion of weekly P&L reviews with business partner leadership.
- Assess the format of recurring reporting for format, timing, frequency, as well as the recipients to ensure analysis provides best basis for decision making.
- Prepare, communicate, and align on timelines for all assigned areas of the companies' budgeting and forecasting.
- Ensure timelines are met and liaise with key stakeholders to ensure known contract changes are factored into assumptions.
- Load planning data into financial planning tools and ensure correct and consistent representation in planning and reporting environments.
- Develop and provide analysis throughout planning processes to finance and other key stakeholders to enable internal understanding and effective presentation to company leadership.
- Identify areas of process improvement and automation initiatives related to recurring executive presentations and annual budget/forecast processes.
- Train and guide lower level team members, serve as main point of contact with internal business partners regarding explanation of variances versus plans and prior year by providing insights and guidance.
- Optimize the use of financial reporting and planning system environments, developing and extracting plan and actual data and present information.
- Lead in the blue-printing and testing for assigned areas for system enhancements or implementations.
- Prepare and analyze components by customer and assist business partners with variance analysis explanations to assist with the completion of monthly Business Line Reporting (BLR).
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What This Job Offers
Job Type
Full-time
Career Level
Senior
