Senior Financial Analyst Job Description

senior financial analyst job description includes a detailed overview of the key requirements, duties, responsibilities, and skills for this role.

Last update : July 14, 2023

Senior Financial Analyst Job Description

A financial analyst (also called a financial analyst) is a type of financial manager who works for a business or firm and whose job it is to collect, analyze, and report data about the firm’s financial status.

Financial analysts typically work for either a public company or an investment firm.

However, they work within a specific department, such as research or finance, rather than the full scope of the company.

Financial analysts typically have degrees in finance or accounting.

They are sometimes referred to as monetary analysts, money managers, fiscal analysts, or monetary planners.

Job Brief:

We’re looking for a Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will be responsible for providing financial analysis and support to our business units. You will also be responsible for preparing financial reports, assisting with budgeting and forecasting, and performing ad-hoc analysis as needed. If you are a detail-oriented individual with strong analytical and communication skills, we want to hear from you!

Senior Financial Analyst Duties:

  • Record, store, and retrieve financial information
  • Manage and maintain financial records
  • Assist with the development and monitoring of financial plans
  • Write effective business correspondence
  • Prepare reports and summaries using accounting principles and procedures
  • Conduct research on complex accounting issues
  • Create and maintain budgets
  • Perform reconciliations of financial statements
  • Monitor cash flow
  • Maintain records of accounting transactions
  • Plan, schedule, and direct accounting activities
  • Promote the financial health of the organization

Senior Financial Analyst Responsibilities:

  • Perform financial analysis including profit and loss projections, budgeting, and forecasting
  • Design and implement internal controls to ensure financial and accounting accuracy
  • Prepare monthly analysis, reports, and projections
  • Prepare and review financial statements
  • Conduct financial analysis, including evaluating and reporting results, and recommending course of action
  • Prepare weekly, monthly, and quarterly financial reports
  • Develop and maintain monthly close process
  • Coordinate accounting activities with external auditors
  • Create, maintain, or update MI reports
  • Perform ad hoc analysis
  • Conduct monthly business reviews
  • Maintain and track accounts receivable, payable, and inventory accounts
  • Maintain, track, and analyze employee expense reports
  • Maintain, track, and analyze client expense reports
  • Maintain, track, and analyze inventory
  • Manage vendor account reconciliations

Requirements And Skills:

  • Proven experience in a managerial finance role
  • Strong decision-making capabilities
  • Strong analytical skills
  • Proven ability to develop and maintain financial plans
  • Proficient with Microsoft Office tools (Word, Excel, Outlook, etc.)
  • Ability to interpret and communicate technical

[Company Name] is proud to be an Equal Opportunity Employer. We believe that diversity and inclusion are essential to building a strong, successful team. We encourage applications from people of all backgrounds, religions, national origins, genders, , , gender expressions, and ages. We are also committed to supporting veterans and individuals with disabilities.

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