Sr Financial Analyst

JOB SUMMARY

The Senior Financial Analyst will be responsible for providing critical financial analysis, budgeting, forecasting, and reporting for the organization. This role involves working closely with senior leadership and business unit managers to support strategic decision-making, improve financial performance, and drive long-term business success.

KEY RESPONSIBILITIES

• Financial Analysis and Reporting: Prepare monthly, quarterly, and annual financial reports, including variance analysis, financial performance against budget, and detailed breakdowns of key financial drivers. Perform detailed analysis of revenue, expenses, and profitability to identify trends, risks, and opportunities for improvement. Conduct ad hoc financial analysis as requested by senior leadership to support strategic initiatives and decision-making.

• Budgeting and Forecasting: Lead the preparation of the annual budget and quarterly forecasting process, working closely with department heads to ensure accuracy and alignment with business goals. Monitor actual financial performance against forecasts and budgets, analyzing variances and providing insights on corrective actions. Develop financial models to support budgeting and forecasting processes, ensuring alignment with organizational strategies.

• Business Partnership and Strategy Support: Collaborate with senior leadership, business unit managers, and department heads to provide financial insight and drive business performance improvements. Participate in strategic planning sessions and assist in financial decision-making, particularly around capital expenditures, cost management, and resource allocation. Support pricing decisions, investment analysis, and profitability analysis by providing data-driven recommendations.

• Process Improvement and Efficiency: Continuously evaluate and improve financial processes and systems to enhance efficiency, reduce errors, and streamline financial reporting. Drive automation and adoption of best practices to improve the accuracy and timeliness of financial reports and analysis.

• Compliance and Governance: Ensure compliance with accounting principles (GAAP), internal policies, and external regulatory requirements. Assist with internal and external audits by providing necessary documentation and ensuring that financial records are in compliance with auditing standards.

• KPI Monitoring: Develop, track, and monitor key financial performance indicators (KPIs) to ensure business objectives are met. Provide insights and actionable recommendations based on the analysis of KPIs to improve business performance and profitability.

QUALIFICATIONS

• Education: o Bachelor's degree in Finance, Accounting, Economics, or a related field. o MBA or professional certifications such as CFA or CPA preferred.

• Experience: o 5+ years of experience in financial analysis, planning, and budgeting. o Proven experience in financial modeling, forecasting, and financial statement analysis. o Previous experience in a corporate finance environment, preferably in a large or growing organization.

COMPETENCIES

• Analytical Thinking: Ability to analyze complex financial data, interpret results, and make data-driven recommendations.

• Attention to Detail: Ensure accuracy in financial reporting and analysis, with a focus on consistency and completeness.

• Communication: Strong ability to communicate financial information clearly and effectively to both financial and non-financial stakeholders.

• Problem Solving: Adept at identifying financial issues, proposing solutions, and implementing corrective actions.

• Collaboration: Ability to work cross-functionally with other departments to achieve common business goals.

• Time Management: Strong organizational skills with the ability to prioritize tasks and manage multiple deadlines.