Financial Analysis Senior

Advanced Financial Analyst

Primary Purpose: Develops advanced financial models and reporting frameworks to guide strategic initiatives. Shapes recommendations that influence planning and investment decisions across multiple business areas.

Duties and Responsibilities:

• Delivers comprehensive reports of findings and recommendations, compiling and consolidating financial plans for management.
• Develops ad-hoc analyses and complex models to facilitate decision-making and evaluate key performance indicators (e.g. cost of services, trend reports).
• Monitors various financial systems, incorporating adjustments for revenue and related costs.
• Identifies, understands, and challenges the risks, assumptions, drivers, and interdependencies of forecasts and budgets, based on an understanding of the business and market/macroeconomic trends.
• Provides input and identifies opportunities to improve processes, data, and technology to drive standardization and simplification of financial planning, budgeting, forecasting, and management reporting.
• Evaluates industry, economic, financial, and market trends to forecast the organization's short, medium, and long-term financial and competitive position.
• Performs other duties as assigned.

Qualifications Education:

• Typically requires a 4 year degree in a relevant field, or equivalent combination of relevant education and experience.

Experience:

• Typically requires 5 years of related experience.

Knowledge, Skills and Abilities:

• Financial Planning - Ability to analyze and evaluate financial plans, budgets, and forecasts to ensure effective resource allocation and support long-term organizational objectives. Skilled in leveraging financial data and predictive models to optimize expenditure, savings strategies, and investment decisions for improved financial performance.
• Financial Analysis - Analyzes the financial statements and data to provide insights about the financial performance and position of the organization over time.
• Financial Regulatory Reporting - Financial reporting is a standard accounting practice that uses financial statements to disclose a company's financial information and performance over a particular period, usually on an annual or quarterly basis.
• Financial Modeling - Designing mathematical models and analyzing data to estimate the financial performance and value of a company or investment, involves analyzing historical financial data, projecting future scenarios, and measuring the variance between projections and actual performance.
• Financial Research - The gathering, analysis and interpretation of financial data, information, and trends to gain insights and make informed decisions regarding investments, financial strategies, risk management, and other financial activities.
• Documents Management - Creating, distributing, using, maintaining and disposition of recorded information maintained as evidence of business activities and transactions.
• Financial Budgeting - Creating and managing a budget for an organization or a project, analyzing financial data, making informed decisions about resource allocation, and tracking expenses to ensure financial stability and growth.
• Financial Forecasting - A financial forecast is an estimate of future financial outcomes for a company or project, usually applied in budgeting, capital budgeting and / or valuation. Depending on context the term may also refer to listed company (quarterly) earnings guidance.
• Variance Analysis - Analyzing the difference between actuals and some predetermined measure such as a budget, plan or rolling forecast.
• Regulatory Compliance - Ensuring an organization's adherence to laws, regulations, guidelines and specifications relevant to its business processes.