Senior Financial Analyst

Senior Financial Analyst Job Description Template

Our company is looking for a Senior Financial Analyst to join our team.


  • Financial modelling, analyzing new initiatives, customer profitability etc;
  • Solve complex problems that require understanding and evaluation of impacts on the organization;
  • Ensuring productivity factors are in-line with expectations;
  • Capital and CB2 development and analysis;
  • Work collaboratively with the Regional Head of Sales and Field Reps to develop bookings and revenue budgets/forecasts;
  • Assists in preparation of intravenous solutions, respiratory drugs, admixtures, TPN and intravenous antibiotics by using aseptic techniques;
  • Research and analyze technical accounting memorandums;
  • Forecast responsibilities include consolidation of accurate financial data;
  • Evaluate analysis of new project proposals, including financial modeling of resources, costs, revenue, and ROI;
  • Partner with Data Analysts, ITS and Biz Tools to drive system improvements to reporting accuracy and efficiency;
  • Maintain in-depth understanding of IC and Dod Federal Intelligence Funding sources;
  • Maintain and enhance financial models for bookings, revenue, and headcount;
  • Manipulating, extracting, cleansing, validating, testing and interpreting substantial amounts of data by applying database and other applications;
  • Become an expert in the SaaS financial model and the KPIs used to measure success;
  • Lead fiscal year planning and monthly forecasting for subscription and consolidated revenue.


  • Ability to meet deadlines, handle multiple priorities and perform job responsibilities accurately while working in a fast-paced environment;
  • Inquisitive and able to work in a cross-functional, flexible environment;
  • 3-5 years of experience in Finance or Accounting roles in a fast-paced, energizing environment;
  • Experience working with SalesForce;
  • Deliverable-focused, strong work ethic, able to prioritize and resolve an array of issues simultaneously;
  • Experience in ad sales;
  • Strong project management and time management skills;
  • Impeccable business judgment, with the ability to motivate colleagues and collaborate effectively to help influence senior leadership;
  • 1-2 years of finance working experience with demonstrated understanding of general business processes and financial statements;
  • Salesforce and TM1 financial systems experience highly preferred;
  • Knowledge of SAP and Business Warehouse (BW) knowledge preferred;
  • Bachelor’s degree in finance, accounting, or a related field OR equivalent work experience;
  • Advanced financial modeling skills;
  • Financial modelling skills;
  • Strong interpersonal skills.