Sr. Financial Analyst

Sr. Financial Analyst Job Description Template

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

Responsibilities:

  • Conducting detailed analyses as requested and provide meaningful insights and recommendations;
  • Required to solicit, acquire, and synthesize information from multiple sources into comprehensive deliverables;
  • Previous experience working with senior management, comfortable giving presentations;
  • Use Oracle, GL Wand, Hyperion, Tableau, Admin Tool and other available Direct-To-Consumer/e-Commerce systems to analyze and interpret data;
  • Performs other related duties as assigned;
  • Reporting and Analysis;
  • Ensures adherence to financial controls;
  • Provides financial analysis support for various projects, calculating revenue requirements, net present value, customer bill impact, etc;
  • High visibility;
  • Monitor all financial controls within DFJ and subsidiaries;
  • Assist in short and long-term planning cycles;
  • Manage the forecasting tool; tool optimization, data entry, reporting;
  • Prepare reports and presentations that summarize the Company s financial position;
  • Assist in the preparation of the system revenue forecast and budget;
  • Research and gather data from a variety of systems/sources.

Requirements:

  • Bachelor’s degree in accounting or finance;
  • Ability to multitask and meet constant deadlines;
  • Experience in industry with a tangible product or good;
  • Concur;
  • Experience leveraging technology to drive process improvement and standardization;
  • Advanced Excel and PowerPoint skills a must;
  • Ability to work effectively in a matrix environment but also independently, managing multiple owners and competing deadlines with minimal supervision;
  • Experience with accounting for technology applications a plus (accounting for internally developed software, SaaS);
  • Bachelor’s or Equivalent Experience;
  • Perform other related duties as assigned;
  • Bachelor’s Degree required (coursework in finance, accounting, or data analysis strongly preferred);
  • Candidate must have ability to summarize complicated financial data in a simple and concise way. Must have proficiency with MS Office;
  • Demonstrated leadership skills;
  • Ability to analyze and interpret data, and to communicate conclusions and recommendations;
  • Provides financial analysis support for various projects, calculating revenue requirements, net present value, customer bill impact, etc.