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Senior Financial Analyst

Job Overview

The Senior Financial Analyst provides ad-hoc and scheduled financial analysis to support projects throughout the organization. They participate in the planning, development, implementation, and monitoring of the annual operating and capital budgets. The Senior Financial Analyst handles confidential and sensitive information and maintains the highest standards of professionalism and discretion. They are a key member of the finance team and contribute to the success of the organization by ensuring financial data is accurate and timely.

Organizational Impact

The Senior Financial Analyst plays a critical role in the financial management of an organization. They are responsible for analyzing financial data, creating financial models, and providing insights and recommendations to senior management. The impact of this job on the organization can be summarized as follows:

1. Improved Financial Performance: The Senior Financial Analyst helps the organization to improve its financial performance by identifying areas of inefficiency and recommending strategies to reduce costs and increase revenue.

2. Better Decision Making: The Senior Financial Analyst provides valuable insights and recommendations to senior management, which helps them to make better-informed decisions about the organization's financial future.

3. Increased Efficiency: The Senior Financial Analyst helps to streamline financial processes and procedures, which leads to increased efficiency and productivity within the organization.

4. Risk Management: The Senior Financial Analyst plays a critical role in identifying and managing financial risks, which helps to protect the organization from financial losses.

5. Improved Stakeholder Relations: The Senior Financial Analyst helps to build trust and credibility with stakeholders by providing accurate and timely financial information and analysis.

Overall, the Senior Financial Analyst has a significant impact on the financial health and success of the organization. Their expertise and insights are essential for making informed decisions and driving growth and profitability.

Key Systems

- Excel


- Oracle

- Hyperion

- Tableau


- Financial data and reports

- Market trends and analysis

- Budget and forecasting information

- Company goals and objectives

- Economic and regulatory changes


- Financial reports and analysis

- Budget forecasts and recommendations

- Investment analysis and recommendations

- Risk management strategies and reports

- Financial modeling and scenario analysis


  • Assist in the development of budgets and develop financial packages
  • Liaison with IT and Business Analysts to create financial databases, Adhoc reports and other projects to improve corporate effectiveness.
  • Prepare detailed financial analyses
  • Maintain accurate list of federal tax ID numbers
  • All other duties as assigned

Recommended Items

  • Financial analysis and reporting procedures
  • Budgeting and forecasting guidelines
  • Accounting policies and procedures
  • Risk management policies and procedures
  • Compliance and regulatory requirements documentation

Content Examples

  • Financial reports and analysis
  • Budgets and forecasts
  • Investment proposals and evaluations
  • Risk assessments and mitigation strategies
  • Recommendations for financial decision making

Sample Event-Driven Tasks

- Analyze financial data and prepare reports for quarterly earnings calls

- Develop financial models to support strategic decision-making

- Monitor and report on key performance indicators to senior management

- Conduct variance analysis to identify trends and areas for improvement

- Collaborate with cross-functional teams to develop and implement financial plans and forecasts

Sample Scheduled Tasks

- Prepare monthly financial reports and analysis for management review

- Conduct variance analysis of actual results against budget and forecast

- Assist in the development of annual budgets and quarterly forecasts

- Review and approve journal entries and account reconciliations

- Participate in the monthly close process and ensure timely and accurate financial reporting

Sample Infill Tasks

- Conducting financial analysis and modeling to support business decisions

- Developing and maintaining financial reports and dashboards for senior management

- Collaborating with cross-functional teams to identify and implement process improvements

- Providing guidance and support to junior analysts on financial analysis and reporting

- Conducting ad hoc financial analysis and research to support business initiatives and projects

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