Financial Analysis Senior

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.
Supports multiple cost centers and entities, supporting one‑, five‑, and ten‑year plans. The role develops financial scenarios, conducts analysis and modeling, and partners with Business Units, Accounting, Planning, and Tax to ensure smooth planning and prepare variance analyses on results, impacts, and emerging issues.
Duties and Responsibilities

• facilitates Cost Center budgeting exercises and meets with Cost Center owners to develop annual budgets and conduct variance analysis.
• Prepares forecasts and plans for multiple entities using information provided by business owners and proactively partners with cross‑functional teams and subject matter specialists to enhance understanding of business, accounting, and finance issues.
• Supports the preparation of schedules, reports, and charts for use in presentations to Senior Management.
• 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.
• Delivers comprehensive reports of findings and recommendations, compiling and consolidating financial plans for management.
• Monitors various financial systems, incorporating adjustments for revenue and related costs.
• Provides input and identifies opportunities to improve processes, data, and technology to drive standardization and simplification of financial planning, budgeting, forecasting, and management reporting.
• Develops ad-hoc analyses and complex models to facilitate decision-making and evaluate key performance indicators (e.g. cost of services, trend reports).
• Performs other duties as assigned.

Education

• Typically requires a 4-year degree in a relevant field, or equivalent combination of relevant education and experience. Degree in Finance, Accounting, Economics or related field preferred.

Experience

• Typically requires 5 years of related experience.
• 5+ years in a comparable level role analyzing and developing financial statements preferred.
• Experience with SAP/SAC, Hyperion Strategic Finance, IBM TM1 or similar planning applications highly desired.

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 Modeling - Ability to navigate complex financial models, project future scenarios, and measure 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.
• 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.
• Financial Statements - Understanding of financial statement preparation, financial statement analysis, consolidation, and related accounting concepts.
• Task Management - Ability to manage multiple tasks, strong organization skills, and flexibility to perform a variety of tasks.
• Interpersonal skills - Ability to interact with diverse audiences, strong desire for collaboration, proactive, and team-oriented.
• Computer Skills - PowerPoint skills and preparation of financial presentations.

Preferred Qualifications

Experience

• Degree in Finance, Accounting, Economics or related field or equivalent experience.
• 5+ years in a comparable level role analyzing and developing financial statements

 Knowledge, Skills and Abilities

• Financial Statements - Understanding of financial statement preparation, financial statement analysis, consolidation, and related accounting concepts
• Task Management - Ability to manage multiple tasks, strong organization skills, and flexibility to perform a variety of tasks
• Financial Modeling - Ability to navigate complex financial models, project future scenarios, and measure the variance between projections and actual performance
• Interpersonal skills - Ability to interact with diverse audiences, strong desire for collaboration, proactive, and team-oriented

 Licenses and Certifications

• Professional certification is a plus (CFA, CPA, CMA, etc.)