Senior Financial Analyst

Senior Financial Analyst

Requirements

• Bachelor’s degree in Accounting or Finance, or equivalent education and related training.
• Four years of relevant accounting or finance experience that includes complex financial analysis.
• Ability to take direction and then work independently to meet established deadlines while considering broader implications or necessary additional analysis.
• Ability to build consensus through communication and presentation of factual and relevant information.
• Strong verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Sound and logical decision-making abilities.
• Ability to work well with others in a dynamic, team-oriented environment.
• Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.

Responsibilities

• Complete and interpret a variety of complex financial and/or business analyses of financial ratios, trend analyses, revenue performance and expense management.
• Coordinate with other departments in the preparation of such analyses.
• Bring inconsistencies and problems to the attention of management.
• Act as a team lead for more junior staff, as assigned.
• Provide project financial analyses for initiatives with potential financial reporting impact.
• Collaborate and work across the Finance division to ensure integrity of the financials and ensure sound controls and procedures.
• Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies.
• Compile, review, and submit timely and accurate reporting related to the company’s financial performance or strategy.
• Ensure that source data is reliable, complete and documentation is maintained to support data integrity initiatives.
• Interpret and summarize results and trends for Senior Leadership.
• Apply knowledge of best practices derived from experience to assist in solving problems of higher operational or technical complexity by analyzing possible solutions using data analysis, experience, judgment and precedents.
• Draft materials to senior leadership summarizing issues and communicating solutions.
• Review monthly financial close, monthly forecasting and annual financial planning processes for accuracy and reasonableness, including entries for month-end close, forecast updates, and Plan development.
• Update and automate retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates.
• Develop and perform testing of economic models as necessary.
• Maintain necessary documentation of source data, ensuring adequate support of data integrity.
• Subject matter expert on regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility.
• Maintain working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility.
• Broaden understanding of more complex accounting, profitability, regulatory, and business segment nuances, including cost allocation methodology, funds transfer pricing, and vendor contracts.
• Maintain a strong working relationship with supported business area to complete tasks and deliver high quality work.
• Build relationships with cross-functional departments to broaden knowledge and solve more complex situations.
• Coordinate with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with Accounting Policy).
• Assist in risk management governance and business continuity planning processes as necessary.

Preferred Qualifications

• Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst.
• Master’s degree in Business Administration.
• Specific financial services or specialized industry experience.
• Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
• Experience with macros/VBA.