Description
Sr. Financial Analyst
Develops, interprets and implements financial concepts for financial planning and control. Performs technical analysis to determine present and future financial performance. Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts. Performs economic research and studies in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.
Major Responsibilities (In order of importance)
1. Prepares financial reports and conducts comprehensive analyses with written summaries to management.
2. May be accountable for the coordination, compilation and distribution of financial data.
3. Performs financial analysis upon identification of variances, and coordinates with Junior Analysts' variance analysis process as defined.
4. Participates in the planning and development of regional, departmental and/or functional budgets.
5. May be responsible for budget system completion and high level reviews.
6. Participates in and/or leads projects of moderate to complex scope as assigned.
Job Criteria:
Contributes to the achievement of department objectives.
Erroneous decisions or failure to achieve department objectives would normally affect expenditures and resources.
Exercises judgment to make decisions for less defined issues and selects methods and techniques for obtaining solutions.
Requires moderately complex decision-making.
Problem Solving
Develops solutions to complex problems. May refer to established precedents and policies.
Requires significant analysis to develop solutions for complex problems.
Interactions/Communications
Provides professional/technical guidance to team members.
Influences others regarding existing concepts, processes and/or methodology.
Strong oral, written and presentation communication skills.
Participates in determining objectives of assignment.
Works under limited direction.
Plans/schedules job activities to work toward accomplishing set objectives.
Work is reviewed by management at key intervals for advice and guidance prior to completion.
Requirements:
Work Experience:
Broad application of financial analysis principles, theories, and concepts in applicable discipline, plus working knowledge of other related fields.
Advanced proficiency in PC based word processing and spreadsheet applications, including advanced functions such as graphics, pivot tables, macros and database management.
Typically 5 to 8 years financial analysis or related experience.
Functional/Technical Knowledge & Skills:
Thorough knowledge of financial analysis policies, practices and systems.
Complete understanding and application of financial analysis principles, concepts, practices, and standards.
Highly developed knowledge of finance theories such as present values theory/cash flow analysis and accounting principles.
Able to formulate finance study designs and prepare and conduct professional presentations.
Customer & Industry Knowledge:
Full knowledge of industry practices and standards.
Education/Training:
Bachelor's degree in finance related field or equivalent experience.