Senior Financial Analyst

            

PURPOSE OF POSITION: 

Provide high-quality financial analysis, planning, and reporting to enable effective decision-making. Support business partners and finance leadership through accurate forecasts, performance insights, and financial governance, translating data into clear, actionable insights across the company. Drive continuous improvement of Finance processes and tools.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

 

Planning, Budgeting & Forecasting

• Support the development of annual and multi‑year plans.
• Build and maintain detailed budgets and ensure data accuracy.
• Ensure alignment with group guidance, assumptions, and timelines.
• Prepare rolling forecasts and outlooks.
• Analyze key drivers, risks, and opportunities.
• Ensure consistency between actuals, forecasts, and plans.
• Partner with finance stakeholders to support planning and forecasting.
• Work cross‑functionally to validate assumptions and reconcile variances.

 

Additional Senior Level Expectations:

• Own the full planning and forecasting cycle for assigned business areas.
• Shape planning discussions by challenging assumptions and providing scenario‑based insights.
• Ensure cross‑functional alignment of assumptions across Finance, Accounting, and business teams.
• Drive improvements in forecasting accuracy, processes, and automation.

 

Financial Modeling, Analytics & Decision Support

• Build, maintain, and enhance financial and driver‑based models and share analysis.  
• Perform sensitivity, scenario, and ad‑hoc analysis to support planning and decision‑making.
• Support business cases, investment appraisals, and ad‑hoc analyses. 
• Gather data, validate accuracy, and support analytical needs for business partners.
• Provide data‑driven insights to inform trade‑offs and operational decisions.

 

Additional Senior Level Expectations:  

• Translate analysis into synthesized, actionable insights and recommendations for stakeholders.
• Design, enhance, and automate complex financial and driver‑based models.
• Provide strategic insights and recommendations derived from deep analysis.
• Lead financial evaluations of business cases, investments, and operational decisions.
• Identify structural model improvements and establish modeling best practices.

 

Reporting & Performance Management

•   Deliver timely and accurate monthly and quarterly reporting. 

•   Perform variance analysis against plan and forecast.

•   Develop clear variance narratives and performance insights.

•   Analyze revenue, COGS, and Opex trends. 

•   Identify key performance drivers and improvement levers, and compile performance metrics.

•   Summarize findings for internal finance consumption.

•   Collaborate with Accounting to ensure alignment between actuals, forecasts, and management reporting. 

•   Support enterprise‑wide financial consistency.

 

Additional Senior Level Expectations:

•   Own variance narratives and performance insights for assigned business areas.

•   Synthesize trends into clear, actionable insights for leaders.

•   Connect financial performance to operational levers and identify risks/opportunities.

•   Ensure consistency and alignment of actuals with forecasts and management reporting.

 

Partnership, Governance & Continuous Improvement

• Work cross‑functionally to validate assumptions, resolve data issues, and support enterprise‑wide financial consistency.
• Identify opportunities to improve reporting, modeling, and planning processes in collaboration with finance stakeholders.
• Identify and escalate financial risks, data issues, or misaligned assumptions.
• Drive continuous improvement of finance tools, processes, and standards.
• Partner with finance stakeholders to support planning, forecasting, and reporting cycles.