Financial Analyst II / Senior Financial Analyst

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Depending upon the desired qualifications of the successful applicant, the hiring manager may elect to fill this position at a higher level within the job hierarchy.

Position Summary

The Senior Financial Analyst position is responsible for the day-to-day overall cost management, accounting and financial analysis, business planning and all key operational finance functions to support the FP&A Organization. This position provides end user financial reporting support for management, operational and external reporting. This position requires a blended knowledge of technical and functional financial reporting and analysis skills. This position works closely with the organization to analyze and report variances, trends and plans. This position will analyze and develop the consolidated financials for all jurisdictional reporting and forecasting. This position will define and improve current and future reporting requirements and understand how those requirements impact source databases and reports. This position is responsible for the maintenance and accuracy of standard financial reports and requires timely response to end user inquiries/issues. Effective leadership, communication and collaboration skills are essential as this position is responsible for functions that cross and impact multiple jurisdictions.

This is the fourth level of the financial analysis classification hierarchy. Employees at this level work in self-directed manner receiving very minimal guidance. Incumbents are required to have in-depth knowledge and experience and work to solve complex problems. Incumbents also act as a resource for less experience employees.

Responsibilities

Ensure timely and accurate analysis and reporting

• Provide and present accurate and relevant financial analysis and management reporting to the FP&A Organization and respective senior management to enable strategic decision-making.

• Analyze and consolidate management financial reporting including actuals, budgets and forecasting/projecting year end impacts including variance explanations.

• Analyze data, identify and correct errors to ensure accuracy and integrity of financial information.

• Coordinate and support the month-end close activities.

• Prepare, check and/or post journal entries and accruals on an as needed basis.

• Work with internal & external auditors; provide necessary information & answer questions as needed.

• Maintain good working knowledge of accounting policies and impacts as required.

Ensure effective budget & business planning process

• Support the budget and business planning process including communication of budget guidance, assumptions, and calendars for assigned sections.

• Validate budgets uploaded to correct target amounts.

• Develop and support department budget, strategic plan and related presentation material.

• Work closely with and at the direction of appropriate management during the business planning process for input and dialogue on business plan and budget content.

• Coordinate the preparation of annual budgets utilizing OneStream.

Leading and building relationships

• Build relationships & promote two-way communication with business partners and Finance peers.

• Help provide guidance to team on complex accounting issues.

• Proactively help identify cost reduction opportunities through independent analysis.

• Actively seek to identify and meet customer needs with a sense of urgency, taking ownership of customer issues and problems until resolved.

• Assist in defining and executing initiatives to drive a culture of accountability for financial management in their business partner’s organization.

Other and miscellaneous duties

• Coordinate & manage various projects & initiatives that arise throughout the normal course of business.

• Identify, develop, and implement continuous process improvement opportunities.

• Lead and/or assist with special projects and requests as required.

• Participate in peer teams when identified to ensure consistency in processes and reporting and sharing of best practices throughout the organization.