Finance

Senior Financial Analyst

Looking to hire your next Senior Financial Analyst? Here’s a full job description template to use as a guide.

About Vintti

At Vintti, we understand the importance of real-time collaboration in today's fast-paced business environment. Our staffing solutions focus on connecting US companies with Latin American talent operating in compatible time zones. This strategic approach ensures that businesses can engage with their team members during regular office hours, facilitating immediate communication, swift problem-solving, and seamless project coordination.

Description

A Senior Financial Analyst plays a crucial role in financial planning and analysis within an organization. They are responsible for analyzing financial data, developing forecasts, and creating detailed reports to guide executive decision-making. These professionals also evaluate financial performance, identify trends and potential risks, and provide strategic recommendations for improving profitability and efficiency. Combining strong analytical skills with deep financial expertise, Senior Financial Analysts help ensure the fiscal health and long-term success of the company.

Requirements

- Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or relevant advanced degree preferred.
- 5+ years of experience in financial analysis, forecasting, budgeting, and financial reporting.
- Advanced proficiency in financial modeling and Microsoft Excel.
- Strong understanding of accounting principles and financial statements.
- Experience with financial planning and analysis software, such as Oracle Hyperion, SAP, or similar.
- Excellent analytical skills and attention to detail.
- Ability to interpret complex financial data and provide actionable insights.
- Strong presentation skills, with the ability to communicate financial information to non-finance stakeholders.
- Experience with variance analysis and identifying discrepancies.
- Ability to manage multiple projects and meet deadlines in a fast-paced environment.
- Strong problem-solving skills and ability to think strategically.
- Proficient in financial systems and ERP software.
- Excellent written and verbal communication skills.
- Ability to work cross-functionally and collaborate with various teams.
- Strong organizational skills and ability to streamline financial processes.
- Experience with mergers, acquisitions, and due diligence activities.
- Knowledge of industry trends and economic conditions affecting the financial landscape.
- Demonstrated ability to mentor and guide junior team members.
- CPA, CFA, or relevant financial certification is a plus.
- Proven track record of implementing and optimizing financial systems and processes.
- Ability to assess the financial impact of new initiatives and investments.

Responsabilities

- Analyze complex financial data and create comprehensive financial models.
- Compile and review monthly, quarterly, and annual financial reports.
- Develop detailed financial planning and analysis processes.
- Assist in budgeting and forecasting to ensure alignment with company goals.
- Conduct variance analysis to identify discrepancies between budgets and actual performance.
- Prepare and present financial summaries and business insights to senior management.
- Evaluate financial performance by comparing actual results with plans and forecasts.
- Collaborate with accounting to ensure accurate financial reporting and adherence to financial controls.
- Identify financial trends, risks, and opportunities and recommend improvement strategies.
- Implement and optimize financial systems and processes for efficiency.
- Work cross-functionally to support various business initiatives.
- Participate in strategic planning by providing financial insights and recommendations.
- Conduct financial due diligence for mergers, acquisitions, and investment opportunities.
- Prepare reports and presentations for investor relations and external stakeholders.
- Develop and implement financial policies and procedures.
- Support internal and external audit activities.
- Assess financial viability and impact of new projects or product lines.
- Monitor industry trends and economic conditions to assess business impacts.
- Provide mentorship and guidance to junior financial analysts.

Ideal Candidate

The ideal candidate for the Senior Financial Analyst role is a highly analytical thinker with over five years of extensive experience in financial analysis, forecasting, budgeting, and financial reporting. Holding a Bachelor's degree in Finance, Accounting, Economics, or a related field, with an MBA or relevant advanced degree preferred, they exhibit advanced proficiency in financial modeling and Microsoft Excel, alongside a robust understanding of accounting principles and financial statements. Their background includes hands-on experience with financial planning and analysis software such as Oracle Hyperion, SAP, or similar systems. Demonstrating excellent analytical skills and meticulous attention to detail, they can interpret complex financial data and provide actionable insights. The candidate is a strong communicator adept at presenting financial information to diverse stakeholders, coupled with remarkable organizational skills and the ability to streamline financial processes effectively. They have a proven track record in variance analysis, identifying inconsistencies, and developing strategic solutions. This individual thrives in a fast-paced environment, managing multiple projects seamlessly while providing mentorship to junior financial analysts. They possess a strategic mindset, able to see the bigger picture, and exhibit strong collaboration skills, working effectively across different teams. Hands-on experience with mergers, acquisitions, and due diligence activities, complemented by knowledge of industry trends and economic conditions, sets them apart. Noted for their integrity, ability to handle confidential information discreetly, and resilience under pressure, they are proactive in seeking improvements, tech-savvy, and capable of learning new systems swiftly. Ideally, they also hold certifications such as CPA or CFA and demonstrate exceptional leadership qualities, fostering a culture of continuous improvement and innovation within the finance team.

On a typical day, you will...

- Analyze complex financial data and create financial models to support decision-making processes.
- Compile and review monthly, quarterly, and annual financial reports.
- Monitor and forecast company performance metrics and key performance indicators (KPIs).
- Develop and maintain detailed financial planning and analysis processes.
- Assist in budgeting and forecasting activities to ensure alignment with company goals.
- Conduct variance analysis to understand discrepancies between budgets and actual performance.
- Prepare and present financial summaries and business insights to senior management.
- Evaluate financial performance by comparing and analyzing actual results with plans and forecasts.
- Collaborate with accounting to ensure accurate financial reporting and adherence to financial controls.
- Identify trends, risks, and opportunities, and recommend strategies for improvement.
- Implement and optimize financial systems and processes to enhance efficiency.
- Work cross-functionally with teams to support various business initiatives.
- Participate in strategic planning efforts, providing financial insights and recommendations.
- Conduct financial due diligence for mergers, acquisitions, and other investment opportunities.
- Prepare reports and presentations for investor relations and external stakeholders.
- Assist with the development and implementation of financial policies and procedures.
- Support internal and external audit activities.
- Assess the financial viability and impact of new projects or product lines.
- Monitor industry trends and economic conditions, assessing potential impacts on business operations.
- Provide mentorship and guidance to junior financial analysts within the team.

What we are looking for

- Analytical thinker with exceptional problem-solving abilities
- Detail-oriented with a high degree of accuracy
- Strong communicator, both written and verbal
- Proactive and able to work independently
- Team player with excellent collaboration skills
- Strategic mindset with the ability to see the bigger picture
- Adaptable and thrives in a fast-paced environment
- Demonstrates strong ethics and integrity
- Highly organized with superior time management skills
- Results-driven and committed to continuous improvement
- Tech-savvy with the ability to learn new systems quickly
- Strong leadership and mentoring capabilities
- Able to handle confidential information with discretion
- Resilient under pressure and manages stress well
- Creative thinker with the ability to innovate financial processes

What you can expect (benefits)

- Competitive salary range: $90,000 - $120,000 per year
- Annual performance bonuses
- Comprehensive health insurance (medical, dental, and vision)
- 401(k) retirement plan with company match
- Paid time off (vacation, sick leave, and holidays)
- Flexible work hours and remote work options
- Professional development opportunities and tuition reimbursement
- Access to industry conferences and networking events
- Employee wellness programs and gym membership discounts
- Life and disability insurance
- Employee assistance program (EAP) for mental health support
- Company-sponsored social events and team-building activities
- Career advancement opportunities within the company
- Mentorship programs and leadership training
- Collaborative and inclusive company culture
- Stock options or equity grants for eligible employees
- Commuter benefits and parking allowances
- On-site cafeteria and snack services
- Childcare assistance and family leave policies

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