Senior Financial Analyst

Natalia Walczak
15 Sep 2020
15 Oct 2020
Approved employers
Approved employer
Contract type
Full time
Experience level
Qualified accountant

The Senior Financial Analyst’s major responsibilities would include producing management reports for our Operating Committee and various Board of Directors, analyzing actual versus budget and period-over-period results, providing thorough and detailed variance analysis and commentary, budgeting and forecasting, reconciliations, and assisting on various ad-hoc tasks and projects.  This individual will be a liaison and primary point of contact for business leaders in our Market, Product, and/or Functional departments.


What are the ongoing responsibilities of Senior Financial Analyst?

  • Report and analyze the Income Statement, including revenues and expenses, and the Balance Sheet

  • Report and analyze Headcount, including tracking headcount movement and the status of open positions

  • Oversee Treasury related processes and reports

  • Monitor, review and analyze expenses and allocations

  • Coordinate accruals and reclasses

  • Maintain chart of accounts and management reporting distribution lists

  • Develop the quarterly and annual revenue and expense budgets

  • Produce management reports accurately and timely.

  • Produce, review and analyze Key Metrics and Dashboards

  • Analyze actual versus budget and period-over-period results and provide thorough and robust variance analysis, commentary and talking points

  • Assist with various ad-hoc tasks, initiatives and projects

  • Review and improve existing processes with the goal being continuous improvement (e.g. performing root cause analysis and fixing issues at the source, eliminating or minimizing manual work and/or work-arounds, reengineering, automation, etc.)

  • Develop and maintain process documentation, including SOPs, guidelines and checklists for all processes and reports

  • Assist with regulatory reporting and analysis

  • Assist with regulatory reviews/examinations

  • Assist with internal/external audits

  • Assist with Non Client Accounts monitoring, reviewing, and reporting


What ideal qualifications, skills & experience would help someone to be successful?

  • 3-5+ years of experience as a Financial Analyst / Senior Financial Analyst

  • Accounting or/and Finance background

  • Interest in financial data management and reporting

  • Proficiency of MS Excel desired

  • Strong written, verbal and interpersonal communication skills

  • Strong analytical skills and attention to detail

  • Fluent knowledge of English (spoken and written)

  • Strong quantitative and analytical skills, with detail oriented approach to research

  • Solves routine problems of limited scope and complexity following established policies and procedures

  • Very good organizational skills

  • Ability to prioritize workload and meet deadlines

  • Self-reliance and self-discipline at work

  • Financial Services industry experience, specifically Asset Management experience would be a plus 

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