Senior Financial Analyst Job Description

This Senior Financial Analyst job description template has all you need and can easily be customized. 

Job Descriptions


Senior Financial Analyst Introduction:

____________ is hiring an experienced Senior Financial Specialist to join our team. We’re looking for someone to analyze our financial data and help us make smart and strategic business decisions. You’ll be a key member of the team as you’ll demonstrate your attention to detail and focus on strategy through your analysis and recommendations. This role also works alongside our accounting team on tax and audit activities. Our ideal candidate enjoys individual work as well as working on team projects. Sound like you?

Senior Financial Analyst Responsibilties:

This position reports to the ______________________. Duties may include:

  • Analyzing financial data and developing financial models and cost projections
  • Creating reports and updates based on data analysis
  • Assisting with proposals, planning, budget creation, and special projects
  • Conducting cost analyses, benchmarking, and risk assessments
  • Assisting with development, implementation, and review of fiscal policies
  • Keeping up with industry news, trends, and opportunities
  • Ensuring compliance with industry standards and rules, as well as prov/state/federal legislation
  • Supporting accounting team as needed and helping with tax, reporting, and audit activities and special projects

Senior Financial Analyst Qualifications:

  • Bachelor’s Degree in Business Administration, Accounting, Finance, or a related field of study
  • CPA
  • 3-4 years experience in a similar role
  • Excellent interpersonal communication skills

Senior Financial Analyst Core Skills:

  • Interpersonal communication skills
  • Analysis
  • Reports
  • Market research
  • Organization
  • Tax
  • Audits
  • Time management
  • Strategy
  • Benchmarking
  • Forecasting
  • MS Products (esp. Excel)
  • Accounting
  • Accounting software
  • Databases
  • ERP System

Alongside Pro-Tip:

The responsibilities of a Senior Financial Analyst depend on the specific needs of an organization. Adjust this job posting template to reflect the role as well as necessary qualifications. An accurate and detailed job posting helps to attract better-qualified candidates. Get some great Senior Financial Analyst interview questions here.

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