Among financial and investment analysts, AI is already used for a large share of the tasks. Measured exposure for financial and investment analysts: 57% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

Sr. Financial Analyst The Financial Analyst Senior is responsible for reviewing and analyzing financial results of the organization. Through financial modeling, this job reviews the company's financial status, including cash flow, accounts receivable, accounts payable, debt, equity, operating income, working capital, etc. Under minimal supervision, this job provides financial insights that senior management uses to inform business and financial decisions.

Key Responsibilities and Duties

Analyzes monthly financial results through financial models to identify drivers and explain key variances.

Liaises with internal and external auditors during annual audits.

Reviews forecasts and modeling to ensure results are timely and accurate.

Leads planning and re-forecasting activities and updating/evolving forecast models.

Monitors general ledger journal entry activity during the closing process to help ensure that financial statements are accurate.

Reviews ad hoc departmental reports that analyze departmental financial results versus budget/forecasts.

Reviews financial reports and presentations for management that inform business and financial decisions.

Provides support to junior Financial Analysts regarding challenges that require more advanced knowledge and experience.

Prepares monthly, quarterly and annual financial reports ensuring accuracy and compliance with GAAP and regulatory standards.

Ensures financial risks are mitigated through execution of appropriate controls.

Ensure adherence to financial regulations, accounting standards, and audit requirements.

Minimum Qualifications

3 years of experience reviewing and analyzing financials

Prior experience with financial reporting

Preferred Qualifications

5 or more years of experience reviewing and analyzing financials for a medium-large sized bank

Hands-on experience working with Power BI and Excel VBA

Educational Requirements

University (Degree) Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level 7IC