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Senior Financial Analyst Job Description

How to Hire a Senior Financial Analyst

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Senior Financial Analyst Job Description

We are recruiting for a Senior Financial Analyst to join our finance team. As Senior Financial Analyst your responsibilities include assisting with financial planning and budgeting processes, analysing financial statements and reports, developing financial models, preparing projections, and performing research and analysis as may be required by leadership. You will also be responsible for providing project teams with financial guidance and assisting with monthly close processes.

To succeed you should be able to perform a variety of financial activities including planning, analysis, budgeting, and reporting. You should also have strong analytical, organisational, and problem-solving skills and be able to present financial information and models in a concise and easily comprehensible manner.

Senior Financial Analyst Duties and Responsibilities

  • 2+ years of experience in financial planning, analysis, and modelling.
  • Ability to present financial information to a non-financial audience.
  • Working knowledge of financial strategies.
  • Strong organisational and multitasking skills.
  • Excellent communication, interpersonal and presentation skills.
  • Detail-oriented and able to perform in a high-pressure environment.
  • Strong analytical thinking and problem-solving skills.
  • Proficiency in Microsoft Office and SAP, Oracle, or related financial systems.
  • Bachelor’s degree in finance, accounting, or a related field.

Senior Financial Analyst Skills and Requirements

  • Reviewing and analyse financial statements and reports.
  • Tracking KPIs and preparing financial reports.
  • Assisting with budgeting and monthly close processes.
  • Understanding key business drivers.
  • Assisting project teams with financial guidance.
  • Developing financial projections and building financial models.
  • Performing research and analysis as required.
  • Ensuring compliance with financial guidelines, company policies, and relevant legal regulations.
  • 2+ years of experience in financial planning, analysis, and modelling.
  • Ability to present financial information to a non-financial audience.
  • Working knowledge of financial strategies.
  • Strong organisational and multitasking skills.
  • Excellent communication, interpersonal and presentation skills.
  • Detail-oriented and able to perform in a high-pressure environment.
  • Strong analytical thinking and problem-solving skills.
  • Proficiency in Microsoft Office and SAP, Oracle, or related financial systems.
  • Bachelor’s degree in finance, accounting, or a related field.

Personalising Your Senior Financial Analyst Job Description Advise

The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.

When creating your bespoke description and advert, you should cover and promote these points:

Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.

Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.

Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.

Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.

The company’s culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.

Career progression: Including the career path will entice candidates looking for career growth. 

Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources. 

Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.

Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.

Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.


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