Senior Financial Analyst

Overview

This senior-level Senior Financial Analyst role provides high-quality financial analysis, planning, and reporting to enable effective decision-making. The position supports business partners and finance leadership through accurate forecasts, performance insights, and financial governance, translating data into clear, actionable insights across assigned areas. Responsibilities also include driving continuous improvement of finance processes and tools.

Responsibilities

Planning, Budgeting & Forecasting

• Support the development of annual and multi-year plans.
• Build and maintain detailed budgets and ensure data accuracy.
• Ensure alignment with group guidance, assumptions, and timelines.
• Prepare rolling forecasts and outlooks.
• Analyze key drivers, risks, and opportunities.
• Ensure consistency between actuals, forecasts, and plans.
• Partner with finance stakeholders to support planning and forecasting.
• Work cross-functionally to validate assumptions and reconcile variances.

Financial Modeling, Analytics & Decision Support

• Build, maintain, and enhance financial and driver-based models and share analysis.
• Perform sensitivity, scenario, and ad-hoc analysis to support planning and decision-making.
• Support business cases, investment appraisals, and ad-hoc analyses.
• Gather data, validate accuracy, and support analytical needs for business partners.
• Provide data-driven insights to inform trade-offs and operational decisions.

Reporting & Performance Management

• Deliver timely and accurate monthly and quarterly reporting.
• Perform variance analysis against plan and forecast.
• Develop clear variance narratives and performance insights.
• Analyze revenue, COGS, and Opex trends.
• Identify key performance drivers and improvement levers, and compile performance metrics.
• Summarize findings for internal finance consumption.
• Collaborate with Accounting to ensure alignment between actuals, forecasts, and management reporting.
• Support enterprise-wide financial consistency.

Partnership, Governance & Continuous Improvement

• Work cross-functionally to validate assumptions, resolve data issues, and support enterprise-wide financial consistency.
• Identify opportunities to improve reporting, modeling, and planning processes in collaboration with finance stakeholders.
• Identify and escalate financial risks, data issues, or misaligned assumptions.
• Drive continuous improvement of finance tools, processes, and standards.
• Collaborate with Accounting to reconcile actuals and resolve data issues.
• Support process documentation and identify incremental improvement opportunities.

Additional Senior-Level Expectations

• Own the full planning and forecasting cycle for assigned business areas.
• Shape planning discussions by challenging assumptions and providing scenario-based insights.
• Ensure cross-functional alignment of assumptions across Finance, Accounting, and business teams.
• Drive improvements in forecasting accuracy, processes, and automation.
• Translate analysis into synthesized, actionable insights and recommendations for stakeholders.
• Design, enhance, and automate complex financial and driver-based models.
• Provide strategic insights and recommendations derived from deep analysis.
• Lead financial evaluations of business cases, investments, and operational decisions.
• Identify structural model improvements and establish modeling best practices.
• Own variance narratives and performance insights for assigned business areas.
• Synthesize trends into clear, actionable insights for leaders.
• Connect financial performance to operational levers and identify risks/opportunities.
• Ensure consistency and alignment of actuals with forecasts and management reporting.
• Act as a strategic advisor to business leaders, shaping discussions on resource allocation and performance.
• Identify emerging risks, misaligned assumptions, and data issues, escalating with recommended solutions when needed.
• Lead improvements in finance tools, processes, reporting frameworks, and data quality.
• Drive automation, workflow redesign, and adoption of AI tools to increase speed, insight depth, and forecasting precision.
• Drive adoption of finance standards, templates, and best practices across teams.
• Provide mentorship and functional leadership to junior staff.

Competencies

• Accountability: Takes ownership for actions, decisions, and results; accepts feedback and demonstrates willingness to improve.
• Basic Principles: Builds mutual trust, confidence, and respect; follows the organization’s Code of Conduct for Employees.
• Collaboration: Works effectively with others; maintains positive relationships; supports knowledge-sharing, coaching, and guidance.
• Communication: Conveys ideas professionally; communicates financial information clearly to finance and non-finance audiences; prepares impactful presentations for senior executives and management.
• Compliance: Follows internal controls; protects confidential information; abides by the organization’s Code of Business Conduct & Ethics.
• Customer Focus: Prioritizes customer satisfaction and service excellence.
• Reliability: Follows through on assignments; demonstrates timely attendance at meetings, training, and other obligations.
• Results: Demonstrates strong execution, attention to detail, ownership of deliverables, and sound problem-solving.
• Safety & Security: Supports a safe work environment and complies with applicable security policies and procedures.
• Technical Proficiency: Uses MS Office and finance systems/analytics platforms; applies standard data definitions to ensure data accuracy; leverages automation and AI tools to improve efficiency and insight depth.

Technical Proficiency Requirements (Included in Competencies)

• Proficient computer skills and MS Office knowledge (Outlook, Teams, Word, Excel).
• Excel proficiency, including formulas, dynamic charts, macros, and task automation to improve reporting and model development efficiency.
• Ability to build and use dashboards/visuals to evaluate performance and communicate key trends.

Minimum Qualifications

• High school diploma or equivalent.
• Bachelor’s degree in Accounting, Business, Finance, Economics, or relevant field.
• Minimum of seven (7) years of progressively responsible experience in financial analysis, accounting, finance, or related background, including:
  • At least two (2) years of financial modeling experience.
• A combination of relevant work experience and/or education sufficient to perform the duties of the job may substitute to meet the total years required on a year-for-year basis.

Preferred Qualifications

• Master’s degree in Business Administration, Accounting, or Finance.
• CPA or CFA certifications.
• Knowledge of Oracle or equivalent accounting system.
• Telecommunications experience.
• Relevant telecom industry or job specific certifications.

Driving Requirements

• This position may require access to reliable transportation for occasional travel between retail store locations, offices, worksites, or other locations as needed.

Physical Requirements and Working Conditions

• Work is primarily sedentary, requiring daily routine computer usage.
• Ability to work shifts as assigned, in a standard office/home office setting, and operate standard office equipment.
• Ability to accurately communicate information and ideas.
• Physical agility and effort sufficient to perform job duties safely and effectively.
• Ability to make valid judgments and decisions.
• Available to work additional time on weekends, holidays, and/or before or after normal work hours when necessary.
• Must work well in a team environment and be able to work with a diverse group of people and customers.
• Virtual workers must comply with remote work policies and agreements.
• The organization operates in a 24/7 environment providing critical services and may need to respond to public health and safety matters or other business emergencies. Employees may be contacted outside of core business hours to respond to immediate emergencies, including being requested to provide emergency after-hours contact numbers (home and cell phone numbers if applicable).

Compensation & Benefits

Not specified in the provided job description.

Location

Not specified in the provided job description.