Senior Financial Analyst, FP&A

Principal Accountabilities: Under broad supervision:* Responsible for moderately complex financial analyses and reports for department management* Prepare and analyze major financial forecasts* May be assigned analyses in support of organization’s annual budget process, expense/service fee/staffing forecasts, or statistical reporting

Knowledge & Skill Requirements: * Bachelor’s degree in Accounting, Finance or related field *Equivalent years of experience in a substantially similar industry may be considered in lieu of a degree to be determined by the nature of the specific job and the hiring manager’s criteria* Three to five years of related experience preferred* Strong written and oral communication skills* Proficient PC skills

Knowledge & Application: * Understands and applies the principles and practices in a recognized professional field requiring extensive academic preparation* Likely to be newly professionally qualified in a specific field, or will have extensive experience in complex technical area* Determines a course of action based on guidelines and modifies processes and methods as required* Generally requires knowledge of company policies, practices, and procedures

Problem Solving: * Resolves issues which are often varied and non-routine* Uses previous experience to identify most appropriate option or improve existing approaches* Problems likely to require clarification* Undertakes analysis and investigation to solve differing, but related, problems* Work is performed under general guidance and direction* May require the initiation of contacts to resolve and discuss mutual problems or collaboration on procedures or transactions

Interaction: * Conveys information to occasionally divergent audiences that may require some persuasion* In some instances will need to convey information to audiences not knowledgeable of the subject matter* Requires objective review of difficult work problems, obtaining cooperation or approval* Understands and communicates fairly complex information within the specialization or recognized body of formal knowledge

Impact: * Impact is generally limited to short-term team performance, occasionally on medium-term goals* Supports the achievement of goals through own personal effort* Responsible for planning own work, assessing own progress, and adjusting efforts to meet goals* Beginning to have more of a contributory impact on team performance

Accountability: * Accountable for meeting own targets which impact the immediate work area* Accountable for own targets which will typically be definable but not always financially measurable* May help coordinate the work of junior members of the team* Accountable for managing own impact on cost and profitability of the business

R-20260511-0003