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Senior Financial Analyst - Global Analysis

  • Job
    Full-time
    Mid & Senior Level
  • Banking & Finance
    Data
  • Lisbon

AI generated summary

  • You need strong analytical skills, problem-solving abilities, global collaboration experience, and excellent communication. A finance-related degree, 4-6 years of experience, and advanced tech skills are essential.
  • You will develop financial models, analyze performance, support budgeting, streamline reporting, and collaborate on strategic projects to enhance business decisions and execution.

Requirements

  • YOU'RE GOOD AT:
  • Sound analytical and statistical skills, ability to analyze complex models and metrics
  • Intellectually curious in exploration of new topics
  • Ability to problem solve through ambiguity
  • Proven ability to work effectively in a global environment with people at all organizational levels
  • Excellent communication skills, written and oral
  • YOU BRING (EXPERIENCE & QUALIFICATIONS):
  • Bachelor’s degree in Finance, Statistics or Economics; MBA a plus
  • 4-6+ years relevant work experience; less experience considered for exceptional performers
  • Advanced computer literacy (PowerPoint, Excel, Alyterx, Tableau, BI tools etc.)
  • Professional services experience a plus

Responsibilities

  • As a Senior Financial Analyst, you will work collaboratively within the team and across the organization on various workstreams, including:
  • Financial and Business Analysis and Management Reporting:
  • Develop financial models and analyses to support business decisions
  • Prepare updates apprising management on the state of the business
  • Monitor firm performance and proactively highlight issues and opportunities (including, cost analysis, revenue monitoring, utilization, leads reports, pricing, etc.)
  • Team with local offices and regional finance team to prepare analyses and support ad hoc requests
  • Streamline and digitize reporting and analysis processes
  • Strategic planning and analysis:
  • Support forecast and budget process, working with local offices, functions and regions
  • Summarize global results and prepare executive level presentations of plans and performance
  • Change management and project execution:
  • Team on high priority Executive Committee projects that have the potential to significantly impact overall firm performance—provide analysis expertise, structure and solve problems, and communicate solutions. Examples of projects include:
  • Redefining the strategic planning process, integrating inputs across a matrix of functions, industries and geographies
  • Supporting investment discussions; enhancing acquisition strategy
  • Supporting changes in metrics to enhance business reporting
  • Enhancing reporting and analysis of new businesses

FAQs

What type of projects will a Senior Financial Analyst work on?

A Senior Financial Analyst will work on both project work (ad-hoc and recurring) and operational work, focusing on financial analysis, management reporting, strategic planning, and change management.

What qualifications are required for this role?

Candidates should have a Bachelor’s degree in Finance, Statistics, or Economics; an MBA is a plus. Additionally, 4-6+ years of relevant work experience is preferred.

What skills are essential for success in this role?

Essential skills include strong analytical and statistical abilities, problem-solving through ambiguity, effective communication (both written and oral), and the capacity to work in a global environment across various organizational levels.

What tools and technologies should a Senior Financial Analyst be proficient in?

Proficiency in advanced computer literacy, specifically in PowerPoint, Excel, Alteryx, Tableau, and other BI tools is required.

Is prior experience in professional services necessary for this position?

While professional services experience is a plus, it is not a strict requirement for this position.

Will the Senior Financial Analyst be involved in high-priority projects?

Yes, the Senior Financial Analyst will team on high-priority Executive Committee projects that could significantly impact overall firm performance.

What type of reporting does this role involve?

The role involves developing financial models, preparing management updates, monitoring firm performance, and enhancing reporting and analysis processes.

Is collaboration with local offices and regional finance teams part of the job?

Yes, collaboration with local offices and regional finance teams is an essential part of the job to prepare analyses and support ad hoc requests.

What level of experience is considered for exceptional performers?

While 4-6+ years of relevant work experience is preferred, less experience may be considered for exceptional performers.

What will the Senior Financial Analyst be tasked with regarding strategic planning?

The Senior Financial Analyst will support the forecast and budget process, summarize global results, and prepare executive-level presentations of plans and performance.

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