Articles

Finance Job Descriptions

  • By AFP Staff
  • Published: 11/21/2022

Updated: 6/25/2025

Finance Job Descriptions Header

The outlook for a career in finance is strong. The U.S. Bureau of Labor Statistics projects that business and financial occupations will grow 7% from 2021 to 2031, resulting in about 715,100 new jobs over the decade. For financial managers, growth is projected to be even faster at 17%.

Because finance is essential to every industry, there are finance jobs all over the world, at all types of organizations, including private corporations, nonprofits and government. There are plenty of opportunities for growth, as finance skills — and financial planning and analysis (FP&A) skills, in particular — are in high demand.

Jobs in the finance field are evolving to keep up with the fast-moving world. More and more, organizations are looking for professionals who can help them navigate digital transformations. For curious problem-solvers with an interest in data and technology, now is an exciting time to be working in finance.

Below is a list of finance titles and job descriptions along with the skills you need — updated for today’s world of finance:


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CHIEF FINANCIAL OFFICER (CFO)

DEPARTMENT: FINANCE / EXECUTIVE

Directs the fiscal functions of the company. Monitors, controls and reports the financial assets and results. Oversees the organization's financial health, strategic planning and fiscal operations. Serves on the Executive Committee and acts as a business partner to the CEO, supporting development of the company's overall strategic plan. Often has responsibility for accounting, budgeting, tax, investment and compliance.

PRIMARY FUNCTIONS & ESSENTIAL RESPONSIBILITIES

Financial Strategy and Planning

  • Direct the preparation and deployment of the financial planning process at the business unit and finance executive level, ensuring collaboration and communication across the company; serve as a financial advisor to company leadership.
  • Develop and communicate financial vision and strategy.
  • Work with the various operational business units to optimize their performance and planning.
  • Ensure the integrity of the planning process with frequent forecasts, honest appraisals of expected performance, standardization of assumptions and calculations, elimination of source-data confusion, and making collaboration, coordination and communication across the company the norm.
  • Monitor and report on market changes including macroeconomics and peers/competitors.
  • Forecast short- and long-term financial performance and risk analysis.

Financial Operations and Reporting

  • Oversee preparation of timely and accurate business/financial reports and plans, and present them to the business partners and senior management across all departments to increase financial transparency in management reporting and business line performance.
  • Support/lead business unit performance reporting and reviews, financial assessments, forecasts, budgets or other operating plan development, investment decision support and other related responsibilities; develop and share insights with other executives and the board of directors.
  • Build a composite view of the company including profit and loss, cash flow and balance sheet impacts; recommend business or financial action as needed.
  • Monitor operational metrics; report trends, variances and issues; take appropriate action including proactively notifying business or financial partners/superiors.
  • Review and guide analysis of business units, portfolio segments, geographic territories, business lines and acquisitions.

Risk Management and Compliance

  • Design and manage internal control systems to mitigate risk.
  • Oversee compliance with federal, state and industry regulations.
  • Coordinate external audits and reviews.

Treasury and Capital Management

  • Manage organizational liquidity, investments, and financing activities.
  • Oversee relationships with banking institutions, creditors and investors.
  • Drive capital allocation and cost control initiatives to ensure efficient resource utilization.

Leadership and Management

  • Lead, mentor and develop the finance and accounting teams.
  • Work with other departmental heads to monitor each department and make recommendations.
  • Collaborate with business partners and senior management to shape organizational strategy and drive results.
  • Participate in the development of the company’s plans and programs, linking longer-term strategy to the operational plans and cascading goals throughout the organization; and provide strategic financial input and leadership on decision-making.
  • Develop a high-performing finance group by attracting and developing talent for the organization.

REPORTING RELATIONSHIPS

POSITION REPORTS TO:  Chief Executive Officer, President

POSITION(S) SUPERVISED: Vice President of Finance, Controller, Treasurer/Investor Relations, Vice President of Human Resources, Internal Audit Director, Tax Director, Risk Management Director and/or Vice President of Information Technology, Director of FP&A

ALTERNATIVE TITLES: Chief Financial Analyst, Chief Manager – Strategic Planning

QUALIFICATIONS

EDUCATION

  • Bachelor’s degree in accounting, business, management or finance required
  • MBA or an advanced degree in business, management or finance required

RELEVANT CERTIFICATIONS

  • FPAC
  • CPA
  • CFA

REQUIRED KNOWLEDGE

  • Strong knowledge of data analysis, modeling and forecasting methods
  • Industry experience preferred, including knowledge of industry-specific financial trends and regulatory frameworks
  • Strong knowledge of financial instruments, credit facilities and finance best practices
  • Expertise with corporate finance and accounting principles, regulatory issues, tax planning, financial reporting, forecasting and budgeting, mergers and acquisitions and joint ventures
  • Proficient in database and accounting computer application systems

EXPERIENCE REQUIRED

10-15 years of professional experience with a track record of increased responsibilities.

SKILLS & ABILITIES

  • Leadership 
  • Highly analytical, critical thinker with strong attention to detail
  • Ability to drive results in a fast-paced environment
  • Negotiation, organizational and strategic planning skills
  • Organizational
  • Strategic planning
  • Ability to build relationships and lead a team
  • Commitment to excellence and impeccable standards
  • Excellent management and supervisory skills


VICE PRESIDENT, FINANCE/FP&A

DEPARTMENT: FINANCE / EXECUTIVE

Plays an ownership role in financial planning, management reporting and financial analytics efforts across the company including consolidation of plans and forecasts for an enterprise outlook. Oversees the organization's financial strategy, planning and operations. Provides senior and executive management with financial reporting and analysis to be used in strategic and tactical decision-making. Gathers business performance data, analyzes and compares it to previous periods, and develops recommendations for improvements in revenue growth or resource allocation. Works closely with executive leadership to drive profitability, manage risks and achieve organizational goals.

PRIMARY FUNCTIONS & ESSENTIAL RESPONSIBILITIES

Strategic Financial Leadership

  • Partner with senior leadership to align financial plans with corporate objectives and priorities.
  • Provide financial results, KPIs and strategic recommendations to support strategic decision-making by the executive team and the board of directors.
  • Participate in the development of the company’s plans and programs, linking longer-term strategy to the company’s operational plans and cascading goals; and provide strategic financial input and leadership on decision-making.
  • Direct accounting operations, overseeing all transactions related to the general ledger, receivables, payables, payroll and financial reporting.
  • Create financial models to evaluate business scenarios, investments and growth opportunities.

Financial Planning and Analysis (FP&A)

  • Own the planning (budget and forecast) process across the enterprise including the analysis and associated recommendations.
  • Lead the annual budgeting process and long-term financial planning efforts.
  • Conduct variance analysis and identify key drivers of financial performance.
  • Drive the financial planning process at the business unit and executive levels, inclusive of kickoff meetings, deadlines, assumptions, data format/loads (as it applies to budgets), re-forecasts, capital planning and long-term plans.
  • Monitor operational statistics; report trends, variances and issues; and take appropriate action including proactively notifying business or financial partners/superiors.
  • Build a composite view of the company including profit and loss, cash flow and balance sheet impacts; recommend business or financial action as needed.

Performance Management and Decision Support

  • Establish and monitor key performance indicators (KPIs) to assess business performance.
  • Provide analytical support for operational decisions, including pricing strategies, cost management and resource allocation.
  • Identify risks and opportunities to enhance profitability and efficiency.

Technology and Process Optimization

  • Leverage financial planning systems and tools to enhance data accuracy, reporting efficiency and scenario analysis.
  • Drive automation initiatives to streamline forecasting, budgeting and reporting processes.
  • Ensure integration of FP&A tools with ERP and other enterprise systems.

Cross-functional Collaboration

  • Partner with accounting, treasury and business unit leaders to ensure cohesive financial strategies.
  • Support M&A activities, including financial due diligence and post-merger integration planning.
  • Collaborate with IT and operations to align financial planning with business operations.

Risk Management

  • Implement internal controls and procedures to safeguard company assets and mitigate financial risks.
  • Monitor exposure to market risks and implement appropriate hedging strategies.

Team Leadership and Development

  • Attract talent by making FP&A a desired career position, drawing talent in and sending it out to the business; establish FP&A's brand for excellence.
  • Demonstrate effective leadership, supervising and interpersonal skills to instruct or assign work to others, motivate and coach, and evaluate work performance; establish trust and inspire others.
  • Foster a collaborative culture of continuous improvement and operational excellence within the finance function.
  • Establish best practices and standardized processes for financial planning and analysis.
  • Ensure team alignment with organizational objectives and continuous professional growth.

REPORTING RELATIONSHIPS

POSITION REPORTS TO: Chief Executive Officer, President

POSITION(S) SUPERVISED: Controller, Treasurer, Investor Relations, Vice President of Human Resources, Internal Audit Director, Tax Director, Risk Management Director and/or Vice President of Information Technology, Director of Finance/FP&A, FP&A Analyst, Manager of Finance/FP&A

ALTERNATIVE TITLES: Executive Vice President, Executive Director, Vice President of Budget & Analysis, Executive – Budget, Planning & Reporting, Vice President of Strategic Planning, Head of Finance

QUALIFICATIONS

EDUCATION

  • Bachelor’s degree in accounting, business, management or finance required
  • MBA or an advanced degree in business, management or finance required

RELEVANT CERTIFICATION(S)

  • FPAC
  • CPA
  • CFA

REQUIRED KNOWLEDGE

  • Data management expertise
  • Financial modeling, project management and change management
  • Strong knowledge of financial instruments, credit facilities and finance best practices
  • Expertise with accounting principles, financial reporting, forecasting and budgeting, and analysis across the income statement, balance sheet and statement of cash flows
  • Proficiency with ERP systems and financial planning software
  • Familiarity with business intelligence tools

EXPERIENCE REQUIRED

10-15 years of professional experience with a track record of increased responsibilities.

SKILLS/ABILITIES

  • Ability to work in a team environment – and lead it
  • Managerial, leadership and negotiation skills
  • Organizational and analytical skills

 


DIRECTOR, FINANCIAL PLANNING AND ANALYSIS/FINANCE

DEPARTMENT: FP&A AND FINANCE

Contributes to the company's success by providing timely advice on strategy and operations. Leads the organization's financial planning, forecasting, budgeting and strategic analysis functions. Provides data-driven insights to senior leadership, enabling effective decision-making and supporting the company's strategic objectives. Oversees the development and implementation of effective, accurate and integrated systems for budgeting, payables, reporting and auditing revenues, expenditures and asset accountability.

PRIMARY FUNCTIONS & ESSENTIAL RESPONSIBILITIES

Strategic Financial Planning and Analysis

  • Drive the financial planning process at the business unit/department level, inclusive of kickoff meetings, deadlines, assumptions, data format/loads, as it applies to budgets, re-forecasts, capital planning and long-term plans.
  • Consolidate the business unit forecast/plans into the overall corporate reporting to build a composite view of the company including profit and loss, cash flow and balance sheet impacts.
  • Participate in the development of the business units’ plans and programs; provide strategic financial input and leadership on decision-making.
  • Gather, manage and manipulate data from multiple sources for analysis; identify trends, extract insights and deliver actionable presentations of findings.
  • Apply financial expertise with a firm understanding of finance and accounting concepts, superb analytical abilities and strong attention to detail.

Reporting and Communication

  • Manage the monthly, quarterly and annual FP&A processes.
  • Develop management reports in collaboration with business and finance teams.
  • Ensure timely and accurate business/financial reports and plans; share with all business units to increase financial transparency in management reporting and business-line performance.
  • Develop error-free, relevant reporting that includes financial and operating information such as data preparation, report creation and quality control; strive to deliver insight, consistent data and effective visualizations; reports may also include variance analysis to compare actual spending to the forecast, plan and historical levels, with explanations of trends and root causes.
  • Monitor operational statistics, reports trends, variances and issues; take appropriate action including proactively notifying business or financial partners/superiors.
  • Monitor and report on market changes including macroeconomics and peers/competitors.

Cross-functional Collaboration

  • Partner with department leaders to provide financial insights and align budgets with strategic goals.
  • Finance partner to company’s business units, leveraging interpersonal skills and building partnerships based on communication, collaboration and value-based relationships.

Process Improvement and Automation

  • Leverage ERP and BI systems to enhance data accuracy and accessibility.
  • Drive continuous improvement in financial processes, reporting accuracy and timeliness.
  • Implement financial planning tools and systems to enhance efficiency and scalability.
  • Oversee the automation of reporting and analysis to streamline decision-making processes.

Leadership and Team Development

  • Continuously re-assess the department’s skills, competencies and abilities to meet the business needs of the company and drive results through standardization.
  • Attract talent by making FP&A a desired career position, drawing talent in and sending it out to the business; establish FP&A's brand for excellence.
  • Actively upgrade the organization through professional development, coaching, feedback, mentoring and creating career paths for team members.
  • Lead and develop financial managers and analysts.

REPORTING RELATIONSHIPS

POSITION REPORTS TO: Vice President of Finance, CFO, Treasurer

POSITION(S) SUPERVISED: Manager of Finance, Financial/FP&A Analyst, FP&A Specialist

ALTERNATIVE TITLES: Director of Budget, Director of Financial Planning, Controller/Budget Director, Director of Treasury and Finance, Principal Financial Analyst

QUALIFICATIONS

EDUCATION

  • Bachelor’s degree in accounting, business administration or finance required
  • MBA or an advanced degree in finance required

RELEVANT CERTIFICATION(S)

  • FPAC
  • CPA
  • CFA

REQUIRED KNOWLEDGE

  • Expertise in MS Office Suite including advanced Excel and PowerPoint
  • Data management experience
  • Proficiency with financial software and tools
  • Expert-level financial modeling and forecasting skills
  • Strong project management skills
  • Experience with accounting principles, financial reporting, forecasting, budgeting and analysis across the income statement, balance sheet and statement of cash flows

EXPERIENCE REQUIRED

10-15 years of professional experience with a track record of increased responsibilities.

SKILLS & ABILITIES

  • Ability to work independently and collaboratively in a fast-paced environment
  • Analytical, strategic and detail-oriented
  • Financial analysis and organizational skills
  • Strong leadership and communication skills
  • Ability to drive results in fast-paced environment

MANAGER, FINANCIAL PLANNING AND ANALYSIS/FINANCE

DEPARTMENT: FP&A AND FINANCE

Analyzes operational, commercial, strategic and financial data/metrics in order to provide insightful analysis to drive management actions and initiatives and the planning process. Manages business forecasting and budgets. Performs financial analyses in line with corporate goals and allocates capital to its most efficient place. Leads a team, leverages advanced financial technologies and collaborates cross-functionally to optimize financial strategies.

PRIMARY FUNCTIONS & ESSENTIAL RESPONSIBILITIES

Financial Planning and Budgeting

  • Lead the annual budgeting process, coordinating with department heads and leadership.
  • Develop multi-year financial plans aligned with the company's strategic goals.
  • Monitor and track budget performance, identifying trends and variances.

Forecast and Reporting

  • Prepare and present monthly, quarterly and annual forecasts to senior leadership.
  • Analyze financial results and provide insights into key drivers of performance.
  • Deliver management reporting, including variance analyses and key performance indicators (KPIs).
  • Business Partnering and Strategic Support

    • Collaborate with business units to identify financial opportunities and risks.
    • Provide decision support for strategic initiatives such as investments, cost reduction and pricing strategies.
    • Perform scenario modeling and sensitivity analyses to evaluate potential outcomes.

    Financial Analysis and Modeling

    • Develop and maintain advanced financial models to support forecasting and decision-making.
    • Analyze profitability by product, customer or business segment.
    • Identify and recommend actions to improve margins, reduce costs and optimize cash flow.
    • Own and build on current models to forecast financials and operational KPIs.

    Process Improvement and Technology Utilization

    • Streamline and enhance financial planning and analysis processes.
    • Leverage financial technologies to automate reporting and forecasting workflows.
    • Identify and implement best practices in FP&A methodologies and tools.
    • Gather, manage and manipulate data from multiple sources for analysis; identify trends, exact insights and deliver actionable presentations of findings.

    Team Leadership

    • Supervise and mentor FP&A analysts and other finance professionals.
    • Provide training and development opportunities to foster team growth.
    • Delegate tasks effectively while maintaining accountability for deliverables.
    • Participate in the development of the FP&A and finance department's plans and programs; provide strategic financial input and leadership on decision-making.

    REPORTING RELATIONSHIPS

    POSITION REPORTS TO: CFO, Vice President of Finance/FP&A, Director of Finance/FP&A

    POSITION(S) SUPERVISED: Senior Financial Analyst, Financial Analyst

    ALTERNATIVE TITLES: FX Manager, Financial Planning Manager, Manager of Budgeting, Manager of Strategic Planning

    QUALIFICATIONS

    EDUCATION

    • Bachelor’s degree in accounting or finance required
    • MBA preferred

    RELEVANT CERTIFICATION(S)

    • FPAC
    • CPA
    • CFA
    • Project management certification

    REQUIRED KNOWLEDGE

    • Expertise in MS Office Suite including advanced Excel and PowerPoint
    • Proficiency with ERP systems
    • Experience with FP&A software such as Anaplan, Adaptive Insights or Hyperion
    • Strong understanding of accounting principles, financial reporting and financial statements
    • Strong financial modeling skills and familiarity with BI tools
    • Industry experience is preferred
    • Strong project management skills

    EXPERIENCE REQUIRED

    Seven to 10 years of professional experience with a track record of increased responsibilities

    SKILLS & ABILITIES

    • Ability to work independently and collaboratively in a fast-paced environment
    • Analytical and organizational skills
    • Flexible thinker
    • Ability to meet deadlines
    • Leadership and team-building capabilities

    SENIOR ANALYST, FINANCIAL PLANNING & ANALYSIS

    DEPARTMENT: FP&A AND FINANCE

    Responsible for driving timely financial planning, analysis and decision support across the organization. Focuses on the strategic plan, budgeting, monthly forecasting and consolidated financial reporting. Supports organization by providing financial reporting and analysis to support key decisions. Conducts and documents financial analysis projects, data gathering, manipulation, summarization and analysis of financial reports, sales activity, trends and opportunities.

    PRIMARY FUNCTIONS & ESSENTIAL RESPONSIBILITIES

    Financial Planning and Forecasting

    • Own the cash forecasting process and communicate to executive leadership how the company is performing.
    • Support the annual strategic planning process.
    • Monitor actual performance against budget and forecasts, identifying variances and providing explanations and revisions to management.

    Financial Analysis and Reporting

    • Conduct ad hoc financial analysis/special projects to assist management in understanding business performance.
    • Create and manage improvements to financial reporting templates, current reporting hierarchy and general FP&A-related business practices.
    • Identify trends, risks and opportunities and recommend actionable strategies.
    • Facilitate the annual strategic planning and budgeting process, including managing the data collection and consolidation process with accounting resources and functional leadership; analyze the information to validate completeness and accuracy with the goal of communicating trends and key drivers to executive leadership.
    • Ensure reporting systems and source data are accurate and reconciled including supporting accounting with variance analysis.
    • Support internal and external financial and management reporting.
    • Track KPIs and prepare financial reports.

    Decision Support and Business Marketing

    • Understand key business drivers.
    • Collaborate with stakeholders to develop financial dashboards and reports to track key performance metrics and drive accountability.
    • Collaborate cross functionally as a business partner to drive continuous improvement in reporting, forecasting, budgeting and analysis processes.
    • Serve as a trusted advisor to business units, providing financial guidance and support to help achieve their objectives.
    • Have a willingness to understand the business, end-markets, competitive environment, industry peer group and general economic conditions that impact the company.

    Technology and Systems Management

    • Utilize FP&A software.
    • Work with ERP systems.
    • Leverage business intelligence (BI) tools.

    Month-end and Quarter-end Activities

    • Assist in timely preparation of weekly, monthly and quarterly reporting, as well as ad hoc financial analysis/special projects.
    • Understand and analyze business units' monthly/quarterly financial results (versus forecast, prior year, budget) and clearly articulate themes and performance drivers; this includes driving efforts to understand the root causes of variances and making recommendations to enhance business performance.
    • Manage and coordinate monthly/quarterly reporting, validate accuracy and assist FP&A team in the creation of analysis and presentations for executive leadership and the board of directors.

    Process Improvement

    • Develop financial models and scenarios to support strategic initiatives and decision-making.
    • Maintain and coordinate group completion of financial review templates and meetings.
    • Develop and implement FP&A best practices, procedures and processes to drive forecasting and planning, business insights and analysis in support of senior leadership team.

    Compliance and Risk Management

    • Partner with cross-functional teams to assess the financial impact of proposed projects, investments and strategic initiatives.
    • Ensure compliance with financial guidelines and company policies.

    REPORTING RELATIONSHIPS

    POSITION REPORTS TO: FP&A Manager, FP&A Director, Vice President of Finance, CFO

    POSITION(S) SUPERVISED: FP&A Analyst

    ALTERNATIVE TITLES: Senior Financial Analyst, Senior Planning Analyst, Senior Business Analyst

    QUALIFICATIONS

    EDUCATION

    • Bachelor’s degree in accounting, business, management or finance required
    • MBA or advanced degree in related field preferred

    RELEVANT CERTIFICATION(S)

    • FPAC
    • CPA
    • CFM
    • CFA
    • Certificate in accounting

    REQUIRED KNOWLEDGE

    • Advanced Excel and PowerPoint and other MS Office Suite skills
    • Strong knowledge of GAAP
    • Knowledge of financial principles
    • Knowledge of accounting and financial systems and software programs
    • Advanced financial modeling skills, including proficiency with financial modeling tools

    EXPERIENCE REQUIRED

    Five to 7 years of experience in accounting or finance

    SKILLS & ABILITIES

    • Strong communication and presentation skills
    • Ability to work independently and with a team
    • Financial analysis skills
    • Expertise in financial modeling, forecasting and data analysis
    • Problem-solving and analytical skills
    • Ability to multitask

    ANALYST, FINANCIAL PLANNING & ANALYSIS/FINANCE

    DEPARTMENT: FP&A AND FINANCE

    Serves as part of the finance team and is responsible for providing granular data and analysis on business issues and financial performance, planning, budgeting and forecasting, creating financial models and supporting strategic initiatives. Provides actionable insights to guide strategic decision-making by analyzing financial data, preparing budgets and monitoring KPIs.

    PRIMARY FUNCTIONS & ESSENTIAL RESPONSIBILITIES

    Financial Planning and Forecasting

    • Support the financial planning process at the department level, inclusive of budgets, re-forecasts, capital planning and long-term plans. Helps to define and load data into models.
    • Engage business and operations partners to create detailed financial plans and influence investment decisions.
    • Monitor operational statistics; report trends, variances and issues; take appropriate action including proactively notifying business or financial partners/superiors.
    • Learn, prepare and maintain financial models and tools; learn and master the budget forecast model, making enhancements as necessary.
    • Leverage FP&A tools (e.g., Anaplan, Adaptive Insights, Planful) to streamline planning processes.
    • Apply financial and economic concepts including financial modeling, economic analysis, cash flow (DCF), profitability, earnings, balance sheet, taxes, financial ratios, alignment to KPIs, RO/ROIC/NPV/IRR, customer lifetime value, churn rate, cost of capital benchmarks, market analysis and strategic analysis.

    Performance Analysis

    • Conduct analysis of business units, portfolio segments, geographic territories, business lines and acquisitions.
    • Monitor day-to-day business trends, market conditions and client needs.
    • Analyze performance, identify areas of risk and opportunity and make recommendations to finance and business leadership for improvements.
    • Gather data to track and review performance of strategic initiatives (the investment portfolio).
    • Leverage analytical tools and methodologies including visualizations to present findings.

    Data Analysis and Reporting

    • Develop relevant reporting including data preparation, report creation and quality control; strive to deliver insight, consistent data and effective visualizations.
    • Provide data and analyses to support periodic (monthly, quarterly, year-end) financial and operational performance reviews with the business and finance teams and the board of directors.
    • Identify and communicate key trends, risks and opportunities to management.

    Strategic Support and Cross-functional Collaboration

    • Collaborate on processes and projects while representing the goals of the finance group.
    • Assist in building business cases and perform due diligence on potential opportunities, deals, partnerships, etc.
    • Provide decision support through financial analysis and insights.
    • Support the development and execution of corporate strategies.

    Compliance and Process Improvement

    • Ensure compliance with internal policies, procedures and external regulations.
    • Demonstrate finance, business and industry expertise; learn the strategy, drivers, metrics and data elements of the company.
    • Establish credibility through respectful, thoughtful interactions, attention to detail, professional integrity and excellent financial insight.
    • Identify opportunities to enhance financial processes, reporting and systems.

    REPORTING RELATIONSHIPS

    POSITION REPORTS TO: Manager of Financial Planning & Analysis, Director of Financial Planning & Analysis, Senior FP&A Analyst

    POSITION(S) SUPERVISED: N/A

    ALTERNATIVE TITLES: Financial Analyst, Finance Analyst, Planning Analyst, Business Analyst, Budget Analyst, Corporate Analyst

    QUALIFICATIONS

    EDUCATION

    • Bachelor’s degree in accounting, business, management or finance required
    • MBA or an advanced degree in business, management or finance preferred

    RELEVANT CERTIFICATION(S)

    • FPAC
    • CPA

    REQUIRED KNOWLEDGE

    • Proficiency with financial modeling
    • Experience with financial planning software such as Anaplan, Adaptive Insights or Workday Adaptive Planning
    • Familiarity with ERP systems (e.g., SAP, Oracle, NetSuite) and BI tools (e.g., Power BI, Tableau)
    • Strong understanding of GAAP and financial analysis techniques
    • Familiarity with EPM systems
    • Knowledge of MS Office Suite including advanced Excel and PowerPoint

    EXPERIENCE REQUIRED

    One of the following:

    • Two to 4 years of financial analysis, accounting or treasury experience
    • Two to 4 years of business analysis or data analysis

    SKILLS & ABILITIES

    • Ability to work independently and collaboratively in a fast-paced environment
    • Highly analytical and critical thinker
    • Attention to detail and highly organized
    • Problem-solving skills
    • Self-motivated and a multitasker
    • Excellent written and verbal communication skills

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