Finance Analyst

Finance Analyst Job Description Template

Our company is looking for a Finance Analyst to join our team.


  • Identify improvement areas;
  • Reporting and analysis;
  • Partner with leadership;
  • Work independently;
  • Coordinating with other members of the finance team, such as a risk analyst when required to review financial information and forecasts;
  • Analyzing inventory;
  • Train new team members;
  • Assist with managing customer licenses;
  • Analysis of cost journals, and manage relationship with global accounting teams to ensure corrections posted;
  • Review of cost and headcount reporting, ensuring data integrity, and identifying issues;
  • Ensure appropriate controls are in place and any weaknesses followed up;
  • Actualize financial model/adjust forecast where necessary through Planful and financial model;
  • Assist with month-end close activities to ensure completeness of expenses through engagement with Business Owners/Finance/Accounting;
  • Interaction with operational teams to ensure deadlines are met, and standard processes followed;
  • Partnering with Finance to drive improvement in financial/operational processes.


  • Proficiency with spreadsheets, databases and financial software applications;
  • Proven leadership abilities;
  • Proven knowledge of financial forecasting and diagnosis, corporate finance and information analysis;
  • Comfortable using a computer for various tasks;
  • Bachelor degree in business, accounting, finance, economics or related field;
  • Outstanding presentation, reporting and communication skills;
  • Deep understanding of the financial system and institutions;
  • Proven experience in the financial industry;
  • Excellent verbal and written English skills;
  • BA/BS degree in Finance, Accounting, or related field;
  • Ability to quickly learn new systems including financial software applications (experience with NetSuite and Planful is a plus;
  • Strong organizational skills with attention to detail;
  • Ability to manage multiple priorities and tasks in parallel;
  • Financial reporting and modeling experience;
  • 3-5 years of related work experience in SaaS environment.