Senior Financial Analyst
Tech Data Corporation
San Jose, Costa Rica
hace 6 días

Job Summary :

The Senior Financial Analyst will be responsible for providing robust analytical support, developing intermediate to complex recurring reporting, as well as ad hoc operational and financial performance reports for assigned functional areas or divisions.

In addition to these essential duties, this role will guide the work of at least one junior analyst within the team, potentially several.

This position will collaborate with Sales, Product Marketing, Logistics, Supply Chain and other Finance teams to support data-driven decision making.

A successful candidate for this role will execute the key job responsibilities listed, drive improvements in the underlying analytical tools / processes and proactively report actionable data to business partners.

Essential Duties & Responsibilities Required :

Prepare and present models for analyzing business opportunities and initiatives, cost / benefit, ROI, etc. (30%)

Lead collaborative meetings and partner with assigned stakeholders in the business to drive profitability (20%)

Guide the day to day work of junior analyst(s), including delegation of work and thorough reviews of the work prepared by junior analyst(s) (20%)

Develop presentations and data visualizations relevant to assigned functional areas or divisions (10%)

Helps lead preparation of annual budget, quarterly outlook and / or subsequent variance analysis (10%)

Manage upward by providing regular project / status updates to team leadership (5%)

Actively participate and add value to ad hoc Finance initiatives and inter-departmental projects (5%)

Essential Duties & Responsibilities Required :

Prepare and present models for analyzing business opportunities and initiatives, cost / benefit, ROI, etc. (20%)

Lead collaborative meetings and partner with assigned stakeholders in the business to drive profitability (20%)

Guide the day to day work of junior analyst(s), including delegation of work and thorough reviews of the work prepared by junior analyst(s) (20%)

Actively participate and add value to ad hoc Finance initiatives and inter-departmental projects. (5%)

Develop presentations and data visualizations relevant to assigned functional areas or divisions (5%)

Helps lead preparation of annual budget, quarterly outlook and / or subsequent variance analysis (10%

Assesses accounting treatment of financial transaction information, assists in month-end close and the preparation of month-end deliverables, researches accounting treatment, provide ad hoc deliverables for internal and external audit (20%)

Other Duties & Responsibilities :

Additional duties as assigned

Meets attendance and punctuality standards

Required Knowledge, Skills & Abilities :

Able to execute instructions and to request clarification when needed.

Possesses basic clerical and data entry skills.

Able to perform basic mathematical calculations.

Able to recognize and attend to important details with accuracy and efficiency.

Able to communicate clearly and convey necessary information.

Able to create and conduct formal presentations.

Able to interact effectively with all levels of management.

Able to negotiate skillfully, promote / sell ideas persuasively, and close transactions with mutually beneficial results.

Possesses strong multi-cultural interpersonal skills.

Possesses strong leadership skills with a willingness to lead, create new ideas, and be assertive.

Possesses strong organizational and time management skills, driving tasks to completion.

Able to constructively work under stress and pressure when faced with high workloads and deadlines.

Able to work independently with minimum supervision.

Able to maintain confidentiality of sensitive information.

Able to build solid, effective working relationships with others.

Able to exhibit ability to be sensitive to the needs, concerns, and feelings of others.

Able to quickly learn new systems and technology.

Able to use relevant computer system applications at an intermediate level.

Qualifications : Experience :

Experience :

3+ Years of relevant work experience.

Education & Certifications :

Bachelor's Degree with N / A field of study required.

Master's / Postgraduate Degree with Finance / Accounting / Econ / Bus Mgmt. Field of Study preferred.

Other Education / Certifications : Candidates with combination of minimum 2 years work experience and Master's / Postgraduate degree, or CPA / CFA / CMA / FMVA certification, will be strongly considered.

Working Conditions :

Occasional non-standard work hours or overtime as business requires.

Professional, office environment.

Some travel required.

Cultural Competency Requirements :

  • Within Tech Data diversity is one of our fundamental shared values. We are a multi-cultural environment and we pride ourselves on being a welcoming place of work where we celebrate inclusion and champion people from a multitude of backgrounds.
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