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Senior Financial Analyst
2 months ago
The Senior Analyst for Trade Credit will play a crucial role in maintaining the integrity, accuracy, and completeness of financial and customer master data within the organization. This position serves as a key liaison between internal teams and external clients, facilitating the creation and upkeep of essential master data. The Senior Analyst will frequently collaborate with offshore partners, mentor junior analysts, and support the overarching vision of effective governance and centralized master data management across designated domains.
In this capacity, you will engage in departmental and strategic initiatives, work alongside project managers, assist less experienced analysts, and manage your own workload effectively. Continuous improvement insights and recommendations will be expected as part of your contributions to management and leadership. Additionally, this role requires collaboration with cross-functional teams, necessitating strong communication skills and the ability to prioritize tasks in a dynamic environment.
Key Responsibilities:
- 5% Collaboration - Utilize previous experiences to develop and propose solutions.
Build trust and foster collaboration with internal stakeholders and cross-functional teams.
Gather insights and feedback from relevant team members regarding business requirements.
Understand the technical specifications necessary for addressing business challenges. - 75% Operational Duties - Execute essential tasks related to the Order to Cash (OTC) process.
Work collaboratively with other teams to share and receive information as required.
Support necessary activities involving both internal and external stakeholders.
Analyze data from reports and ledgers to provide actionable insights.
Offer guidance and analysis to enhance efficiency and improve operational tasks.
Assist junior analysts in their responsibilities.
Resolve issues and challenges pertinent to your role.
Manage month-end and year-end processes effectively.
Monitor performance against established KPIs and SLAs.
Aid management in building and interpreting analyses to provide valuable insights. - 15% Project Management & Team Support - Collaborate with project teams and business partners to achieve project objectives.
Assist in prioritizing tasks and ensuring the quality and accuracy of deliverables. - 5% Skill Development & Professional Growth - Pursue knowledge on key trends and developments in finance, such as analytics and automation.
Engage in the continuous enhancement of financial shared services processes and tools.
- Contribute to the creation and maintenance of financial and customer master data within relevant ERP systems.
- Collaborate with internal stakeholders to ensure data integrity.
- Keep governance and process documentation updated in response to evolving business needs.
- Work with key functional and technical stakeholders to identify and document requirements for DMO governance solutions.
- Identify opportunities for operational improvements and contribute to critical projects.
- Conduct meetings and presentations to communicate findings and ideas.
- Participate in enterprise-wide initiatives related to DMO across the organization.
- Develop a deep understanding of how end-users and stakeholders utilize foundational data for business operations.
- Support the development, testing, and adoption of new tools and processes for improved data management.
- Maintain accurate records to ensure compliance with departmental procedures and corporate controls.
- This position typically reports to a Lead Analyst, Manager, or Senior Manager.
- This role does not have direct reports.
- Overnight travel is typically less than 10% of the time.
- Most work is performed in a seated position with frequent opportunities for movement. Occasional lifting of light items may be required.
- The work environment is generally comfortable, with infrequent exposure to unpleasant conditions.
- The role may involve pressure to meet tight deadlines and manage demanding quotas.
- Must be at least eighteen years of age.
- Must be legally authorized to work in the United States.
- A minimum of 3 years of professional experience is required.
- Ability to navigate ambiguous situations to define clear requirements and drive outcomes.
- Strong skills in process development, planning, tracking, and presentation.
- Attention to detail and a commitment to meeting deadlines.
- Excellent organizational skills with a proven ability to develop and implement effective strategies.
- Strong analytical capabilities to identify and communicate business risks related to data quality.
- Ability to effectively collaborate with remote project teams.
- Proactive in anticipating work needs and engaging professionally with stakeholders.
- 2-3 years of experience in OTC or Master Data Management operations.
- Familiarity with Data Analytics and Visualization tools (e.g., Tableau, Excel, Power BI).
- Experience in gathering business requirements and translating them into actionable improvements.
- Knowledge of master data processes and tools, particularly in SAP.
- Experience with customer onboarding and invoicing processes.
- Understanding of SAP interconnected systems and related data domains.
- Advanced Excel skills, including SQL queries and large dataset manipulation.
- A bachelor's degree or equivalent in a relevant field is typically required.
- A Bachelor's or Master's degree in Accounting, Finance, Information Technology, Business Administration, or a related discipline is preferred.
- Minimum of 3 years of work experience is required.
- No prior leadership experience is required.
- No specific certifications are required.
- Ability to work independently while managing deliverables and expectations.
- High proficiency in Microsoft Office tools.
- Action-oriented and adaptable to learning.
- Strong collaboration skills.
- Innovative mindset.
- Ability to build trust and effective networks.
- Strong communication skills.
- Customer-focused approach.
- Results-driven mentality.