GLOBAL FINANCE ANALYST JOB DESCRIPTION

Global Finance Analyst, at its most useful, is a plain term for a demanding seat. The person in it is responsible for financial forecast models, portfolio monitoring, and the analytical packages that reach CFOs, senior leadership teams, and in some organizations, the Board. In financial services, where decisions about capital allocation and strategic resource deployment move quickly, the accuracy and framing of that analysis materially shapes outcomes. Uneven reporting or delayed gap-close recommendations leave leadership without the numbers they need to act.

As the Global Finance Analyst, you build and own the financial models, consolidation outputs, and performance analyses that inform resource allocation and strategic planning decisions across the organization. You sit within a corporate FP&A, global functions finance, or portfolio management team, working alongside Controllers, business leads, and senior finance leadership to translate data into decisions.

Career Impact: Producing financial analyses reviewed directly by CFOs and senior leadership teams accelerates your credibility within financial services faster than most analyst-level roles allow.

Business Impact: The forecast models and portfolio reports this role owns are the primary inputs leadership uses when deciding where to deploy capital and how to close performance gaps.

Growth Opportunity: The analytical range required here, spanning FP&A modeling, portfolio construction oversight, and cross-functional stakeholder engagement, builds the foundation for advancement into Finance Business Partner or FP&A Manager roles.

• Build and maintain financial forecast models covering scenario analysis, long-range planning, and annual operating plan inputs to support leadership decision-making.
• Partner with senior finance leadership and business leads to deliver monthly and quarterly performance reviews, including gap analysis and recommended actions.
• Consolidate financial data across business units or portfolios, ensuring accuracy and consistency for reporting to the CFO and senior leadership.
• Monitor portfolio positions or cost center performance against investment guidelines, flagging variances and recommending corrective measures.
• Define analytical frameworks and leading indicator metrics that translate financial data into actionable strategic recommendations.
• Develop executive presentations and financial reporting packages for senior management reviews and Board-level communications.
• Coordinate with Controllers, Corporate FP&A, and regional finance teams to align on firm-wide planning deliverables and reporting standards.

• Bachelor's degree in Finance, Accounting, or a related field, or equivalent work experience.
• 2 or more years of financial planning and analysis, portfolio support, or corporate finance experience, with demonstrated exposure to senior management reporting.
• Strong competency in financial modeling and scenario analysis, with the ability to link model outputs to underlying business drivers.
• Ability to synthesize large volumes of financial data into concise, accurate, and decision-ready analyses for executive audiences.
• Demonstrated experience supporting planning cycles including budgeting, forecasting, and long-range planning processes.
• Strong written and verbal communication skills, with the ability to engage credibly with senior stakeholders across finance and business functions.
• Solid organizational and project management skills, with the ability to manage multiple concurrent reporting deadlines accurately.

• Graduate degree in Finance or Accounting, or progress toward a CPA, CFA, or equivalent professional certification.
• Prior experience in asset management, investment banking, leveraged finance, or a financial services organization with multi-entity or multi-currency reporting requirements.
• Familiarity with data querying techniques or structured query tools to support independent data extraction and validation.
• Experience supporting investor relations functions, including earnings document preparation or external stakeholder reporting.

• Forecast accuracy rate, measured as variance between submitted projections and actuals across planning cycles.
• Reporting cycle adherence, tracking on-time delivery of monthly and quarterly financial packages to senior leadership.
• Portfolio variance rate, measuring frequency and magnitude of deviations from client investment guidelines.
• Consolidation error rate, reflecting the accuracy of multi-entity or multi-currency financial roll-ups before submission.
• Executive presentation adoption rate, measured by how often analytical recommendations are incorporated into leadership decisions.
• Typical tools: Financial planning and analysis platforms (commonly Anaplan or Hyperion); data querying tools (commonly SQL-based environments); spreadsheet and presentation software (commonly Excel and PowerPoint).

• Base Salary Range: $80,000 to $110,000 annually, depending on seniority and market.
• Bonus: Annual performance bonus typically 10 to 15 percent of base salary.
• Equity: Equity participation uncommon at this level; offered selectively at senior-leaning firms.
• Health Benefits: Medical, dental, and vision coverage standard across financial services employers.
• PTO: 15 to 20 days annually, plus federal holidays and firm-specific closures.
• Common Perks: Professional development stipends, CFA or CPA exam support, and hybrid work arrangements.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other characteristic protected under applicable federal, state, or local law. Candidates requiring a reasonable accommodation during the application or interview process are encouraged to make that request at any time. Final offers are contingent on successful completion of a background check, which may include verification of credit history relevant to financial roles. Applicants must be authorized to work in the United States.

The Global Finance Analyst owns front-line operational support and issue resolution for the QBE suite of Oracle Fusion finance applications, spanning General Ledger, Accounts Payable, and Procure to Pay within the Global Finance Transformation Programme. Working closely with regional Finance teams and third-party managed support towers, this role delivers timely incident resolution and process improvements that sustain period-close continuity across the organization.

Key Responsibilities

• Provide front line operational support in accordance with service standards ensuring the provision of excellent customer service.
• Provide diagnosis and problem solving for the QBE suite of Oracle Fusion finance applications and business processes across General Ledger, Financial Accounting Hub, Accounts Payable, ICO, and Procure to Pay.
• Prioritize incidents and issues using business rationale and interact with third party managed support towers to resolve issues in a timely manner.
• Collaborate with third party vendors to target and leverage relationships to maximize business process efficiency and minimize costs.
• Support the regional Finance teams in managing and executing the period close process.
• Seek out improvements to transaction processing and establish methods to reduce unnecessary processing time.

Required Qualifications

• Chartered Accountant (ideally) with supporting relevant skills and experience in a Finance environment.
• At least 1 - 3 years relevant work experience.
• Strong understanding of the Finance function including Financial Accounting and Reporting, Planning, Budgeting, and Forecasting and Finance Operations processes.
• Insurance accounting and/or support and implementation experience within the insurance sector.
• Strong understanding of Oracle and/or Fusion Financials demonstrated via 3 - 5 years implementation and support experience.
• Strong skills in data analysis, mapping, and reconciliation procedures, including managing reference data in a complex multi-dimension environment.
• Excellent MS Office skills including advanced Excel to macro level, with VBA skills desirable.

Embedded within Stripe's international finance function, the Global Finance Analyst builds and owns financial forecast models and strategic frameworks that evaluate business performance and inform resource allocation decisions across global markets. Working closely with Go-to-Market, Product, and Engineering organizations, this role advances Stripe's growth plans by delivering analytical rigor and actionable insights to senior leadership.

Core Functions

• Partner with global teams and leadership across Stripe to build financial plans, evaluate business strategy, and drive performance.
• Build partnerships with Go-to-Market, Product, Engineering, and other organizations.
• Support and facilitate Stripe's growth plans through resource allocation, pricing, and other strategic work streams.
• Build and own financial forecast models, including scenario and in-depth ad hoc analyses, as well as ensuring their quality, timeliness, and accuracy.
• Define frameworks and measures to assess strategic initiatives and translate insights to make informed recommendations and resource allocation decisions.
• Support strategic and financial planning processes with business partners including business reviews, targets and resource allocation, and long range plan.
• Develop and monitor critical leading indicator metrics and success benchmarks and communicate actionable insights to relevant stakeholders.

Qualifications and Experience

• 2 - 4 years of experience in investment banking, corporate finance, private equity, or comparable.
• Financial planning and analysis experience with exposure to key management processes at a high growth, scaling company.
• Regional experience in one of Asia's large and high growth tech markets.
• Understanding of and experience with card networks, payment-related products, or other financial services.
• Experience building financial models in Excel or other planning applications and ability to understand how their outputs are shaped by business drivers.
• Experience with SQL or a willingness to learn.
• Excellent verbal and written communication skills, with the ability to build strong collaborative relationships with business leads.

Reporting to the Director of Finance, the Global Finance Analyst leads planning and reporting for Global Engineering Technologies and Engineering organizations, preparing monthly forecast packages and supporting the annual budget process within Dematic's Global Finance Organization. Partnering with Global and Local Vice Presidents, this role strengthens financial visibility across a large matrix organization and enables informed decision-making at the executive level.

Primary Duties

• Lead planning and reporting of Global Engineering Technologies and Engineering organizations, partnering cross-functionally in a large matrix organization.
• Prepare and distribute monthly actual and forecast global reporting packages summarizing monthly results for global leadership.
• Prepare monthly operating review package for global engineering function along with supporting Director Finance on explanations of changes and trends to global leadership.
• Help coordinate annual budget process for supported functions, including preparation of departmental summaries and presentations.
• Perform quality control for consolidation of global managerial reporting forecast.
• Support implementation of new global BI reporting tool and create new templates for data collection to support on-going or one-time requests.
• Support Global and Local Vice Presidents and Director, Finance on special ad hoc analysis.

Skills and Qualifications

• Completed 4-year Bachelor degree with a strong concentration in Finance and/or Accounting.
• 5 - 8 years of Financial Analyst or FP&A experience, preferably within an international organization working in multiple currencies.
• Exceptional analytical, critical reasoning, and communication skills with strong attention to detail.
• Strong demonstrated use of Excel and PowerPoint.
• Experience with SAP is given strong consideration.
• Demonstrated ability to be well organized, learn new tasks quickly, define process improvements, and strive for success.

Sitting at the intersection of global financial consolidation and investor relations, the Global Finance Analyst assists with P&L forecast consolidation, monthly reporting to senior management, and preparation of earnings documents for the Board of Directors and press releases at Molson Coors Beverage Company. Operating across Corporate FP&A, finance teams throughout the business, and the Investor Relations function, this role supports the accuracy and timeliness of financial reporting that informs executive and public-facing communications.

Duties

• Assist the global financial P&L forecast consolidation and reporting to senior management via the monthly LT deck and financial reporting for the Board of Directors.
• Establish and maintain key relationships with finance personnel throughout the business for both local currency and US dollar reporting.
• Update financial forecast models on a monthly basis.
• Support annual planning processes to deliver the financial Long Range Plan and Annual Operating Plan.
• Assist with the annual target setting process and related communications.
• Aid in compiling earnings documents including Earnings Release and Q&A used for senior management reporting and press releases.
• Support the investor relations area with earning analysis and other ad hoc requests, including 10-K/Q analysis.

Experience and Qualifications

• 4-year degree in Finance or related field, MBA or Graduate Finance or Accounting (CPA) preferred.
• 2 or more years of experience depending on industry.
• Prior budgeting, forecasting, and financial reporting experience with strong understanding of financial statements.
• Experience consolidating financial data in different currencies is a plus.
• SAP and Business Warehouse with advanced knowledge of Excel and Microsoft Office.
• Experience with Tableau and Anaplan software tools is a plus.
• Excellent communication and influencing skills with solid teamwork and collaboration skills and ability to work in a fast paced environment.

A key member of Lenovo's Global Finance Talent Program, the Global Finance Analyst rotates through three 12-month assignments spanning financial analysis, pricing, audit, and Centers of Excellence to build a broad foundation across corporate accounting and finance functions. Collaborating across business groups that support PCs, smartphones, IoT, and smart infrastructure solutions worldwide, this role develops the analytical and leadership capabilities needed to assume key positions within the global organization upon program completion.

Accountabilities

• Rotate through three 12-month rotations within Lenovo finance organizations covering financial analysis, pricing, financial audit, Centers of Excellence, group control, and corporate accounting.
• Provide financial analysis and support to business groups that develop and sell a variety of products and services including PCs, tablets, smartphones, AR/VR, IoT, software, and smart infrastructure solutions.
• Utilize financial and accounting concepts to provide profitability analysis, budget and forecast analysis, expense management, cost management, and basic tax, treasury, and accounting processes.
• Participate and lead group projects within the finance group and cross-functionally through Lenovo Gigs and special initiatives to demonstrate teamwork, leadership, and a continuous improvement mindset.
• Engage in onboarding and training focused on strengthening early professional and financial skills as well as overall business acumen.
• Shadow and engage with finance leadership and gain ongoing exposure to Lenovo's business strategy, key business initiatives, and end-to-end processes.

Education and Experience

• Master's Degree in business, finance, accounting, or related discipline obtained by June 2023 or within the last 12 months prior to start date.
• 6 or more months of corporate working experience in analytics, statistics, accounting, or finance.
• Ability to quickly gather, analyze, and interpret data to draw conclusions, influence others, and drive decision making.
• Strong accountability and ability to work independently while building and utilizing a network of internal resources to accomplish priorities.
• Critical and strategic thinker with the ability to solve complex problems and present innovative solutions.

Accurate revenue recognition and financial transaction integrity across SPHE's order process flow depend on the Global Finance Analyst, who identifies anomalies, resolves pricing discrepancies, and manages customer credit claims as the finance liaison to Production Services, Client Operations, Sales Admin, and Customer Finance. Serving as the point of contact for domestic returns issues and cash application, this role ensures timely and accurate posting of cash, deductions, and credits that support clean financial reporting.

Functions

• Identify anomalies within the order process flow and investigate details of orders captured in exceptions to stop unwarranted financial transactions.
• Work with cross functional teams to troubleshoot customer pricing issues and analyze customer credit claims to ensure submissions are reasonable.
• Review trade spend and price protection claims to ensure submissions are reasonable compared to the respective promotion plan.
• Extrapolate extensive data through queries to validate reporting from customers.
• Manage domestic returns issues with return centers, customers, freight carriers, and other external partners.
• Ensure timely revenue recognition by analyzing and providing resolutions to open order queries.
• Prepare and perform cash application ensuring accurate posting of cash, deductions, and credits in accordance with the customer's check remittance.

Background and Experience

• BS/BA in Finance and/or Accounting.
• Understanding of accounting and financial policies and principles.
• Entertainment knowledge.
• Experience in JDE One World.
• Flexible and able to operate effectively, accurately, and efficiently in a dynamic cross functional team environment.
• Excellent organizational and communication skills, both oral and written, with strong follow-through skills.

As the Global Finance Analyst, this role supports the Global Functions CFO and Senior Leadership team by delivering financial planning and analysis across strategic planning, budgeting, forecasting, and consolidation of Global Functions financials and Infrastructure and Control investments. The Global Functions team relies on this work to produce senior management reviews, executive presentations, and gap analyses that guide investment decisions and productivity optimization across the organization.

Role Responsibilities

• Provide support and insights for regular senior management financial reviews including Monthly or Quarterly Business Reviews, Outlooks, Plan, and MYF.
• Assist in developing compelling executive presentations that recommend fact-based and supported courses of action for decision makers.
• Partner with LFOs to identify and track investments including Infrastructure and Control and opportunities to drive productivity and optimization.
• Provide forward-looking view and proactively engage business leaders in discussion of gap analysis and identified levers to close gaps.
• Recommend process improvements and enhanced analytics and own implementation of work-streams.
• Liaise with Corporate FP&A, Controllers, and Citi FP&A ensuring Global Functions alignment on firm wide deliverables.

Professional Experience

• Undergraduate degree in Finance or Accounting preferred.
• 4 or more years of relevant industry experience, Financial Services experience preferred.
• Exceptional analytical skills with the ability to deliver analyses in a concise and logical manner.
• Strong written and verbal communication skills.
• Strong project management skills and a strong team player.

Global Finance Analyst supports the Portfolio Management function by monitoring client portfolios, preparing Quarterly Management reports, and performing financial modeling and forecasting for various accounts within a large multi-strategy investment firm. The work directly supports Portfolio Managers, Deal Teams, and the technology team by providing reporting automation, ad hoc presentations, and client communications that strengthen investment oversight and portfolio construction.

Day-to-Day Responsibilities

• Assist with monitoring clients' portfolios and ensuring investments meet client investment guidelines.
• Assist with the preparation and review of Quarterly Management reports.
• Perform financial modeling and forecasting for various accounts.
• Develop new reporting tools and work with the technology team to automate portfolio reporting.
• Prepare ad hoc portfolio presentations.
• Participate in monthly and quarterly calls with clients.

Technical Qualifications

• Bachelor's degree or planned completion by May/June 2022.
• 0 - 3 years of experience, with relevant industry exposure in asset management, corporate finance, leveraged finance, or private equity.
• Strong proficiency in Microsoft Excel, PowerPoint, and Word to produce high quality presentations and analysis.
• Excellent communication skills both written and verbal.
• Strong time management, organizational, facilitation, and collaboration skills with exceptional attention to detail.