Finance Professionals Job Description Template

To find the right finance professional for your organization, the job description should tell candidates a bit about your organization’s values and culture. The language should be simple, and the message concise. Let candidates know how their work will influence the immediate and continued success of the organization.

Bulleted lists of objectives, responsibilities, and qualifications should paint an accurate picture of expectations for the role. Take time to review the items thoroughly, removing any that aren’t crucial. Keep these lists to a maximum of six bullets each.

Sample finance professional job description

At [Company X], we’re committed to securing every client’s immediate and long-term financial goals, as well as our own. We’re searching for an experienced finance expert to join our team full-time. This person will partner with other staff to understand and analyze revenue growth drivers and identify areas for improving gross margins. The successful candidate will support long-range planning, annual budgeting, and quarterly forecasting through financial modeling. Over time, the finance professional will own pipeline analysis and reporting — and handle ad hoc analysis, when needed — to ensure that our business is in line with revenue plans and to aid in executive decision-making. As a member of the finance team, this professional will work in a highly collaborative, fast-paced, and dynamic environment.

Objectives of this role

Work with account directors to manage growth, profitability, and delivery forecasts across accounts
Interpret, develop, implement, and monitor all accounting policies, processes, and procedures
Pursue new metrics that drive business performance while remaining in line with strategic priorities and minimizing risk
Prepare and publish monthly financial reports to ensure that costs are controlled and profit targets are met
Execute accurate reporting, make financial recommendations, and provide insight into business performance compared with competitor and industry trends
Comply with national and local financial regulations by studying existing and emerging legislation

Responsibilities

Perform project-specific financial and risk analysis — with significant emphasis on planning — that includes input from the operations team
Collaborate with management to proactively identify business patterns through quantitative data analysis
Manage accounting procedures, including profit-and-loss (P&L) activity, balance sheet activity, and accounts receivable compliance with GAAP standards
Ensure alignment and communication across divisions, including variance reporting, budget risks and opportunities, timing, and spend calendarization
Provide insight on spending trends, cost-saving initiatives, and margin opportunities

Required skills and qualifications

Expertise in P&L statements
Collaborative approach to problem-solving
Strong analytical and prioritization skills
Proven high degree of professional integrity

Preferred skills and qualifications

Excellent financial modeling abilities
Familiarity with accounting software such as QuickBooks