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


  • 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