Sample finance specialist job description

At [Company X], we’re committed to securing every individual’s immediate and long-term financial goals, including our own. We’re searching for an experienced finance expert to join our team full-time. Individuals in this role will partner with staff to understand and analyze revenue growth drivers and identify areas to improve gross margins. The successful candidate will support long-range planning, annual budgeting, and quarterly forecasting through financial modeling. Over time, you’ll own pipeline analysis and reporting — and handle ad hoc analysis as necessary — 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, you’ll put your expertise to 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 against competitor and industry trends
  • Comply with federal, state, and local financial requirements 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 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

Skills and qualifications

  • Understanding of profit-and-loss (P&L) statements
  • Strong analytical and prioritization skills
  • Excellent financial modeling abilities
  • High degree of personal integrity

Preferred qualifications

  • Experience in analyzing actuals against profit-and-loss (P&L) budgets
  • Collaborative approach to problem-solving
  • Familiarity with accounting software such as QuickBooks
  • Capable of responding to ad hoc requests