Senior Financial Analyst

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. 

If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. 

The Role

The Senior Financial Analyst (SFA) - Financial Planning & Analysis (FP&A) is responsible to provide support to the Insurance and Buyside operating units (OU) within Moody’s Analytics (MA) through all phases of the financial planning and analysis processes, including business partnering and working on cross-functional projects. The SFA is a meticulous and strategically-oriented member of the Finance team in charge of performing a variety of financial activities, including planning, analysis, budgeting, and reporting for sales and revenue. The SFA should also have strong analytical, organizational, and problem-solving skills and be able to present financial information and models in a concise and easily comprehensible manner.

Key Responsibilities Include:

Support the execution of FP&A processes, projects, and ad-hoc requests as required by the Finance organization by embracing the following responsibilities:

Prepare sales and revenue (top-line) month- and quarter-end dashboard reporting and variance analysis based on agreed upon deliverable timelines, including the use of Key Performance Indicators (KPIs) and thorough research of historical data and trends that offer valuable insights and key focus areas for senior management; identify and help lead reporting adjustments to Moody’s financial reporting systems

Support monthly analysis of annual recurring revenue run-rate based on sales performance, highlighting contract level trends and impact on fiscal year projections

Provide intermediate support for the annual budget and quarterly forecast projections, as well the annual strategic plan analysis.

Lead monthly pipeline review meetings with senior sales organization contacts to update and refine quarterly sales / revenue forecasts.

"Look around corners" and raise urgent and important sales / revenue-related issues to the Insurance FP&A team.

Deliver driver-based presentational outputs for discussion with senior management.

Support Software-as-a-Service (SaaS) P&L analysis and external disclosure needs.

Provide support on the development of new reporting solutions and identifying key focus areas for management.

Recommend and support best practice implementation and / or enhancements to current processes and reporting, including process efficiency and standardization of activities across the FP&A team.

Develop and update financial models to assist in central initiatives and support critical business decisions through financial projections and important metrics.

Provide informal guidance or on the job training to other team members.

Collaborate and support execution of special projects as jointly agreed with the Insurance OU, MA business and / or Finance management.

Partner with the local, regional, and global business, sales organization and Finance contacts, and communicate effectively to foster strong working relationships with the the broader Moody’s organization.

Experience/Qualifications:

• Bachelor’s degree in Finance or related field with 3-5 years relevant experience in FP&A processes and modelling, or equivalent; experience in Software/SaaS industry, business intelligence tools, data science, and / or post-graduate qualification in Finance, Accounting, Statistics, or other quantitative field (e.g., MBA, CPA/CA, CIMA, ACCA) is a plus
• Top-line reporting experience strongly preferred
• Experience in working closely with multidimensional reporting applications (e.g., Hyperion Planning and Essbase, Salesforce, Adaptive, OneStream), Microsoft Office 365, Excel, financial modelling, and database management skills, as well as intermediate knowledge of U.S. GAAP accounting concepting, including ASC 606
• Demonstrated experience in using Microsoft Excel to perform financial analysis, including data manipulation, advanced formulas, and pivot tables, to drive accurate and insightful decision-making processes
• Exposure to multidimensional reporting applications is beneficial (e.g. Hyperion Planning and Essbase)
• Detail and data quality-oriented, with strong capability of effectively summarizing and communicating findings / analysis into relevant, impactful narratives to senior management
• Excellent verbal & written English language communication skills
• Proven ability to build relationships and establish credibility with diverse audiences, including senior management
• Independent worker with cross-functional orientation, with the ability to optimally multi-task and be comfortable in a fast-paced, high growth, and dynamic setting
• Analytical decision-making, and problem-solving skills

Key Competencies:

Desire to exercise high-level, problem-solving skills and address new challenges

Excellent attention to detail, able to work with large amounts of data, cross-check outputs with other data sources, including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision making, and complete recurring processes accurately

Proactive and ensures alignment with business requirements and management expectations

Able to work both independently and as a member of a team by interacting and collaborating with members of other teams across the organization

Demonstrates flexibility, acceptance, and understanding of the variability in the time commitment, deadlines, and meeting attendance required for successful execution of the role

Proactive in sharing knowledge of both business and market performance to guide and assist team members and senior management

Applies knowledge and intermediate problem-solving techniques to define and resolve problems

Highly motivated, with a change agent mentality and ability to provide intermediate / advanced support to the business planning processes and deliverables

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.

Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody’s Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.