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Senior Financial Analyst - Business Planning
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Moody's

Senior Financial Analyst - Business Planning

Onsite Heredia, Costa Rica
Posted 2 hours ago
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Watch this video to learn more about Moody's

Job Details

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. Moody’s is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we’re advancing AI to move from insight to action—enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.

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. 

Skills and Competencies

  • 5+ years of experience in financial planning and analysis, with comprehensive knowledge of the accounting cycle. Familiarity with leases or real estate is preferred. 
  • Excellent verbal & written English skills.

  • Intermediate knowledge of accounting concepts

  • Proficiency in Microsoft Office.

  • Excellent attention to detail; able to validate outputs using other data sources and consistently execute recurring processes without errors.
  • Provides intermediate to advanced support for the execution of business planning processes and preparation of deliverables.
  • Proficient in processing large volumes of data with a focus on accuracy, including the capability to integrate quantitative and qualitative insights to develop conclusions and aid in decision-making.
  • Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency. Interest in exploring AI systems and a willingness to develop awareness of responsible AI practices, including risk management and ethical use.

Education

  • Bachelor Degree in Finance, Accounting, or another quantitative field

Responsibilities

The Senior Financial Analyst role will play a critical role in supporting through all phases of the company’s financial planning, forecasting, and analysis processes, including participation in ad hoc project work. The SFA is responsible for conducting and processing large amounts of financial data on a regular basis to create detailed reports based on the observations and analysis results.

  • Provide support on the analytical, forecasting, month end and variance analysis reporting and Ad Hoc projects based on business needs
  • Deliver driver based presentational outputs for discussion with senior management.
  • Collaborate in the preparation of the monthly reports and variance analysis that will help identify key focus areas for management, in a timely manner with moderate level of guidance from direct manager and/or senior team members
  • Assist with the preparation of various business planning processes and deliverables: forecast, budget, 5 year strategic plan, etc.
  • Assist in inputting forecast and budget projections into Moody’s financial reporting system.
  • Assist in the development of new reporting solutions and identifying key focus areas for management
  • Implement best practices for enhancements to current processes and reporting, including driving the standardization of activities across business planning to harness efficiencies
  • Provide support for the development of financial models to evaluate business scenarios and support strategic initiatives
  • Recommend and implement best practices for enhancements to current processes and reporting, including identifying areas for productivity and driving the standardization of activities across business planning to harness efficiencies
  • Develop and update financial models to assist in strategic initiatives and support critical decisions through financial projections
  • Collaborate in special projects as assigned by Finance management

About the Team

The FP&A Corporate Planning team partners with the Real Estate team to manage all financial reporting and planning activities, including budget and forecast modelling, expense reporting, results storytelling, and variance analysis versus forecast and budget. We work cross-functionally with FP&A, accounting, and Real Estate teams, and our primary stakeholders include senior leadership, including the Heads of Corporate Planning and Real Estate. The Senior Financial Ana

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.

Company Details
Moody's
 New York City, NY, United States
Work at Moody's

Our culture is rooted in belonging. We strive to create a place where everyone feels not only a sense of belonging, but also feels welcome to be... Read more

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