Financial Analysis Advisor Job Description
Financial analysis advisor
provides sound financial analysis and develop financial tools and models to support decision making across the Atkore business.
Financial Analysis Advisor Duties & Responsibilities
To write an effective financial analysis advisor job description, begin by listing detailed duties, responsibilities and expectations. We have included financial analysis advisor job description templates that you can modify and use.
Sample responsibilities for this position include:
Improving – Keep looking at opportunities to improve or enhance business processes and internal systems and implement them
Understand operational drivers surrounding actual results
Ensure meaningful Financial Planning and Financial Outlook Processes highlighting corrective action requirements to contribution margin level
Add hoc series of monthly and quarterly analytics around expenses
Cost account by line of business, product, funding source
Take full responsibility for maintenance and administration of Marketing Assistance Fees and Rebates Programs particularly in terms of their financial accounting & customer reporting implications (understand contract language, quota vs
Work closely with Country and BU teams to ensure complete and accurate annual plan/forecasts are prepared and submitted in accordance with global timelines
Actively participate in agreeing a planning calendar with all parties involved in the planning process
Work with all Managing Directors and Sr
Analyze RUM (revenue, units and margin) sales data by using existing analytical tools
Financial Analysis Advisor Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Financial Analysis Advisor
Typically a job would require a certain level of education.
Employers hiring for the financial analysis advisor job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Accounting, Economics, MBA, Management, Industrial Engineering, Mathematics, Business/Administration, Marketing
Skills for Financial Analysis Advisor
Desired skills for financial analysis advisor include:
Oracle Financials
Financial analysis methods and the ability to recognize financial and accounting implications of business plans and decisions
ARIBA an advantage
HFM/HPT
MS Office Programs
MS Office Professional applications and Experience with D3 and Novora
ARIBA
Ability to learn new software tools quickly
FDM/HPT
Financial analysis methods
Desired experience for financial analysis advisor includes:
4+ years of relevant experience or equivalent combination of education and work experience (Undergraduate degree and 2 to 4 years relevant experience or Graduate degree and 0 to 2 years relevant experience)
Create and manage funding requests
Create and/or enhance processes and systems to pro-actively assess key financial levers, pricing, gross margin, and / or revenue areas
Analyzes global manufacturing and inventory reports to identifying key drivers behind significant variances vs
Project Weekly Sales & AGP vs
Strong Excel & Power Point skills are a must
Financial Analysis Advisor Examples
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Financial Analysis Advisor Job Description
Job Description Example
Our company is searching for experienced candidates for the position of financial analysis advisor. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial analysis advisor
- Establish and maintain effective working relationships with leadership, key stakeholders, and co-workers
- Create and implement reporting metrics to track successes and opportunities
- Prime responsibility will be South Asia Sales support, but other Country support will be required from time to time Projects like driving standardization of Pricing across APJ Global Accounts
- Build and maintain central Finance processes leveraging BPC tool
- Facilitate executive deal reviews to the Segment GM
- Evaluate discount matrix and propose changes communicate it to sales teams
- Contribute to the control environment and adhere to control objectives
- Assisting with revenue forecasting, researching discrepancies between the revenue forecasts and the actuals
- Conducting a series of sales and revenue processes that will be followed and executed on
- Developing, interpreting and implementing financial concepts for financial planning and control, performing technical analysis to determine present and future financial performance, gathering, analyzing and preparing recommendations for financial plans and acquisition activity focused on OPEX
Qualifications for financial analysis advisor
- Bachelor degree in a related field (Business, CS, IS, MIS)
- Must be a team player with excellent communication and analytical skills, and an ability to work closely with users, management, and Oracle Support
- Must demonstrate customer focus (internal and external)
- Must be proficient in Microsoft Excel, PowerPoint, Office, Visio
- Must possess strong business acumen and work well in a team setting
- Strong communication/interpersonal skills a must (verbal, written and presentations)
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Financial Analysis Advisor Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of financial analysis advisor. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial analysis advisor
- Executes strategic initiatives, process improvements and monthly closes support of ad-hoc financial analysis and reporting
- Work with team lead on freight controllership for North America
- Primary responsibilities will be driving best in class pricing support for the region/countries assigned, including pricing guidance & deal structure support and timely pricing reviews
- Generate departmental financial performance reports
- Business partnering with departments managers for variance analysis
- Generate business analytics and consolidated financial reports
- Coordinate in their assigned areas, the development of forecasts, budgets and long range plan projections of Centralized Services Costs and their allocations to business units
- Review the allocation methodologies in use on an enterprise-wide basis to ensure that holistically the processes are logical and do not result in any excess or shortfalls to any business units
- Collaborate with Centralized Services groups in driving a disciplined analysis of financial results and prepare reports with actuals to budget variances for presentation to senior management
- Support other ad-hoc enquiries as needed
Qualifications for financial analysis advisor
- A strong background in forecasting and variance analysis is desirable since the position will require analyzing results & making recommendations to the management team insuring the integrity of the data
- The successful candidate should be able to deal with ambiguity, handle multiple priorities, and make decisions based on
- Support the Commodities P&L Controller to prepare, analyze and publish global commodity P&L (by commodities & regions) on monthly basis
- Solid knowledge of other MS Office Professional applications (Access, Outlook, PowerPoint, ..) and Experience with D3 and Novora preferred
- Perseverance, teamwork, and ability to perform day-to-day activities with minimum supervision
- RUM experience a plus
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Financial Analysis Advisor Job Description
Job Description Example
Our growing company is hiring for a financial analysis advisor. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial analysis advisor
- Go-to person for projects and complex analytics, with critical insights into business trends that are routinely shared with senior leadership
- Work to improve data collection, preparation and analysis processes
- Developing the General Rate Case (GRC) revenue requirement and related analyses, revenue requirements for non-GRC regulatory filings and supporting these calculations before the CPUC Leading or assisting in the management and development of the Operations and Maintenance (O&M) and capital work papers for the GRC Application
- Supporting utility finance and regulations
- Supporting utility ratemaking processes including experience in preparing and supporting regulatory filings – specifically General Rate Cases
- Short and long-term financial modeling in Microsoft Excel and Utilities International (UI) Planner
- Preparing, revising, and facilitating presentations in support of management communications, including the ability to communicate financial information clearly and effectively while ensuring timely delivery of inputs and validation of assumptions NPV, IRR, discounted cash flow and other valuation analyses
- Maintain / develop and implement systems for reporting operating and capital project costs
- Responsible for the gathering, preparation and loading of budgets monthly and long range forecasts for various Power assets
- Prepares the financial Strategic Plan and Budget
Qualifications for financial analysis advisor
- Established excellence in Excel is a must, strong PowerPoint skills preferred
- Must be a problem solver, self-starter, and possess sense of urgency
- Sales compensation experience preferred
- A background in Pricing is preferred, or at a minimum demonstration of mastery in analyzing complex transactions either in a Finance or Operations capacity
- Self-sufficient in with analytical approaches and tools, , intermediate level Excel
- Prerequisite Degree in Business Studies or Finance or a related professional qualification
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Financial Analysis Advisor Job Description
Job Description Example
Our company is growing rapidly and is hiring for a financial analysis advisor. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial analysis advisor
- Plan non HC related Opex$ which helps driving sales productivity improvement, avoid attrition etc
- HC/Opex Management
- Manage HC within give budget at SBU level, giving guidance to sales leaders on hiring / reporting for control
- Provide T&E budget to sales leaders and monitor the expense actual to control within the budget
- Track the tenure adjusted productivity improvement and draw insights to take action where needed
- Consult with Sales / Sales Admin for Cost Center and Accounts used for each expense
- Control over APJ expansion countries Opex - Forecasting, Outlooking and Close process
- Perform monthly close analysis of actual to forecast and outlook
- Run The Business (RTB) Support
- Support to drive execution of the sales cadence and business operations, weekly / quarterly outlook ensuring we meet financial commitments
Qualifications for financial analysis advisor
- Excellent PC skills including Excel and PowerPoint required and familiarity with D3/EBI a plus
- Should excel in driving strategy, command skills, dealing with ambiguity, customer focus and drive for results
- Prepare financial presentation slides and memos for Board and executive management review
- Ability to identify and execute process improvements
- Minimum 3+ years’ experience in finance / FP&A with Opex management knowledge
- Previous experience in planning or analysis is a benefit, CPA or MBA preferred but not required
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Financial Analysis Advisor Job Description
Job Description Example
Our growing company is hiring for a financial analysis advisor. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial analysis advisor
- Responsible for providing recommendations and conclusions based on analysis of data with some direction
- Support and conduct continuous improvement activities including Lean Six Sigma training
- Advanced experience with Excel (pivot tables, v-lookup, multiple embedded formulas) and SAP/JDEdwards/AS400 experience preferred
- Proven leadership and management experience, ideally in a turnaround situation
- Expert proficiency with Excel & Access
- Related University Degree with a Professional Accounting Designation or equivalent
Qualifications for financial analysis advisor
- Work closely with Segment FP&A teams, Corporate team, Sales Operations and Product Group
- Provide ad hoc analytics as required in non forecast period
- Must be proficient in Microsoft Excel, PowerPoint, Office
- Deliver on commitments in a timely manner
- Ability to adapt to a dynamic business environment and challenge status quo
- Strong understanding of standard costing