Analyst, Financial Job Description
Analyst, financial
provides training to various departments on PeopleSoft financials, query, reporting, Excel spreadsheets and other items as requested.
Analyst, Financial Duties & Responsibilities
To write an effective analyst, financial job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst, financial job description templates that you can modify and use.
Sample responsibilities for this position include:
Review and respond to inquires sent to Accounting Reports Center, the call center mailbox which gathers financial inquiries from throughout the organization
Collaborates with multiple finance & accounting departments in researching and expediting discrepancies ad sales activity
Assists multiple finance & accounting departments to ensure deadlines are met and client issues are communicated
Prepares and parks journal entries to the SAP general ledger system including creation of supporting schedules
Work directly with Forecasting and Accounting teams to develop detailed monthly forecasts and annual budgets
Assist Golf Now department leads with all accounting and finance related issues
Create and update Monthly Operating Reports to meet the reporting requirements of specific business groups within the company
Develop and enhance report templates using internal reporting tools in support of the company’s management reporting function
Prepare and run distribution process for automated financial reports, ensuring they are in accordance with Company policy and other applicable parameters
Maintain and verify changes to the management reports distribution list
Analyst, Financial Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Analyst, Financial
List any licenses or certifications required by the position: CPA, CMA, MBA, SOX, PMP, MRPT, CFA, CLASP, GBSC, ACCA
Education for Analyst, Financial
Typically a job would require a certain level of education.
Employers hiring for the analyst, financial job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, Economics, Business/Administration, Education, MBA, Graduate, Finance/Accounting, Engineering
Skills for Analyst, Financial
Desired skills for analyst, financial include:
Excel
Departmental systems and procedures
Federal and industrial standards and regulations
Various state
SQL
SAP
Microsoft Excel
Accounting
Appropriate Standard Industrial Classification and other methods
Microsoft Office
Desired experience for analyst, financial includes:
Minimum 1 year of work experience, preferably in a Finance related field
Knowledge of business desktop applications (MS Outlook, Word, PowerPoint)
Working knowledge of financial systems (such as PeopleSoft Financials)
Ability to hear and speak to employees/management and outside business associates on the phone and in person
Perform analysis to explain budget to actual and actual to actual variance amounts
Participate in assignments and special projects within the group as required
Analyst, Financial Examples
1
Analyst, Financial Job Description
Job Description Example
Our company is looking for an analyst, financial. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analyst, financial
- Assist in preparing budgets, forecasts, pacing and long range forecasts
- Responsible for SG&A costs including ownership of Marketing budget
- Assist in the quarterly close process for Sports, NFL and NBCSN
- Process and track invoices for payment
- Prepare journal entries and quarterly account reconciliations
- Manage international revenue
- Ad hoc variance analysis and projects
- Performs a variety of financial analytical tasks including the research of variances in budget and forecast
- Prepare monthly financial and statistical reports, develop reporting enhancements to improve the quality of data
- Prepares basic and standard analysis and reports on a daily, weekly, or monthly basis
Qualifications for analyst, financial
- Entertainment industry experience, preferably in the area of Barter or Digital/Online Advertising or Television syndication, a plus
- Knowledge of general ledger, accounts receivable and account analysis required
- Minimum four years’ experience performing the majority of the duties listed above
- Must be able to work with members of TV Senior Management
- 4 year degree (BA, BS) from an accredited college or university, preferably in Finance/Accounting/Business Administration
- Assist in developing the division’s financial reports
2
Analyst, Financial Job Description
Job Description Example
Our growing company is looking for an analyst, financial. 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 analyst, financial
- Tracking financial status by monitoring variances from plan
- Determining financial status by comparing and analyzing plans and forecasts with actual results
- Investigating variances to expected results and provides explanations
- Providing information to management by assembling and summarizing data
- Increaseing productivity by developing automated applications
- Oversight of Fixed Income financials and performance analytics
- Contribute to the Budget, Forecast and Strategic Plan process across Fixed Income globally
- Compilation of weekly ExB materials for co-head of the Investment Bank
- Interact and provide guidance to FID CFO’s/COO’s
- Regional reviews of financial performance, with particular attention to the Americas region
Qualifications for analyst, financial
- Experience in cash flow modeling
- Minimum of four years proven financial and/or business analysis experience, or equivalent
- Contribute to FID’s completion of firm-wide projects such as CCAR, Volcker
- Assist in month-end review of direct expenses to ensure properly booked, including accrual review
- Identify / Propose expense savings ideas across the Fixed Income platform
- Provide financial support to various projects / benchmarking studies within Fixed Income
3
Analyst, Financial Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of analyst, financial. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analyst, financial
- Seasonal report set-up and maintenance 10%
- Develop and prepare regular reporting (daily, weekly, monthly, quarterly, ad hoc) to support the effort to effectively monitor portfolio performance relative to expectations at acquisition
- Provide analytical support to other areas within fund management, including investor reporting, pricing, hedging, research, and counterparty management
- Review trends in performance, and identify areas where fund performance can be positively influenced
- Recommend and facilitate analytical and operational process improvements
- Keep track of and consolidate quarterly supplemental reporting package submissions from all affiliates
- Run the validations summary of all affiliates for key financial measures and relationships and identify any items that require follow up
- Prepare revenue elimination entries and other recurring corporate consolidation journal entries in HFM
- Oversee and manage junior team members and ensure a quality work product
- Help oversee and train the gathering of any data pertinent to the engagement through direct client interaction and client site visits
Qualifications for analyst, financial
- An interest/passion for the sports business is preferred
- An outgoing personality is necessary to successfully interact with other departments
- Must be available for overtime when necessary
- Hyperion Smartview proficiency also required
- Independent self-starter, excellent communication skills
- BS in Marketing or Finance with 3-5 years of experience
4
Analyst, Financial Job Description
Job Description Example
Our company is hiring for an analyst, financial. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analyst, financial
- Ensure that payroll postings are applied correctly to general ledger to provide accurate general ledger balances, eliminating research and correcting journal entries
- Prepare and present financial proformas on new, remodel and relocation stores to guide investment decisions
- Partner with Store Design and Construction in the development of forecasted capital spends
- Develop, implement and maintain sales projection models for new, remodel and relocation stores
- Provide management with on-going reporting on sales and profitability for new, remodel and relocation stores
- Complete competitor and cannibalization impact analysis
- Complete annual post audits of all Real Estate activity to better understand drivers of success
- Provide ongoing analysis of existing stores metrics
- Partner in annual Real Estate Portfolio and Market Analysis to guide 5 year strategic planning process
- Partner in the development and feasibility of new store formats
Qualifications for analyst, financial
- Prior experience with BPC a plus
- High integrity individual and exceptional team player
- Comfortable interacting with individuals of all levels
- Ability to independently manage workload with regard to prioritization and time
- Ability to handle and prioritize among multiple projects and deliverables simultaneously
- Interest in the entertainment industry a plus
5
Analyst, Financial Job Description
Job Description Example
Our growing company is hiring for an analyst, financial. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for analyst, financial
- Help the Whole Loan Acquisition team with ongoing projects
- Help the Servicing Acquisition team with ongoing projects
- Applies fundamental fiscal concepts, prepares written and oral budgetary recommendations for implementation in department budgets
- Prepares short and long range projections utilizing economic forecasting and financial analytic techniques to assess the impact of budget changes
- Utilizes current organization-wide and/or department specific software to complete assignments
- Review, tracking and analysis of vendor invoices
- Fiserv and LA Pro System specification monitoring
- Fiserv, FDR and LA Pro System ADHOC reporting
- Review schedule of general ledger accounts
- Participate and assist in monthly close, including variance report analysis
Qualifications for analyst, financial
- Experience with the payroll practices, procedures, and functions within an overall organization of more than 10,000 employees is a plus
- The ability to analyze, interpret and present complex data is required
- Must possess strong communication skills and be able to express ideas clearly and concisely, verbally and in writing
- Strong organizational and project management skills with the ability to multi-task while under pressure are required
- Must possess effective work skills, demonstrating flexibility, initiative, and sound judgment while working in a team environment
- Ability to make accurate calculations required