Analyst, Financial Analysis Job Description
Analyst, Financial Analysis Duties & Responsibilities
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Analyst, Financial Analysis Qualifications
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Licensing or Certifications for Analyst, Financial Analysis
List any licenses or certifications required by the position: CPA, CMA, MBA, CFA, ACE, CIMA, ACCA, CCE
Education for Analyst, Financial Analysis
Typically a job would require a certain level of education.
Employers hiring for the analyst, financial analysis 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, Economics, Business, MBA, Business/Administration, Education, Financial Analysis, Management, Mathematics
Skills for Analyst, Financial Analysis
Desired skills for analyst, financial analysis include:
Desired experience for analyst, financial analysis includes:
Analyst, Financial Analysis Examples
Analyst, Financial Analysis Job Description
- Budgeting and forecasting for multiple large functional business areas of the organization working closely with the business heads of these areas
- Identifying and understanding key business drivers for both short-term and long-term helping to formulate strategies and plans
- Monthly meetings with business partners reviewing monthly financials ensuring key themes and issues are highlighted
- Ensuring key issues that require action are highlighted to senior finance management
- Developing and presenting value added analyses in quality presentation decks with the ability to explain information with the goal of analytical insight for effective decision-making in an organized and confident manner to senior management
- Consulting and advising as a subject matter expert with business partners and peers
- Providing data and performing due diligence for month-end close
- Prepare business case analyses for capital planning projects, working closely with stakeholders including lead planners/merchants, store operations, store planning & design, logistics and information services teams
- Assess projected and historical investment returns, such IRR, ROI and ROE
- Analyze retail investment data and translate findings into meaningful insights, integrating relevant business knowledge and learning from other projects
- Problem Solving and Innovation / Creative Thinking
- Experience with Hyperion or similar budgeting/forecasting software a plus
- Use of strong written and verbal communication skills
- Ability to present information to associates and management in a professional manner
- Minimum cumulative GPA of 3.4, Upper 2nd Class Honors or equivalent
- Prefer 2-3 years experience as Financial Analyst or similar role
Analyst, Financial Analysis Job Description
- Aim to create an annual process that is more streamlined and efficient
- Operates independently and as a team member
- Responsible for direct interaction with key governance committees
- Support OPC and periodic forecast processes
- Ensure financial planning process communications and adherence
- Partner with finance and business colleagues to ensure that financial plans are connected and synchronized
- Evaluate opportunities to continuously improve and simplify global OPC and forecasting processesTrend and forward looking analysis
- Analyze trends and patterns within the businesses to improve forecasting and decision support processes
- Support financial business partners with analytic information needs and related analysis
- Assist with special projects, ad-hoc analysis
- Preferably, some experience with MS Access, and statistical analysis, and multidimensional cube reporting (Essbase, HFM, Outlooksoft)
- Solid financial statement analysis and valuation experience
- Ability to work in an entrepreneurial, collegial environment
- Experience in investment banking, transaction advisory, consulting or financial services role
- Written and verbal communication skills with the ability to work effectively as a team player
- Understands client needs and provide superior service
Analyst, Financial Analysis Job Description
- Develop and maintain financial procedures
- Work with IT-BI on analytic needs
- Work with IT-Finance on technology enabled process improvements
- Provide analyses and recommendations in budgeting and forecasting for cost center leaders
- Report financial status by preparing and analyzing financial plans, forecasts, and actual results
- Coordinate, consolidate and analyze results of Cost Centers
- Analyze results and business trends versus relevant internal and external comparisons
- Assist with coordination and implementation of the planning process and interim forecasts
- Conduct key analyses and risk assessments of forecast submissions
- Track and communicate major trends and changes to expectations
- Successful candidate must possess strong communication, organizational, and technology skills
- Experience with HFM, Hyperion Planning and / or SAP tools preferred
- People leadership experience and project management experience is preferred
- Must have the ability to effectively take on leadership roles within a cross-functional team
- Experience in financial analysis, including P&L, balance sheet, cash flow, valuation models is required
- A proven track record of effective written and oral communication skills and interpersonal skills along with the ability to multi-task, working across multiple time-zones, businesses and cultures is required
Analyst, Financial Analysis Job Description
- Track daily changes to revenue and proactively work with the business to maximize financial results
- Gather data from financial databases and business teams to create monthly and annual revenue and expense projections
- Respond to ad-hoc requests as assigned on a daily basis
- Assist with the annual budgeting processes, including data collection and analysis
- Highly motivated with a consultant mentality, able to work late during peak times
- Support operation’s finance and non-finance leaders in fielding any requests
- Empowered to lead special projects to improve reporting, analytical tools and internal processes to enhance management decision process
- Develop daily/weekly/monthly reporting, operations review, and various management presentations
- Perform ad hoc business case analysis, including creation of financial models and trending analyses
- Lead in responding to Treasury Audit requirements/requests
- Must have the ability to recommend and implement process improvements, work independently and handle multiple tasks simultaneously, work well in a dynamic environment, think creatively and work in a team environment are all required
- Excellent analytical, conceptual, communication and interpersonal skills is also required
- A successful track record for business results is a must
- This position is located in Wayne, PA and may require up to 5% travel.Finance
- Able to perform quantitative analysis using appropriate analytical tools
- Advanced degree in business or finance preferred
Analyst, Financial Analysis Job Description
- Responsible for the ongoing maintenance of the SunGard XE treasury workstation
- Foreign Exchange Rates – Track foreign exchange rates daily
- Train others within the team on technical skills
- Work closely with the Director to assist with, and track key metrics including assessing revenue achievement against full year targets
- Develop and maintain financial models in support of the preparation, review and submission of quarterly reforecast and annual budget
- Assist manager in completion of annual operating plan and monthly forecast processes
- Prepares Budget and Latest Estimates for Handling and Distribution Costs, and performs monthly performance analysis on actual results vs
- Monthly performance analysis of H&D costs vs
- Support the design and implementation of the BU Strategy, including but not limited to
- Monthly Forecast of Orders, Sales and EBIT
- Excellent PC skills including database, Excel, Microsoft Word and Outlook, the ability to quickly learn internal database systems
- One to five years in finance and/or accounting
- Bachelor’s Degree (BS, BA, ) in Business / Accounting related degree required
- Advanced knowledge in MS Access, MS Excel and SQL Server with application experience
- Moderate work schedule – Position regularly works additional hours during the week or on weekends and evenings
- Strong knowledge of Financial Systems, including experience with Hyperion HFM and SAP