FIN Analyst Job Description
FIN analyst
provides system subject matter expertise and utilizes EDW, CSG, Excel, Pivot Tables, Khalik programs for database management reporting.
FIN Analyst Duties & Responsibilities
To write an effective FIN analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included FIN analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Test model documentation for adherence to internal and regulatory standards, provide feedback to developers through model reviews prior to independent validation
Manage and monitor progress of model development pipeline
Manage regulatory, risk, compliance and audit requests including exams, audits, RCSA
Regularly prepare senior management reports and executive governance committee presenations
Facilitate independent model validation and annual model review processes including post-validation maintenance.Qualifications
Forecasting, planning, reporting and analysis for business units
Help drive the creation and adoption of global standardized headcount and contractor reporting
Work with multiple teams within the organization to facilitate & drive continuous improvements
Coordinate ad hoc reporting and analysis as needed
Actively participate in projects and lead at times
FIN Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for FIN Analyst
List any licenses or certifications required by the position: CPA, CFA, PMP, MBA, ACA, CA, LSS, WHT, CCS, CCP
Education for FIN Analyst
Typically a job would require a certain level of education.
Employers hiring for the FIN analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Business, Communication, English, Engineering, Management, Finance/Accounting, Business/Administration, Economics
Skills for FIN Analyst
Desired skills for FIN analyst include:
InSight
Earned Value Management
Model performance measures
Assessing and communicating their potential impact on the business
Current customer
ELedger tools
Financial instruments and financial risk management principles
Microsoft Excel
Pivot tables
PowerPoint and Word
Desired experience for FIN analyst includes:
Our future colleague ensures that requests are submitted in line with procedure(s) and authorization policy in place and within deadline
Actively participates in the resolution of vendors and business’ queries with high quality
Responsible for Invoice resolution, posting, vendor reconciliation, ensuring and/ or arranging payments
Handles suppliers’ calls
Ensures that related controls are completed with adherence to the policy and other guidelines in place
Ensures that period end activities are performed as per schedule set by the client
FIN Analyst Examples
1
FIN Analyst Job Description
Job Description Example
Our company is hiring for a FIN analyst. 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 FIN analyst
- Understand key revenue and expense drivers and work with business management to optimize Liaise with counterparts in the Client Businesses and Investments teams to identify and support trends in AUM, flows, revenues, client wins / losses, and market outlook / performance
- Heavy involvement in the production of monthly and quarterly legal entity level reporting
- Ensure that appropriate and required documentation in support of key processes and controls are maintained
- Work with team to manage and support all phases of the expense financial planning process including consolidations
- Create monthly expense reports/ P&Ls and provide variance analysis for management review
- Review monthly expenses to ensure that expenses are booked correctly and work with the accounting team to make any necessary reclassification
- Develop annual budgets, quarterly forecasts, and 3-year strategic plans in conjunction with managers in company’s analytics and enter the numbers into company’s planning system
- Responsible for consolidating financials, headcount reporting, and compensation analysis
- Work on ad-hoc projects and analysis as it relates to the global business real estate portfolio
- Track financial status by monitoring variances from plan, forecast, and target
Qualifications for FIN analyst
- Improve financial status by analyzing results and variances
- Provide information to management by assembling and summarizing data
- Research and analyze past financial statements and performance to project future financial information and inform strategic investment decision
- Develop financial analytics and valuation analysis specific to global real estate portfolio
- Assisting in the management and execution of due diligence processes
- Undergraduate degree in Finance, Accounting, or Economics, with 6-10 years’ experiences a plus
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FIN Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of FIN analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for FIN analyst
- Proven ability to multi-task, work under pressure, and meet tight deadlines
- Financial modeling experience and understanding of financial statements
- Experience with real estate financial analytics preferred
- Prepare balance sheet and income statement variance analysis
- Liaise with fund accountants and external and internal administrators to resolve variances in AUM, advisory administrative fees, and waivers
- Drive competitive intelligence (CI) information gathering efforts from primary and secondary sources and assess accuracy, validity and materiality as they relate to the financial services industry
- Ongoing monitoring of developments within the overall competitive environment
- Help create processes and tools to collect and disseminate intelligence
- Discovery, consolidation and communication of key trends, opportunities, threats and implications related to the financial services industry
- Help generate and disseminate actionable intelligence to senior leadership and support a broad range of efforts, including financial advisor compensation and client pricing
Qualifications for FIN analyst
- Thorough knowledge of internal controls as they relate to the accounting operations of a publicly traded entity
- Ability to work with large volumes of data and maintain high levels of accuracy
- Self-motivated team player with excellent attention to detail
- Ability to focus and prioritize work effectively
- Degree in Finance or equivalent in business experience
- Banking or Customer Service experience
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FIN Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of FIN analyst. 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 FIN analyst
- Determine knowledge gaps and develop plans for addressing
- Develop and provide actionable solutions and recommendations
- Develop a solid overview of global tax payroll processes within the Payroll department, advice, adjust and implement process streamlining and/or change within business process management to better harmonize resources to the benefit of the organization
- Contributing performer, using knowledge of finance and experience gained from previous positions to support finance processes utilizing analysis techniques
- Identify relevant product-related data, provides feedback, and influences decisions
- Supplier Expedited Payment approvals
- Presentations and training to various purchasing organizations
- Provide daily support to users throughout the U.S. and Canada for ERT AP, Imaging AP, ACT UserId Review and the AP Datawarehouse
- Monitor and respond to issues sent to the SPA box for the above and process iDm requests regarding access to these applications
- Provide data extracts as needed by tax auditors, tax team, Business Process Control (BPC) and PBC users that are not available through the standard reporting tools
Qualifications for FIN analyst
- Thorough knowledge of accounting flow from sub-ledger (AR/AP) to General ledger
- Process analysis and improvement opportunity identification and its implementation
- Support process transformation and standardization
- Build up robust risk assessment/management capability
- Other on demand support
- University graduate or above, finance & accounting background
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FIN Analyst Job Description
Job Description Example
Our innovative and growing company is looking for a FIN analyst. 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 FIN analyst
- Ensure timely and accurate filing of U.S. state and local income tax returns, including quarterly estimates
- Prepare and review U.S. state and local income tax returns, state modification calculations, state apportionment calculations, and calculation and documentation of state credits
- Enthusiastically work with New York state and local tax team and interface as needed to accomplish tasks
- Conduct research and provide supporting documentation on various U.S. state and local tax matters
- Development of models to forecast consequences of various tax positions and situations
- Manage non-core bank relationships in Latin America and serve as single point of contact for any issues and inquiries regarding these non-core bank relationships
- Respond to Know-Your-Customer inquiries from non-core banks in Latin America and coordinate documentation required with tax and legal
- Actively manage and track non-core bank account signers in Latin America, including coordination of required legal and bank documentation for signer updates, obtaining bank confirmations for annual signatory audit, maintenance of signatory database
- Manage the opening of non-core bank accounts as needed
- Collaborate with the Global Controllers Organization, Sales and other parties to retrieve and cancel legacy non-core bank guarantees
Qualifications for FIN analyst
- Ability to professionally challenge the status quo in a non-confrontational manner
- Bachelor’s degree in Business, Finance, IT, HR or other relevant discipline required
- 2+ years experience with data and analytics
- A fundamental understanding of the HON Legal Entity Structure
- Excel & Data expert with the ability to troubleshoot as required
- Ability to communicate effectively to a broad range of technical and non-technical audiences
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FIN Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of FIN analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for FIN analyst
- Serve as the primary system administrator for non-core banking systems in Latin America ensuring the prompt removal of terminated employees
- Manage non-core bank relationships in Asia-Pacific and serve as single point of contact for any issues and inquiries regarding these non-core bank relationships
- Respond to Know-Your-Customer inquiries from non-core banks in Asia-Pacific and coordinate documentation required with tax and legal
- Actively manage and track non-core bank account signers in Asia-Pacific, including coordination of required legal and bank documentation for signer updates, obtaining bank confirmations for annual signatory audit, maintenance of signatory database
- Provide quarterly reports of outstanding credit lines and guarantees for non-core banks in Asia-Pacific
- Serve as the primary system administrator for non-core banking systems in Asia-Pacific ensuring the prompt removal of terminated employees
- Builds relationship with sales and sales leaders in order to establish joint business plans on assigned territory, to increase the share of LMS and facilitate engagement progress
- Identifies and qualifies Customers and/or Partners for assigned territory where compliance needs to be assessed and ensured
- Establishes engagement strategy on qualified accounts with sales
- Perform annual risk assessment and scoping as it relates to SOX, Anti-Corruption and other compliance programs
Qualifications for FIN analyst
- Program management experience, PMP certification is a preferred
- Can analyze data and draw conclusions
- Organized, capable of evaluating needs and prioritizing based on business impact or urgency
- Proficient with General Ledger, Fixed Assets, Accounts Payable, Accounts Receivable, Purchasing, Internet Expenses, Oracle Inventory, EAM, Bill of Materials ("BOM"), WIP, iProcurement, iSupplier modules of Oracle Financials Applications with functional and technical understanding
- Proficient in use of Oracle Workflow, OAF, Oracle PL/SQL, XML Publisher, UNIX Shell Scripting, Application Object Library ("AOL"), Concurrent Programs setup and scheduling, Oracle J-Developer, Oracle Reports 10g, Oracle Forms 10g
- Enter and apply all global cash receipts and investigate/resolve unidentified and unapplied cash receipts