Financial Job Description
Financial
provides tailor-made financial advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions.
Financial Duties & Responsibilities
To write an effective financial job description, begin by listing detailed duties, responsibilities and expectations. We have included financial job description templates that you can modify and use.
Sample responsibilities for this position include:
Create and update presentations and management reporting using Microsoft tools (excel and PowerPoint)
FHLB letter of credit origination
5 Year Forecast Reports - Integrate and reconcile data from various accounting systems, Excel files, and forecasting tools such as Argus after consultation with leasing agents, property managers, and project accountants
Review and prepare monthly premium reports and program data reports to support the client financial statements
Perform quarterly variance analysis of the client financial statements
Prepare presentations on financial and operational results and develop forecasts for presentation to division management and executive teams, , to the client and carrier
Compile and analyze financial information to determine present and future performance
Perform financial transactions and reconciliations
Analyze account-level data to ensure accuracy of customer data
Review accounting processes to ensure controls are in place and are being adhered to
Financial Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial
List any licenses or certifications required by the position: CPA, CMA, MBA, CFA, SOX, ACCA, FRM, GAAP, US, CIMA
Education for Financial
Typically a job would require a certain level of education.
Employers hiring for the financial 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, Education, Economics, Business, Business/Administration, MBA, Department of Education, Engineering, Graduate
Skills for Financial
Desired skills for financial include:
Financial services industry
Products and solutions
Clients’ financial life priorities and connect them to our solutions that meet their financial goals
Clients’ financial life priorities and connect them to Bank of America solutions that meet their financial goals
Excel
Comply with Bank and industry codes of conduct and with securities laws and regulations
Investment products and services
Banking products and services
Credit
Cash management
Desired experience for financial includes:
Develop and enhance financial documentation
Provide ad-hoc analytics and reporting as necessary
Potentially provide direction to the Financial Analyst
Actively work directly with the client, carrier and Aon Management throughout the year in support of ongoing operations
This position requires a self-starter and independent individual who is able to work in a deadline driven environment
Strong communication skills with all levels of management and is comfortable presenting data and analytical observations/recommendations to the client, carrier, business leaders and colleagues
Financial Examples
1
Financial Job Description
Job Description Example
Our innovative and growing company is looking for a financial. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial
- Assist in the implementation and roll out of a new R2P system
- Work in partnership with management to complete ad hoc analysis and financial modeling as new initiatives are identified
- Prepare financial reports and analyse business performance
- Provide strategic analysis supports to the region
- Analyze and comment on the monthly financial projection and performance analysis
- Support regular and ad hoc business analytical requirements
- Daily funding position reports
- Wire transfer approval and documentation
- Daily trade updates in Treasury accounting system
- Production of ALCO/Capital Management/BOD meeting materials relevant to funding and assist in overall preparation of meeting materials as necessary
Qualifications for financial
- Must have 3 to 6 years of experience as a Senior Financial Analyst
- Successful candidate should have advanced Accounting software, Microsoft Office and database analytics skills
- Degree in Finance or Accounting required
- 2 to 5 years of experience broken out between public and private accounting is preferred
- Prior experience in Banking preferred
- Experience with asset / liability management modelling systems is a plus
2
Financial Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of financial. 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
- Reporting of loan collateral positions to FHLB Boston
- Playing a key part in the successful transition of current planning and analysis responsibilities from NY to Raleigh
- Preparation of daily and weekly financial deliverables including commentaries, ExB materials and regional views of financial performance
- Perform monthly closing of financials including all journal entry preparation
- Analyze and monitor Global Marketing spend against budget to identify variances and ensure proper accruals
- Liaise with Accounts Payable team in order to resolve any outstanding issues
- Prepare monthly, quarterly and annual reporting schedules for management
- Serve as SAP Power User - train, guide, and support Global Marketing team members
- Perform budget data loads to Hyperion and SAP systems
- Participate on finance led process improvement activities and other special projects
Qualifications for financial
- Experience using SAP and TM1
- Preparing timely dashboard reports, reviewing and analysis of variances in the monthly results
- Reviewing resource utilization and client profitability
- At least three years of experience in financial analysis and management reporting, preferably gained from multinational corporations
- Excellent communication and customer service skills, both oral and written, a must
- Four year degree required, preferably in finance, mathematics, statistics, accounting or similar discipline
3
Financial Job Description
Job Description Example
Our innovative and growing company is looking for a financial. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial
- Monthly - Document major YTD operating statement variances, produce monthly leasing status reports, and maintain Argus files for ongoing leasing activity
- Annual Budget Production Support – Support budget production process by analyzing variances against prior year and assist as required in the production of various inputs such as leasing assumptions, expense worksheets, and capital carryover schedules
- Tax Appeal Management – Develop system of documenting and tracking tax assessments and tax appeals
- Energy Usage Analysis– Assist the development of a system to track and analyze portfolio level electricity and water consumption via Energy Star
- Capital Replacement Planning– Maintain 5 year major expense and capital schedules
- Lease Analysis– Analyze proposed leases against budget and business plan
- O&I Project Management– As required, assist with the evaluation of work processes and new IT tools and the subsequent development and application of new processes
- Report Presentations– Financial Analyst will have primary responsibility for the production of forecast presentations
- Heavy focus on budgeting, forecasting and financial modeling
- Pro-forma projections, pricing scenarios and cost optimization
Qualifications for financial
- Superior written, verbal and presentation skills are necessary to effectively communicate with Funding Manager, Treasurer and Treasury staff and to assist in production of monthly reporting materials
- Ability to recognize and focus on critical issues
- 1-3 years business experience, preferably in consumer goods financial analysis
- Preparation of monthly bills for the company’s real estate holdings
- Bank reconciliations and account reconciliations on a weekly, monthly and quarterly basis
- Assistance with the payroll process
4
Financial Job Description
Job Description Example
Our growing company is looking to fill the role of financial. 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
- Plan and monitor timelines to meet strict deadlines
- Gather and compile data for budget analysis
- Create annual budget and forecast books
- Upload budgets and forecasts to SAP- Business Planning and Consolidated tool
- Ownership of various income statement items and departmental budgets
- Month-end, quarterly, and annual close process and reporting
- Assist the finance team with the monthly review, collecting variance explanations and key performance drivers
- Support development of monthly reporting package for Domestic Sales Finance operational reports for the sales executive team
- Creation of executive decks
- Improving processes and policies
Qualifications for financial
- Experience in the Healthcare or Service industry
- Experience working in a small to mid-size company
- Knowledge of Athena for billing (Preferred)
- Ability to learn to use new software as required
- Automation/improvement of reporting tools and dashboards to improve divisional efficiency
- Assistance to other members of the finance team
5
Financial Job Description
Job Description Example
Our company is hiring for a financial. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial
- Identify, analyse and interpret business processes, procedures and financial models
- Research and analyse small to medium sized enterprises
- Assisting with Accounts Payables - invoices, reconciliations,prepayments and accruals
- Reconciling inventory balances monthly
- Preparation of inventory adjustments and insure accurate transactions and approvals
- Prepare and provide accurate data for overhead spend analysis and forecasting
- Ensuring accuracy of analysis for total site spend reporting
- Assisting with preparation of budgets/forecasts
- Manage and maintain all relevant documentation ensuring that information is current, supporting the Company programmes
- Maintenance of financial models including interactions with individual Business Units to compile, verify and reconcile data-books and supporting information for key models and the introduction of best practices processes for these inputs
Qualifications for financial
- At least three years of experience in Finance and/or Accounting
- Demonstrated strong analytical, qualitative and problem solving abilities
- Takes initiative to participate in learning opportunities and openly shares information with others
- Creative problem solving & strategic thinker
- Previous experience with Financial Analysis/Reporting/Statement Preparation and Month-end Close
- Experience with a 3 way financial model