Financial Analyst, Analyst Job Description
Financial Analyst, Analyst Duties & Responsibilities
To write an effective financial analyst, analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included financial analyst, analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Financial Analyst, Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Analyst, Analyst
List any licenses or certifications required by the position: CPA, CMA, MBA, SOX, PMP, MRPT, CFA, CLASP, GBSC, ACCA
Education for Financial Analyst, Analyst
Typically a job would require a certain level of education.
Employers hiring for the financial analyst, analyst 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 Financial Analyst, Analyst
Desired skills for financial analyst, analyst include:
Desired experience for financial analyst, analyst includes:
Financial Analyst, Analyst Examples
Financial Analyst, Analyst Job Description
- Assist Finance Manager in preparing annual budget and quarterly forecasts for multiple divisions and brands
- Assist in maintaining budget database
- Actively participate in integration of two recently acquired companies into financials
- Track monthly expenses and identify opportunities for savings
- Update and maintain bonus compensation model
- Reconciles and resolves charge-backs
- Update financial reports monthly and quarterly, including sales summaries, sales outlook files and trial balance
- Record monthly intercompany journal entry
- Year-end reconciliation of inter-company activity
- Assisting with the development and implementation of standardized analytical tools and reporting ad hoc reporting when needed
- Ability to solve problems by gathering information, discuss options and make recommendations
- Should have working knowledge of PowerPoint and Word
- Experience with data mining and/or statistical analysis tools (Business Objects, OLS, ) is a plus
- Minimum 2-3 years of experience in corporate finance preferred
- BS Degree with emphasis in Accounting or Finance
- 3-4 years of financial planning and accounting experience
Financial Analyst, Analyst Job Description
- Partner with FNG finance by providing supporting data, and reviewing / analyzing data for payroll bank reconciliations
- Assist with development of processes, procedures, and controls to improve efficiency, prepare special ad-hoc reports as required, and provide assistance with other projects as assigned or necessary
- Monitor brands/regions to insure submission deadlines are met
- Assist Corporate Reporting in the consolidation process
- Assist in updating and maintaining budget reporting and reconciliation templates
- Reconcile plan submissions to brand/regional Targets Prepare and analyze Segment and Regional reporting in SEC and Management Reporting formats
- Assist in the compilation of monthly Executive Leadership presentations, quarterly Board of Directors' presentations and annual Strategy presentations by providing analysis and preparing schedules
- Presentation processes
- Prepare multiple and various ad-hoc analyses upon request
- Report and understand all marketing campaign results (sales and markdown dollars) 60%
- Ability to multi-task and work with a diverse group of people
- Knowledge of Microsoft applications with a proficiency in Excel
- PeopleSoft or other enterprise financial management software experience helpful
- The position requires a Bachelor’s degree in finance &/or accounting
- A minimum of 2 years’ experience in the finance area is necessary
- The ability to work somewhat independently and be resourceful is preferred
Financial Analyst, Analyst Job Description
- Use TM1 and Oracle Financial Systems to prepare monthly reporting packages for Senior Management
- Assist as liaison between Finance and SG&A department management
- Compile data and generate reports from the various Revenues system including WWS, Oracle Discover (ESS), eTrans, LSS and financial reporting systems – SAP, HFM
- Assist in monthly and quarterly financial reporting process
- Prepare financial reporting packages
- Special projects related to financial analysis and reporting
- Reconcile balance sheet accounts and prepare journal entries monthy and prepare quarterly footnote package
- Practice the fundamentals of data analysis
- Perform payroll expense account analysis for monthly, quarterly and year-end close
- Prepare reconciliations and perform account analysis on multiple general ledger balance sheet accounts on a monthly basis and report on variances
- Must has a working knowledge of basic accounting principles
- Fluent with Excel, MS Word, PowerPoint, and Outlook
- Advanced proficiency in Microsoft Applications required (Excel, PowerPoint & Word)
- Highly organized in nature
- Basic knowledge of GAAP/SEC accounting and reporting
- Bachelor’s degree in accounting/finance required with a minimum two years of experience
Financial Analyst, Analyst Job Description
- Update reporting documentation to reflect updated or improved procedures
- Prepare and present the analysis results and recommendations to internal clients ('business case')
- Implement the standardizing and automating of ways of doing business in terms of analysis, report and financial management
- Analyze financial data by comparing and analyzing plans and forecasts with actual results by working with various departments to determine reasons for fluctuations
- Create, develop, modify and manage reporting tools and templates
- Assist management in developing and preparing flash, forecast, and budget updates
- Maintain financial close reports and various checklists
- As directed, assist with requests related to SOX compliance and year-end financial audits
- Create and prepare various ad-hoc reports and projects to Management
- Provide reporting support related to Bayview’s legacy securitization shelves
- Knowledge of PeopleSoft or similar accounting software a plus
- Strong written and oral communication with customers and senior management
- Candidate must be pro-active, organized and have ability to work independently
- Requires a four-year college degree in Finance, Accounting, or a related field, or the equivalent combination of education and experience
- At least 1-2 years of previous general ledger and accounting experience with an emphasis on analysis of variances and bank reconciliation experience is required
- Proficiency in Excel, Word, Outlook and Power Point required
Financial Analyst, Analyst Job Description
- Working with concession finance staff to optimise operating performance
- Providing IFRS support to concession finance staff
- Uploading financial information onto the Balfour Beatty Hyperion consolidation system
- Research and resolve questions and problems relating to loan processing
- Assist department supervisor with projects and conversions
- Prepare, revise and improve periodic reports and budgetary planning for internal clients
- Update various weekly and periodic reports
- Identify opportunities for performance improvement (including cost reduction) for the areas of activity under his/her responsibility
- Take part in the long term financial planning (strategic plan 3-5 years)
- Complete ad hoc tasks and mandates
- Actuals versus Budget variance analysis
- Perform monthly Pacing updates with latest production forecast
- Month-end general ledger and sub-ledger closing and consolidation
- Prepare and post Journal Entries and Accruals as required
- Quarterly balance sheet reconciliations
- Prepare month-end reporting for Operations and Financial Planning and Analysis teams