Financial Analyst Associate Job Description
Financial Analyst Associate Duties & Responsibilities
To write an effective financial analyst associate job description, begin by listing detailed duties, responsibilities and expectations. We have included financial analyst associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Financial Analyst Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Analyst Associate
List any licenses or certifications required by the position: CPA, CMA, RMA, CFA, ALM, MBA
Education for Financial Analyst Associate
Typically a job would require a certain level of education.
Employers hiring for the financial analyst associate 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, Education, Business/Administration, Associates, Finance/Accounting, Communication, Mathematics
Skills for Financial Analyst Associate
Desired skills for financial analyst associate include:
Desired experience for financial analyst associate includes:
Financial Analyst Associate Examples
Financial Analyst Associate Job Description
- Provide platform-wide support to the various CM businesses in areas such as monthly accruals and expense reporting and analysis, must possess the ability to liaise with other professionals residing within Finance, in other Functions groups
- Provides recommendations to brokers
- Demonstrates continual development of modeling skills and competencies Increases complexity and scope of the position with time in the role
- Prepares clear concise summary documentation and spreadsheets that support and explain the basis of the analyses for use in client presentations, proposals and/or reports
- May assist with the drafting and preparing of Offering Memorandums and Request for Proposals
- May assist with market research of prospective accounts
- Responsible for the execution of key tier 1 and 2 compensation processes as assigned
- Supports modeling/analysis requests, supports leadership with analytical needs
- Supports division leadership with the project management activities for the year end processes
- Ownership and oversight of team procedures
- Extensive knowledge of Essbase, PowerPoint and expert knowledge of Excel
- Compilation of quarterly, annual and long term budget and forecast submissions for MSR asset and revenues
- Close working relationship with Finance and P&A groups for accurate, cohesive, and timely reporting of forecast updates
- Substantiation of MSR inputs, model changes, and results for analysis, risk management, and external reporting
- Backup role for processing of daily and month-end P&L reporting
- Backup role for daily P&L substantiation and attribution of revenue drivers
Financial Analyst Associate Job Description
- Assess and identify potential risks and problem areas
- Provide timely reports and analysis
- Ability to conduct basic forecasting
- Passionate about driving process improvement
- Functional knowledge of Financial Planning and Analysis
- Drive standard finance management process, keep on looking for opportunities of improvement
- Support FP&A manager developing and improving the planning & forecasting tools
- Collaborate with division team, build regional business intelligence capability, providing visibility to commercial team and improve forecast accuracy
- Clean up finance related information in HR management system, ensure data integrity
- Support annual planning process at regional level, consolidate forecast submitted by countries, prepare preliminary analysis for executive review
- Excel skills (pivot tables, vlookup, sum-if, data manipulation, user developed formulaes, macros experience preferred but not required)
- GPA of 3.25 overall, 3.5+ in major preferred
- Advanced degree from top-tier school preferred
- 2-4 years experience with a top-tier management consulting or financial services company
- Exceptional problem solving skills (issue identification, structuring, quantitative and qualitative analysis, creative development of actionable recommendations)
- Ability to build strong relationships with all band levels and work effectively in a collaborative team environment
Financial Analyst Associate Job Description
- Spend management and expense tracking for Regional Bank projects and initiatives, PMO admin support areas
- Prepares standardized and ad hoc reports and/or journal entries in a timely, accurate and efficient manner
- Coordinate with banks to ensure smooth payment processes
- Maintain bank account data in Oracle PeopleSoft system
- Perform monthly close and reconciliation processes
- Assist with updating bank account signatories
- Assist with bank account confirmation process
- Assist with cash investments and applicable reporting of that information
- Book journal entries related to Treasury activities – interest, foreign currency
- Initiate or approve payments, as needed
- Demonstrates a proficiency with Excel and other Microsoft Office Suite products
- Associate’s degree or related study
- Team player capable of communicating and collaborating across global and cross-functional partners
- Able to vary work hours as needed to interface with global teammates
- Minimum of 2 years related experience in field is required
- Minimum of 2 years of hands-on Microsoft Excel experience is required
Financial Analyst Associate Job Description
- Manage the day-to-day plan administration in coordination with the plan’s third party administrator
- Lead the funding and reconciliation process for periodic and as needed retirement contributions
- Monitor the data exchange between payroll and retirement plan vendors to ensure transmission accuracy
- Handle inquiries from vendors and escalate employee inquiries to ensure timely resolution
- Reconcile and audit employee contribution elections, deferrals, loan transactions and company match to ensure full plan compliance
- Review monthly, quarterly, and annual reports and reconcile as necessary to maintain plan compliance
- Assist with preparation of government filings, reporting requirements and participate in plan audits, as necessary
- Review plan administration to ensure compliance with internal controls and governmental regulations
- Provide analytical data support as it pertains to Plan Design changes and ad hoc requests
- Work effectively with other internal teams Payroll, Legal, and Total Rewards Center of Expertise to resolve issues quickly and timely
- Must be a team player, have strong interpersonal skills and the ability to collaborate with others
- Ability to shift priorities quickly and adjust work schedule based on workload is essential
- Flexibility and adaptability is essentia
- Must be able to work independently, multitask, and prioritize workload in order to meet demanding deadlines
- Ability to thrive in a challenging environment is necessary
- Requires the ability to develop and design complex spreadsheets, databases, or report formats (based on a business need) to be used by other people
Financial Analyst Associate Job Description
- Manage financial data dashboards, scorecards and other metric-driven analytical assessments that accurately reflect the state of the program
- Ensure all expenditures are in compliance with regulations and guidelines by Federal and Non-Federal sponsors
- Assist with the E-Pro payment process as it relates to Faculty, Residents, and Fellows & Staff check requests and travel expense reimbursements
- Follow-up on issues and open items without prompting
- Communicate clearly and succinctly, initiate necessary communications without prompting from the Supervisor, to both internal and external colleagues in order to clarify issues, processes, to facilitate smooth operations and ensure clarity around issues or processes
- Understands and follows instructions of Supervisor independently
- Make recommendations regarding the process of creating the assigned analytics recommendations regarding the results of the analytics
- Maintain various systems and data assets that support the specific financial areas
- Assists in analysis of revenues, costs of sales and operating expenses
- Performs reconciliations as needed at the line item level
- Must have the ability to be a self-starter and work with minimal supervision
- Earned Value Management, MS Projects, and Oracle experience are preferred
- Proficiency in MS Office Suite (Excel, Word, Outlook, PowerPoint
- Advanced proficiency with MS Office (Excel, Word, PowerPoint, and Outlook)
- 2 – 3 years of accounting experience within a large organization, manufacturing industry is highly desirable
- Extensive Excel 2010 knowledge including advanced functions with Excel required (Pivot tables, Vlook ups, etc) knowledge of Microsoft Access is valuable