Financial Analyst, Finance Job Description
Financial Analyst, Finance Duties & Responsibilities
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Financial Analyst, Finance Qualifications
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Licensing or Certifications for Financial Analyst, Finance
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Education for Financial Analyst, Finance
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Employers hiring for the financial analyst, finance 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, MBA, Business/Administration, Healthcare Administration, Education, Healthcare, Management
Skills for Financial Analyst, Finance
Desired skills for financial analyst, finance include:
Desired experience for financial analyst, finance includes:
Financial Analyst, Finance Examples
Financial Analyst, Finance Job Description
- Prepares monthly management reports for business partners and senior management in functions
- Provides concisely written analyses to identify key trends and highlights issues for review by senior executives
- Provides other Finance teams with variance analysis on cost allocation, FTE changes
- Ensures the integrity, accuracy, completeness of financial information including the allocation of costs to business platforms
- Continues to seek opportunities to improve the planning/forecasting, reporting and cost allocation processes
- Responsible for developing forecasts that are insightful and helpful to business and finance management
- Support financial closing & reporting
- Preparing account reconciliations and SOD packages and related PEGA attestation
- Compile and analyze monthly Assets Under Administration (AUA) and Net New Assets (NNA) reports for DS Retail
- Prepare monthly DS Insurance revenue, variance compensation, expenses and net profit/loss entry
- Assists Financial Advisors with the reporting and analysis of the Office of the CAO & CFO’s operating results to the senior management
- Two + years of experience in banking/financial services industry preferred
- Very good knowledge of financial and cost accounting, financial analysis and principles of economics
- Very good understanding of financial institution balance sheet and profit and loss analysis techniques
- Very good understanding of regulatory issues such as capital issues and GAAP accounting as they relate to the banking industry
- Very good understanding and application of principles, standards, industry practices and techniques
Financial Analyst, Finance Job Description
- Prepare monthly revenue and expense accruals and reconciliations
- Responsible for DS Retail monthly tax adjustment
- Support senior financial analyst in the production of financial information
- Assist in maintaining appropriate Performance Management drivers and metrics
- Key finance contact for DS Insurance
- Perform ad hoc financial analysis and reports when required
- Assist in preparation of monthly/quarterly financial reports
- Review monthly, quarterly and annual financial results with a focus on ensuring the accuracy of the financials while liaising with financial advisors, Shared Services
- Responsible for preparing of B/S and P&L monthly/quarterly variance analysis packages for Performance Management
- Collaborate with Shared Services Reporting Centre (SSRC) ensuring reporting requirements are implemented
- Minimum of 3 years of relevant experience, experience in investment banking, equity research or management consulting is preferred
- Prior experience with search engine marketing, display and social media preferred
- Requires strong analytical, quantitative, verbal, written, interpersonal and negotiating skills
- Finance, Accounting or related business degree
- Experience with Financial Planning & Analysis (i.e., budgeting, forecasting, monthly financial close, reporting) and project planning, tracking and reporting desired
- Minimum of three years of work experience in accounting and analysis
Financial Analyst, Finance Job Description
- Coordinate activities during the Forecast and plan periods
- Assist Financial Advisors in the loading to the system of quarterly financial forecasts, 5 Year Outlook and annual operating plan
- Assist in preparation of the Financial Advisors’ monthly, quarterly, annual Power Point presentations doing as much as possible before handling them over to the advisors
- Prepare risk assessments for senior management with a clear and consistent approach to mitigate legal, regulatory, industry and other risks in partnership with subject matter experts from other teams and functions
- Participate in special projects aimed at improving business and functional processes and analytical tools
- Provide key metrics and benchmarking to Executives and Board of Governors
- Analyze reporting to ensure compliance withe policies and sharing arrangements
- Research financial due diligence requests from teams and prospective investors
- Establish strong working relationships with financial representative
- Utilize financials systems to extract data and develop and update key financial reports
- Health benefits experience a plus
- Understanding of business and financial concepts (ROI, NPV)
- Strong PC skills (proficient in EXCEL, some knowledge with ACCESS/Visual Basic)
- 1-3 years of related corporate finance experience
- Self motivator (self-starter), strong inter-personal and communication skills, and attention to detail
- Participate in special projects and analysis of a financial nature as required
Financial Analyst, Finance Job Description
- Support other finance areas as needed
- Responsible for assisting the affiliate finance teams with the monthly/quarterly closing process and preparation of journal entries and account summaries
- Responsible for assisting the affiliate finance teams with the monthly estimate process, including preparation of all required affiliate and corporate reporting in support thereof
- Prepare departmental analyses to track cost center spending versus budget and estimate
- Provide support and guidance for the brands to achieve their GVC effectiveness goals
- Support non-finance business units with budget management and guidance on Selling budget management
- Assist in Selling Budget management and Reporting, including Field Departmental, Field In-Store, and Training Budgets
- Review, code and accrue mfg/warehouse service invoices
- Support balance sheet review process and confirmation with Corporate Accounting
- Prepare monthly variance analysis of current period and year-to-date financial data
- Seek out streamlining opportunities and reporting best practices and implement as appropriate
- 4 to 6 years of work experience in the area of media/entertainment or related
- Degree in Accounting / Finance or part qualified in a relevant accounting qualification AAT, CIMA
- Bachelor's degree, preferably in Finance, Accounting, Business/Econ or a related field
- Prior financial planning/accounting experience in the entertainment industry
- Prior financial planning/reporting experience in a public company
Financial Analyst, Finance Job Description
- Liaise with accounting department and Global contacts to manage assigned business units
- Support Finance Director in managing the annual budget and forecast process
- Coordinate the annual budget and forecast for assigned business units
- Assist with some project management
- Build and manage Agency coverage and multi-year margin impact models
- Understand inputs and outputs of intermediary business and impact of incentives
- Manage and control the forecasting efforts
- Participate in analytical projects that assist and influence the business
- Support the Database Services P&Ls and influence business decisions that drive revenue and/or capital expenditures
- Provide deep analytics and communicate effectively to senior business team leaders
- Desire and proven ability to work in a fast-paced environment
- Ability to work well as a team member, with the willingness to do what it takes to deliver accurate information in a timely manner
- Bachelor’s degree in financial, managerial, accounting or related business area with 6+ years of experience in Commercial Lending or Leasing, Investment Businesses, or in the Financial Services Industry
- Experience underwriting deals and transaction structuring
- Experience in deal leadership (negotiation, documentation and closing)
- Must be willing to work out of an office in Hoffman Estates, IL