Financial Reporting Lead Analyst Job Description
Financial reporting lead analyst
provides interpretation and application of financial policies, accounting theory or financial regulations requiring advanced knowledge of financial principles, practices and application.
Financial Reporting Lead Analyst Duties & Responsibilities
To write an effective financial reporting lead analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included financial reporting lead analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area
Research, analyse and make recommendations on various accounting disclosure requirements for new accounting regulations and new product types
Analyzes financial data and defines relevant information
Prepare quarterly/annual summary balance sheet analysis package for senior management
May lead staff to achieve reporting requirements
Solves complex problems in creative ways
Support the production of semi-annual and annual financial reporting for Investments Trusts, OEICs and other reporting documents, ensuring these are accurate and in accordance with regulatory and client requirements
Review the core financial statements and supporting notes from the offshore Financial Reporting Teams and our 3rd party administrators, to ensure that they reconcile to lead schedules and other supporting materials, and are complaint with relevant GAAP (UK SORP, IFRS)
Plan and co-ordinate the production of reporting to ensure that regulatory and client (Board of Directors/Trustees/Audit committee) deadlines are met
Analyse supporting schedules and reconciliations for the shareholder reports and for various regulatory filings for accuracy to ensure expected results
Financial Reporting Lead Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Reporting Lead Analyst
List any licenses or certifications required by the position: PM, PMP, CPA, TQM, CMA, CBAP, CBIP
Education for Financial Reporting Lead Analyst
Typically a job would require a certain level of education.
Employers hiring for the financial reporting lead analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Finance, Economics, Business, MBA, Business/Administration, Education, Information Technology, Business Administration/Management, Graduate
Skills for Financial Reporting Lead Analyst
Desired skills for financial reporting lead analyst include:
Generally Accepted Accounting Principles
SQL
Similar tools
Tableau
Excel
Access
Word
Data marts
Both legacy product accounting and other supporting
KeyBank systems
Desired experience for financial reporting lead analyst includes:
Professional accounting qualification, such as CPA accreditation, is preferred
3-5 years in a international firm with 2-3 years in Industry
Experience in financial analysis, budget processes and management reporting
Strong knowledge/experience with US GAAP
Advanced knowledge of Microsoft Office applications and HFM is a must
Comfortable with complexity, ambiguity, change and process improvement
Financial Reporting Lead Analyst Examples
1
Financial Reporting Lead Analyst Job Description
Job Description Example
Our innovative and growing company is looking for a financial reporting lead analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial reporting lead analyst
- Responsible for expense control for designated funds - this includes oversight of the payment processes, ensuring expense accruals are in line with budgets, budget reporting is prepared for review and for onward reporting to clients
- Prepare and/or review complex fund distribution calculations
- Support team in drafting required reporting guidelines and Board memos
- Support new business and product launches (feasibility
- Proactively identify potential improvements in work processes and client service, working closely with Manager to implement these
- Participate in departmental/divisional projects
- Analysis of plant & commercial operation
- Support monthly distributions calculations using CODA automation, expenses processes including budget preparation and accrual reviews
- Perform other ad-hoc reporting as needed, per customer requests
- Plan for business continuity events by supporting and participating in Business Continuity drills
Qualifications for financial reporting lead analyst
- Great team player.Customer service orientation
- Bachelor’s Degree in Accounting or Business related subject
- Experience in producing financial reports, preferably within asset management/financial services industry
- Strong understanding of technical accounting standards
- Part Qualified or Qualified Accountant preferred (ACA/ACCA/CIMA)
- Supporting Leadership with Quarterly and and Monthly internal and external reports
2
Financial Reporting Lead Analyst Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of financial reporting lead analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial reporting lead analyst
- Support financial reporting activity through the review of Core Statements and Notes to Financials handed-off from the Production Teams in accordance with local GAAP and IFRS requirements and industry guidelines
- Organise the year-end audit process and work with external auditors to resolve issues within the funds
- Prepare consolidated financial statements and Form 10-K and 10-Q filings with the SEC, including footnotes and other required disclosures
- Prepare financial reporting packages and supporting schedules for management and quarterly press releases
- Preparation of the supporting tie-out documentation for external filings
- Creation of monthly cost center level Hyperion financial reports and publishing them to business owners
- Preparation and filing of U.S. Census forms with the Department of Commerce
- Preparation of supporting documentation in compliance with the Company’s accounting policies and SOX documentation requirements
- Monthly reconciliation of key accounts and various financial analyses to monitor the accounts of the acquired companies in the post-close integration process (intangibles)
- Perform various aspects of the monthly, quarterly and yearly close process
Qualifications for financial reporting lead analyst
- Ability to be a team player that can also work independently and in a cross-functional environment
- Knowledge of government contracting industry
- Finalize standard reporting
- Professional qualifications in Accounting
- Experience with application of GAAP and IFRS requirements and industry guidelines
- Experience working in a multi-site and cross functional environment, including portfolio and asset management teams
3
Financial Reporting Lead Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial reporting lead 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 financial reporting lead analyst
- Work cross-functionally to coordinate communication as it pertains to SEC reporting
- Prepare quarterly and monthly GAAP financial statements
- Conduct SOX controls testing and document findings
- Reconcile and book month-end close entries
- Perform income statement and balance sheet variance analysis
- Prepare and review financial schedules required to meet monthly and quarterly business unit data requests for monthly reporting and disclosure in 10-Q and 10-K
- Assist with the preparation and review of Service Company allocations factors and yearly FERC reporting
- Perform and assist in research of various FERC or other regulatory accounting issues including rate case support and regulatory audits
- Overtime may be required during monthly/quarterly/annual closing processes
- Coordination of monthly and ad hoc data submissions, monitoring data for accurate tracking and reporting of medical, drug claim data and membership data to CMS RAPS, EDPS and DDPS and Edge Server
Qualifications for financial reporting lead analyst
- University degree or equivalent in accounting / finance related discipline
- 2+ years of experience with leadership, including supervising others in an accounting role
- Knowledge of US GAAP, with an emphasis on revenue recognition
- Proficiency with Oracle APPS Financials and financial reporting technology platform (Fundsuite)
- Strong working knowledge of investment funds, including financial instruments and tax requirements
- Ability to analyze problems and recommend/implement solutions
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Financial Reporting Lead Analyst Job Description
Job Description Example
Our growing company is looking for a financial reporting lead analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial reporting lead analyst
- Develop and enhance reporting capabilities for financial and operational performance
- Annual financial reporting activities including CMS bid filings, HCR Premium Development, RFP on financial Risk Adjustment projects, Employer Group Rate Renewals, financial audits, CMS Attestations, premium and member revenue budgets, Medical Loss Ratio reporting
- Produce reports to provide M&B discrepancies in the premium payments from CMS
- Lead in special project assignments for new initiatives related to revenue management and risk adjustment
- Fulfills Compliance Lead role for Department ensuring Compliance Department requirements are met
- Use appropriate tools to estimate accruals for Risk Adjustment, Part D payables/receivables (LICS, Reinsurance, Coverage Gap, Plan to Plan) and Cost Sharing for final reconciliation with CMS
- Act as Business / Technical lead for special projects defining business and testing requirements
- Collaborates with Manager in design of financial reports and dashboard metrics reporting
- Lead new query development, new report development, & analyzing of membership, financial, and statistical data
- Oversight of all data models/tools used for financial reporting for receipt and load of current data and validation for accuracy and completeness
Qualifications for financial reporting lead analyst
- Adapts positively to change and effectively copes with business demands
- A Bachelor's degree in Accounting, related field, or equivalent combination of education and experience
- Minimum of 4 years' related experience in financial statement preparation/ consolidation/analysis
- CSU experience is highly desirable
- CPA certification is highly desirable
- Working knowledge of GAAP and GAAS, and familiarity with GASB and/or FASB standards
5
Financial Reporting Lead Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial reporting lead 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 financial reporting lead analyst
- Develop detail to support reporting payment issues to CMS
- Completes training, oversight and monitoring of team staff
- Oversight and monitoring of team projects
- Develops processes that improve reporting, audit documentation, operations, performance and compliance
- Responsible for the development and maintenance of departmental procedures
- Responsible for assuring department contract and regulatory compliance for all tasks assigned
- Support Inventory transactions and system support for wing to wing transactions in the inventory module
- Ensure business and operational processes are sound to oversee the inventory function
- Assist in monthly closing of financial accounting systems modules, including detailed issue investigation and resolution
- Work across Nuclear business segments to drive consistency and remediate deficiencies in Oracle General Ledger / Project Accounting, Billing
Qualifications for financial reporting lead analyst
- Familiarity with business process policies and procedures (higher education experience preferred)
- Prepare in-depth analysis and insights of the Wireline Business Units as defined by the Service Delivery team
- Mentor others within the team on technical skills
- At least 5 years of experience in a public company or accounting firm with public company clients
- Ability to analyze problems and present potential solutions
- Ability to work under pressure within strict time constraints