Reporting Analyst / Financial Analyst Job Description
Reporting Analyst / Financial Analyst Duties & Responsibilities
To write an effective reporting analyst / financial analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included reporting analyst / financial analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Reporting Analyst / Financial Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Reporting Analyst / Financial Analyst
List any licenses or certifications required by the position: CPA, COSO, MBA, CPE, CIMA, CFA, ACCA, CMA, CGFM, BI
Education for Reporting Analyst / Financial Analyst
Typically a job would require a certain level of education.
Employers hiring for the reporting analyst / financial 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, Business, Economics, Business/Administration, Education, Finance/Accounting, Communication, MBA, Accountancy
Skills for Reporting Analyst / Financial Analyst
Desired skills for reporting analyst / financial analyst include:
Desired experience for reporting analyst / financial analyst includes:
Reporting Analyst / Financial Analyst Examples
Reporting Analyst / Financial Analyst Job Description
- Support the Manager – Reporting with annual planning exercises, forecasting, periodic reviews and other projects to enhance reporting capabilities of the team and measure business performance
- Monthly financial reporting, consolidation, validation – Compiles financial data, metrics, and updates from many internal teams
- Assists with preparation of GAAP financial statements, notes and MD&A for SEC filings on Forms 10-Q and 10-K
- Derivative accounting and analysis for 4 commodities
- Assist in preparations and review of technical accounting memos
- Creating a standardized Chart of Accounts (5 independent / disparate General Ledger systems covering 4 US Subsidiaries)
- Performing detailed analysis to define business rules for US consolidations
- Creating mappings from instrument level details into the regulatory reports (FR 7-7Q)
- Performing details data analysis
- Prepare monthly financial consolidation, profit and loss statements
- Bachelors in Accounting, Finance or IT
- 4-10 years experience in the financial services industry with financial and/or IT analysis with an accounting focus
- Quick learner in regards to systems and ability to master application tools
- Experience in reporting leveraged finance and private equity is strongly preferred
- Strong analytical skills and accurate reporting a must
- Degree in Accountancy / relevant qualification
Reporting Analyst / Financial Analyst Job Description
- Prepare US Department of Commerce and other census reports
- Candidate will be responsible for meeting mandatory reporting deadlines
- Candidate will be responsible for presentation development and report writing
- Lead period end close process for Advertising & Consumer Promotions budget, +$250m, ensuring compliance with internal control procedures
- Provide variance analysis of current investment support levels on a periodic basis
- Lead budgeting process for Advertising & Consumer Promotions and Overheads, including the co-piloting of the marketing organization to develop optimal levels of spend that meet budget requirements
- Develop periodic full year forecast for marketing spend, a critical component of the US Integrated Business Planning (S&OP+) processes
- Provide Ad Hoc analysis as needed to the FP&A Director and Category Finance Leads
- Facilitate relevant budget management training for FP&A team and cross-functional partners to enhance business acumen
- Oversee completion of sales tax returns and provide sales tax audit support as
- Experience in Audit or Public Accounting
- Knowledge of GAAP, preferred
- Balance Sheet and Cash Flow analysis & reporting
- Support quarterly insights presented to Controller, CFO, and Investor Relations on the Balance Sheet and Cash Flow
- Prepare information used in external reporting (Earnings Release, 10K, Census Bureau) & support the SEC filing each quarter
- Transfer Pricing function is housed within the IB Financial Control
Reporting Analyst / Financial Analyst Job Description
- Produces quarterly and annual statutory financial statements and footnote disclosures for statutory-based entities using the Freedom software package and Microsoft Word
- Prepares quarterly journal entries and performs queries and drilldowns using the PeopleSoft Ledger system
- Perform duties in accordance with generally accepted accounting policies and procedures
- Assisting with internal and external audit requests, standalone audits
- Special projects as assigned by management *LI-YN1
- Complete financial month end/quarter end close process, including revenue recognition and general ledger maintenance
- Reconciliation of related balance sheet accounts including AR, Inventory, Deferred Income and others
- Maintain FX revaluation reports and investigate and resolve any reconciling items
- Assist in the preparation and coordination of internal and external financial statements
- Prepare the financials and footnotes
- 2+ years experience completing monthly financial reporting or analysis
- 2+ years experience creating presentations for all levels
- Attention to detail, accuracy, tying things out
- Innate sense of curiosity
- Collaborative – able to partner with internal finance teams to resolve variances and determine viable solutions for changes
- Prior experience with Hyperion SmartView and Planning a plus
Reporting Analyst / Financial Analyst Job Description
- Prepares quarterly and annual external financial statements in accordance with US GAAP
- Build analytical models to explain business questions and results
- Participate in Cost Savings and Profit Improvement Analysis/Initiatives
- 10% Benefit plan reporting
- 15% Other analysis and reporting
- 10% Commercial real estate association bookkeeping
- Business analysis to identify the variance in certain period
- Calculate company income tax in accordance with Indonesia Taxation
- Helps prepare 10-Q’s and 10-K reports
- Manages the General Ledger on a daily and monthly basis
- Experience with completing external audits
- Advanced proficiency with MS Office (specifically Excel and Word)
- CPA with 2+ years experience in accounting with both a Big 4 accounting firm and top tier tech company
- Strategic thinker that demonstrates active enthusiasm for solving problems and making valuable contributions to the company, including experience in leading complex operations
- Accounting designation (CPA/CA, CPA/CGA, CPA/CMA)
- Knowledge of SAP, BPC, and HFM systems will be considered an asset
Reporting Analyst / Financial Analyst Job Description
- The Financial Solutions team serves as an extension of our clients’ financial reporting and tax teams as it relates to equity compensation
- Create financial reports (both standard and ad-hoc) to retrieve data as requested by users in the Finance and Accounting departments to support the on-going analyses of business in the Consumer Products organization
- Calculate the allocation of earnings to noncontrolling interests and prepare the earnings per share calculation on a quarterly basis
- Interface with various divisions to more closely align internal reporting with external reporting
- Assist in the analysis of analyst earnings models for current and future periods
- Assist in the implementation of budgeted vs
- Maintain the XBRL taxonomy and assist in the review of XBRL tagging for various SEC filings
- Prepares monthly financial information for internal use including as needed formal presentations for the board of directors, audit committee, and management
- Ensures financial results are accurate and consistent in all areas presented internally and externally
- Collects and organizes information to support the integrity of the financial information presented such that it can be audited by our independent external auditors
- Proactive/self-drive work habits
- Bachelor's degree or higher in Accounting or Taxation
- Role may require up to 5% travel
- Previous financial reporting and/or analysis experience
- Chartered Global Management Accountant (CGMA)
- CPA designation (CA/CMA/CGA) or actively pursuing a financial designation