Account Analyst Job Description

Account Analyst Job Description

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Account analyst provides subject matter guidance in interpreting quality assurance programs, policies, processes, procedures, government regulations, and agency guidelines to assure compliance.

Account Analyst Duties & Responsibilities

To write an effective account analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included account analyst job description templates that you can modify and use.

Sample responsibilities for this position include:

Maintain working knowledge of applicable University policies, government regulations, federal aid guidelines, and federal tax reporting rules in order to provide specialized information concerning student accounts, assist with questions regarding 1098T tax reporting, and maintain confidentiality of student account information
Using Excel, maintain a spreadsheet (Expense Tracker) with monthly data for marketing costs for retail locations
Create an Excel report of Adfund costs for calendar year for the Financial Disclosure Document report filed annually in January
Create and maintain an Excel spreadsheet showing prepaid costs
Create and maintain an Excel spreadsheet with Adfund costs for annual audit of The Company’s invoices by comparing to ATB’s
Create four Excel reports of PO’s ready to be received in and give to Temp to do so periodically
Requires intermediate knowledge of Excel including how to use formulas and pivot tables
To organize and lead both impromptu and regular meetings to support each transition
Perform all account maintenance as required
Assist BOAs in their review of accounts appearing on Monthly Scorecards

Account Analyst Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Account Analyst

List any licenses or certifications required by the position: JLPT, CFA, N2, N1, TSA, TOPIK, CPA, ITIL, CRA, KCG

Education for Account Analyst

Typically a job would require a certain level of education.

Employers hiring for the account analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Finance, Business, Accounting, Education, Communication, Computer, Business/Administration, Economics, Management, Marketing

Skills for Account Analyst

Desired skills for account analyst include:

Accounting principles
Covered services
Basic medical terminology
Benefits
Billing procedures of all Government and non-Government insurance programs
Office procedures and ability to utilize resources in an organized manner
Policies
Regulations
Excel
Guidelines that impact Billing Operations

Desired experience for account analyst includes:

Knowledge of business operation and order process, also, customer service related
Experience on business analyst analyzing customer demand forecasts and customer service
Bachelor in business management ,finance or related
Minimum of 3 years of customer service or collection experience
A Bachelor’s degree in Finance, Economics, or Communications is preferred or equivalent years of direct experience required
Assist in the review of monthly detail statements

Account Analyst Examples

1

Account Analyst Job Description

Job Description Example
Our growing company is looking for an account 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 account analyst
  • Audit vendor invoices for Domestic and International Household Goods relocations while verifying adherence to applicable tariffs and client policies
  • Others duties as assigned by the BOA Supervisor
  • Acting as a hybrid accountant/ financial analyst – a dynamic contributor that can successfully manage a 3 day close
  • Assist in documenting core processes and acting as a key contributor to company wide process improvement initiatives
  • Responsible for sales and cost of sales analysis, inventory management, commission payouts
  • Analyze margins (if/then scenarios), applying the correct costing to the correct unit(s) and ensuring those margins are accurate during month-end close reporting
  • Work closely with other GL Accountants by generating and maintaining financial statement reports
  • Budgeting/ forecasting and expense variance analysis
  • Implement in and document inventory costing process with the internal teams in various locations
  • Manage and follow through on all top of productions samples
Qualifications for account analyst
  • Sense of responsibility, organization, initiative, speed
  • A minimum of two years of business related experience or Retail experience preferred
  • Bachelors degree required preferably in Finance, Accounting, or related discipline
  • Strong problem solving skills and is open to change
  • 4 year college degree required (accounting/ finance)
  • CPA or CMA – or ability/ desire to work towards
2

Account Analyst Job Description

Job Description Example
Our company is looking to fill the role of account analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account analyst
  • Communication of transition related issues and impacting events to various internal departments
  • Confirmation and processing of time sensitive events including asset transfers and local market openings
  • Working collaboratively with State Street IMS on escalation items
  • Proficient in extracting/auditing customer compliance data from MCK mainframe/SAP, to include, but not limited to
  • Builds and enhances customer/supplier relations to enhance process improvement
  • Obtain supportive paperwork from the customer on an ongoing basis which will allow us to substantiate and resolve deductions in a timely manner
  • Provide sales service department and broker network with information on proper submission processes and assure the proper entry of customer purchase orders
  • Review customer deductions and determine if the proper deduction type, appropriate ship to number, and identify regional manager for notification of customer deductions
  • Interface with Regional Sales Manager and Brand Manager to determine the legitimacy of customer deductions sent to him or her for approval and procedures to prevent ongoing like deductions
  • Billback customers for unauthorized deductions and facilitate the collection of outstanding balances
Qualifications for account analyst
  • Strong communications skills, this person will interact with multiple sales and branch managers and will have lots of visibility
  • 3+ years of experience in an Accounting or Finance position
  • Manufacturing/ Distribution/ Retail experience is required
  • At least 2 years working experience in account opening
  • Responsible, patient, mature personality
  • The ideal candidate should have a Bachelor’s degree in Finance, Economics, Accounting or another relevant discipline
3

Account Analyst Job Description

Job Description Example
Our growing company is looking to fill the role of account analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for account analyst
  • Collaborate with Lead Analyst/Manager to create procedures to minimize customer deductions
  • Executing cross-functional product readiness meetings (preparing, coordinating, facilitating, tracking, minutes/decisions)
  • Communicate and interact by telephone, e-mail and in-person with students and parents in a professional and tactful manner
  • Analyze and research student account issues to effectively respond to customer inquiries and resolve questions
  • Quickly identify issue at hand and determine appropriate course of action
  • Monitor and enforce compliance with the University's policy on payment of student account charges
  • Maintain environment of strong internal controls over accuracy and timeliness of recording and reporting of student account activity
  • Maintain environment of continuous improvement of all services delivered to students and parents
  • Create purchase orders during the year for marketing costs upon receipt of invoice or before if information is available
  • Receive invoices from multiple sources both internal to DE and external and create PO’s in a timely manner
Qualifications for account analyst
  • 1+ years’ experience in business operations, working with a team and meeting time sensitive deadlines
  • We will also consider strong candidates that are recent college graduates with internship experience
  • Our analysts typically have track records of outstanding professional performance or academic achievement, along with excellent analytical skills, financial skills, technical skills, attentions to detail and strong communication skills
  • Candidates should have a strong ability to work and manage in a collaborative environment and to present results to both expert and non-expert audiences
  • Candidate should be outgoing, work well in a team setting, and handle changes with a positive outlook
  • Self-motivation with the ability to manage priorities and workflow
4

Account Analyst Job Description

Job Description Example
Our company is hiring for an account analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for account analyst
  • Ensure that PO’s are approved, confirmed and received in the system in a timely manner
  • Complete and submit form to Houston for new vendor requests
  • Submit invoices to Accounts Payable after PO received in
  • Be aware of vendors with Net 7 days terms of payment to ensure timely payment of invoice
  • Access our advertising agency’s system to download and print the ATB’s for Billing
  • Contact Customers on a regular basis via phone, e-mail, and fax in reference to scheduled pay dates of open invoices
  • Investigate issues resulting in delay of payment, such as pricing errors, quantity errors, unit of measure errors, and other miscellaneous reasons for delay of payment
  • Accurate and timely reporting of client data
  • Provide expertise to Human Resource Managers on relocation or assignment-related issues or inquiries and interact with client contacts as needed
  • Policy counseling to relocating employees and/or pre-decision candidates, as needed
Qualifications for account analyst
  • Bachelor degree required, preferably with a heavy emphasis in analytical disciplines, such as mathematics, engineering, economics, or finance
  • Demonstrated evidence of customer-service orientation
  • Bachelor’s or Master’s degree in marketing, business, economics, statistics, operations research or related discipline
  • Bachelors Degree in Engineering, Business, Economics, Finance or related field required
  • Requires a minimum of 5 years of pricing or analytical experience
  • Excellent communication skills and the ability to work independently with a sense of urgency to meet deadlines is required
5

Account Analyst Job Description

Job Description Example
Our company is hiring for an account analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for account analyst
  • Perform a variety of administrative/clerical activities which support both Account Management and Field Operations functions and assists in assuring that customer accounts are managed and developed in the most professional manner possible
  • Organize web reports, customer sign off data, and other internal and external customer information to develop a data base of account data used for service, production and fee analysis
  • Maintain continuous liaison with customer representatives to coordinate the scheduling of inventory rounds, respond to their concerns, questions or complaints
  • Initiate contact with field management personnel and inventory customers to coordinate and finalize schedules, convey information from the Account Management Specialist or National Account Manager and receive/communicate vital account information
  • Assist in assuring inventory customers' complete satisfaction by responding to any requests/concerns which arise prior to, during and occasionally after the inventory round
  • Develop relationships with assigned customer contacts and assist with preparation of presentation materials for direct supervisor
  • Perform other related duties, tasks and responsibilities as required, assigned and directed
  • Ensure client contracting is performed in an efficient manner
  • Bulk updates accounts in the Active Directory domains for special projects (migrations)
  • Technical skills and software knowledge will be needed to perform job duties properly
Qualifications for account analyst
  • Professional Pricing Society Certification is desired
  • Masters Degree in Business, Economics or Finance or related field is desired
  • 2+ years of experience working with administrative systems
  • Relevant Business education
  • Relevant industry certifications preferred (MCP, MCTS, MCITP, MCSA)
  • Microsoft Server including Active Directory

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