Accountant / Financial Analyst Job Description

Accountant / Financial Analyst Job Description

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Accountant / financial analyst provides strategic direction in a dynamic ambiguous & recognition in accordance with Generally Accepted Accounting Principles ﴾GAAP﴿ & University policies.

Accountant / Financial Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Prepare financial reports and budgets, various reports in accordance with contract agency requirements
Preparing journal entries and assist in monthly close of management company
Preparing monthly workpaper package to support the books and records of the management company
Reviewing and monitoring credit card and out of pocket expense process
Working closely with accounts payable to review and approve all credit card and out of pocket expenses ensuring all expenses in accordance with the Firm's T&E policy
Ensuring proper coding of all expenses
Generating upload file to general ledger
Preparing monthly and quarterly invoices to funds and portfolio companies for reimbursement
Assisting in monthly budgeting and forecasting process
Tracking cash-basis and accrual basis P/L

Accountant / Financial Analyst Qualifications

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

Licensing or Certifications for Accountant / Financial Analyst

List any licenses or certifications required by the position: CPA, CMA

Education for Accountant / Financial Analyst

Typically a job would require a certain level of education.

Employers hiring for the accountant / financial analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Business, Education, MBA, Business/Administration, Economics, Communication, Financial Analysis, Management

Skills for Accountant / Financial Analyst

Desired skills for accountant / financial analyst include:

Excel
Generally Accepted Accounting Principles
Variance analysis
Ability to apply GAAP
Basic accounting procedures
Broad set of accounting principles and techniques
Business and legal principles
Discounted cash flows
GAAP
GAAP accounting and SOX control requirements

Desired experience for accountant / financial analyst includes:

1+ years of experience in a finance, accounting, analysis position (internships and co-ops included)
Experience with developing forecasts and budgets a plus
Experience in developing models and providing analysis of complex business issues
Ability to make decisions independently and work under general direction
Conduct financial research, analyze financial performance against objectives, and determine emerging financial trends
Identify workflow processes that could be more efficient, automated or streamlined

Accountant / Financial Analyst Examples

1

Accountant / Financial Analyst Job Description

Job Description Example
Our company is looking for an accountant / financial 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 accountant / financial analyst
  • Independent completion and review of all journal entries (revenue and expense) in connection with the month-end, quarter-end and fiscal year financial close process
  • Assist with Accounts Payable and Receivable
  • Review revenue coding for proper commission calculation
  • Oversee the capital expenditure reconciliation and spending
  • Calculate the monthly network revenue
  • Assist in the annual operating plan process
  • Assist on special projects and analyses as needed
  • Reconciling balance sheet receivable accounts
  • Ensuring all cash receipts and credit card receipts for print and digital advertising, miscellaneous activity are deposited and recorded timely to the appropriate receivable
  • Researching and resolution of reconciling items, unidentified payments and customer deductions to ensure each customer account accurately reflects the total outstanding balance
Qualifications for accountant / financial analyst
  • Undergraduate degree in finance, accounting, or business
  • Experience with Cognos, Peoplesoft, Proclarity, Salesforce and Quattro a plus
  • Excellent attention to detail, along with solid organizational skills are required
  • A working knowledge of Government contracting is preferred
  • Accounting or Finance related bachelor degree
  • Minimum five years of experience in accounting or other financial field
2

Accountant / Financial Analyst Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of accountant / financial analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for accountant / financial analyst
  • Produce Balance Sheet account analysis and reconciliations while providing supporting schedules
  • Performs plant cost accounting activities, compiles periodic statements of product costs and prepares standard and special cost accounting reports for use by operational management in planning factory activities
  • Directs burden study analyses and report preparation
  • Participates in preparation of the profit plan and development of all related profit plan schedules
  • Prepares and oversees month-end general ledger closing entries and participates in closing activities
  • Work with plant leaders to analyze and vet DI savings for projects
  • Prepares internal and external financial reports as required by local management and corporate headquarters and ensures that all necessary supporting documentation, tax returns and other required information is maintained
  • Cross train in other areas of Accounting Department, payroll, timekeeping
  • Maintains full compliance with Company policies and procedures and conducts all activities in accordance with the Company's Guide to Business Conduct to include Audit and Self-Assessment Tool (ASATS) and Sarbanes-Oxley (SOX) compliance
  • Participating in the preparation of the monthly reconciliations
Qualifications for accountant / financial analyst
  • Master's preferred, and/or Information Systems Courses are a plus
  • Sustain integrity data for Cost Accounting System and develop reports and analysis
  • Experience in redesigning and maintenance of Cost Allocation Step-Down Models
  • Create and develop Reports (markers) to provide alternate and more hands-on access to Cost Accounting Sytem data for users
  • Craft responses to regulatory and government Rating Agencies, including the NICA assessment, the LIP adjustment
  • Minimum of bachelor’s degree in Accounting, Finance, or similar discipline
3

Accountant / Financial Analyst Job Description

Job Description Example
Our company is looking for an accountant / financial analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for accountant / financial analyst
  • Assists with related special projects as needed
  • Preparation of intercompany invoices and balancing of intercompany accounts
  • Partnering with business unit managers in relation to budgeting and forecasting
  • Processing month end
  • Involvement in financial systems implementations/upgrades
  • Gaining expertise in areas of responsibility solid understanding of Residential Mortgage business
  • Create and review financial statements including profit and loss statements, balance sheets
  • Prepare detailed analyses on financial results, variance to budget, tracking to forecast, on a monthly, quarterly and annual basis
  • Make recommendations to management, be responsible for day-to-day decisions concerning the accounting treatment of financial transactions
  • Performs activities covering materials and production costs, costs of sales, product development, overhead
Qualifications for accountant / financial analyst
  • Accounts payable and cost center analysis experience preferred
  • Consolidation and/or partnership accounting experience strongly preferred
  • Track record demonstrating strong work ethic
  • Ability to prioritize multiple tasks and meet all deadlines
  • Must be friendly with strong interpersonal skills
  • CA or CPA newly qualified
4

Accountant / Financial Analyst Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of accountant / financial analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for accountant / financial analyst
  • Managing the unclaimed property filing process, including account reconciliation, owner notification and the due diligence process, processing responses, requesting check voids, cancellations and reissues, researching changes in filing requirements, and preparing annual filings for numerous state agencies
  • Other projects as assigned, including researching tax issues, assisting in developing tax related policies and procedures and providing tax information by updating the departmental website and preparing and presenting training materials to the Duke community
  • Assist the team in preparing broker dealer semi-annual and year-end financial statements and related footnote disclosures
  • Prepare inter-company reconciliations on a monthly basis between MLPFS and other companies and coordinate with business units to clear the breaks
  • Coordinate and review the monthly Subsidiary Governance requirements to ensure we are in compliance
  • Work closely with the regulatory, tax, finance, and operations departments
  • Performs complex tasks to complete financial/accounting projects, such as budget planning/analysis, financial plans, revenue forecasting, and statistical reporting
  • Prepares and reviews monthly income statement and balance sheet variances, balance sheet reconciliations, journal entries, accounting records and provides detailed feedback to maintain and/or improve compliance with audit regulations and department standards
  • Provides (non)routine responses to complex requests from auditors during internal/external audits
  • Maintains a comprehensive knowledge and company specific financial acumen
Qualifications for accountant / financial analyst
  • Ideally from Big4 or second tier chartered background
  • Accounting or Finance experience in Manufacturing strongly preferred
  • Experience with Sarbanes-Oxley (SOX) compliance
  • Experience in statutory accounts production and/or audit preferred
  • Coordination of MTM updates for loans accounted under Fair Value Option and related disclosures
  • Quarterly SEC filings including Statement of Cash flows, Securities note and VIE note
5

Accountant / Financial Analyst Job Description

Job Description Example
Our innovative and growing company is hiring for an accountant / financial 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 accountant / financial analyst
  • Coordination of audit support (internal & external audits)
  • Annual physical inventory support
  • Standard cost roll support
  • Preparation of warranty and excess/obsolete inventory analysis
  • Preparation of monthly plant & product line income statements
  • Annual spending budget
  • Must be able to work outside of regular hours on occasion (month-end, physical inventory, year-end)
  • Must be able to multi-task and work toward multiple deadlines concurrently
  • Must be able to frequently visit/work in a manufacturing facility
  • Prepare annual budget and monthly reporting & analysis
Qualifications for accountant / financial analyst
  • Completed sophomore year or above at time of internship
  • Must show competency in analysis, problem solving, communication, and leadership potential
  • Ability to work cross-functionally in teams
  • Excellent oral and written communications skills, analytic skills, and math skills
  • Ability to perform multiple tasks simultaneously and meet deadlines
  • Strong analytical ability to analyze and resolve issues

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