Accounting / Financial Analyst Job Description

Accounting / Financial Analyst Job Description

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Accounting / financial analyst provides accounting, analysis, and account reconciliations to support the assigned Business/Operational counterparts in accordance with company financial reporting policies and GAAP.

Accounting / Financial Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Interact and maintain the highest level of customer service with Business Unit operations and 3rd parties (licensees, auditors, ) who rely on the accuracy and timeliness of the information provided
Responsible for providing training to business areas on capital and General Ledger specific policies and procedures
In this role, you will assist with oversight of the day-to-day execution of general accounting activities, record-to-report processes and operating activities with our Business Process Outsourcing (BPO) provider for your assigned client group
Participate in special projects involving general accounting, such as mergers/acquisitions, FASB updates, business partner requests, and systems
Collaborate with various business partners such as Trade Operations, Cash Management and Custody Services, Chief Accountant’s Office, Asset Liability Management, Investment Systems and Corporate Controllers for day-to-day activities on special transactions / projects
Prepare and / or assist with the preparation of the annual SG&A budget and monthly SG&A expense analysis for various business users
Maintain and update accounting and business policies, procedures and process documentation
Collaborating with System colleagues on workgroups and/or to coordinate the testing of application upgrades
Seeking out opportunities to improve the financial reporting system and accounting processes
Maintenance of the books of the founding partner entities

Accounting / Financial Analyst Qualifications

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

Licensing or Certifications for Accounting / Financial Analyst

List any licenses or certifications required by the position: CPA, CMA, MBA, CIA, SOX, MCS, DATG, GL

Education for Accounting / Financial Analyst

Typically a job would require a certain level of education.

Employers hiring for the accounting / 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, Business/Administration, Education, MBA, Communication, Economics, English, Business/Accounting

Skills for Accounting / Financial Analyst

Desired skills for accounting / financial analyst include:

Ability to apply GAAP
Business and legal principles
Experience working with SAP highly desirable
Business
Construction equipment
Excel
Experience working with JDEdwards highly desirable
Financial services industry
Financial statement modeling and business analysis
Insurance accounting in accordance with IFRS and US GAAP

Desired experience for accounting / financial analyst includes:

Excellent listening, organization, oral and written communications and interpersonal skills
Initiative, self-starter, proactive, “can do� attitude
Ability to analyze and interpret data, identify issues/opportunities and implement solutions
Ability to work across disciplines to resolve issues
BA in Accounting or Finance with proven academic excellence
5+ years of related experience (minimum 2 years of public accounting experience a plus)

Accounting / Financial Analyst Examples

1

Accounting / Financial Analyst Job Description

Job Description Example
Our company is looking for an accounting / financial 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 accounting / financial analyst
  • Provides necessary reports and analyses to internal and external auditors during the financial audit
  • Process gross commission files (trades, fees, trailers, referrals)
  • Perform a daily review of gross commission revenue including a daily reconciliation of gross commission between the source files, commission accounting system, and the general ledger
  • Review exception reports for any issues with the loading or processing of gross commission files in the commission accounting system
  • Review any exception requests with the manager and process approved commission adjustments in the commission accounting system
  • Administer sales codes for commission based employees, making sure to follow Compliance guidelines
  • Preparing data analysis and supporting schedules in connection with an annual audit and coordinating with both internal teams such as tax and legal, external auditors
  • Preparing reconciliations, journal entries, accruals
  • Prepare and / or assist with the preparation of the annual Canada balance sheet plan and perform monthly balance sheet analytics and reporting
  • Ensure accurate and complete accounting for various items, including but not limited to pension and blue box
Qualifications for accounting / financial analyst
  • 3-5 years of experience in the investment/insurance industry preferably within a securities accounting area
  • Solid understanding of financial accounting standards, insurance and investment management industry
  • Strong knowledge of IFRS/USGAAP/NAIC in relation to investment accounting and reporting would be ideal
  • Solid organizational skills, including the ability to effectively plan, prioritize multiple tasks and meet tight deadlines
  • Ability to build and maintain strong relationships and excellent communication skills
  • Comfortable with challenging the status quo
2

Accounting / Financial Analyst Job Description

Job Description Example
Our company is looking to fill the role of accounting / financial analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for accounting / financial analyst
  • Communicate with business area clients and/or partners to obtain necessary supporting information /documentation
  • Acts as liaison between finance and business lines to develop and maintain accurate and efficient budget methodology for assigned categories
  • Acts as liaison between finance and business units providing guidance involving financial issues
  • Assist sector finance leads, making sure all parties (business and finance) have full visibility over the status and outlook of their projects
  • Understand key business events which drive changes to the P&L
  • Gain an understanding of key financial contract terms and conditions and ensure appropriate judgement applied to financials including revenue recognition review of new business and ensure correct accounting treatment
  • Where required provide business partnering to support bid activity including preparing, checking and approving models
  • Decision support to the business project owners
  • Effective and efficient management of the accounting close process - Meet accounting close deadlines, ability to communicate and resolve issues with business partners
  • Participate in Third Party Reviews
Qualifications for accounting / financial analyst
  • Certified Public Accountant (or equivalent) preferred
  • 3-5 years of experience in Accounting or Finance, including experience in technical accounting, financial reporting and accounting research
  • Very good English skills, both speaking and writing
  • Technical accounting skills, including sound understanding of revenue recognition literature
  • Public accounting experience with knowledge in US GAAP, Big Four experience preferred
  • Excellent communication skills (oral and written) and customer focused approach
3

Accounting / Financial Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of accounting / financial analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for accounting / financial analyst
  • Effectively manage communications and relationships with business partners, corporate accounting, tax, internal and external auditors
  • Manage the forecast cycles with the business partners
  • Work closely with business partners in creating a complete and comprehensive metrics package, including both financial and operational metrics
  • Provides technical support to the Corporate Accounting department, preparing journal entries, monitoring, and correcting journal entry input, reconciling general ledger account balances for higher risk areas, investigating significant or unusual variances, identifying improvements to current processes, reviewing and editing consolidated financial statements and regulatory compliance reports, manage capital asset process for business unit
  • Attend project reviews to understand delivery issues and consequences on the finances
  • Where required get involved in preparing/resolving issues with the PRT
  • Supporting, as needed, the preparation and review of the financial models and audit packs (internal and external) relevant to projects
  • Responsible for producing required monthly slides & management information (P&L and Balance sheet)
  • Review and submit health check information where appropriate
  • Ad-hoc finance projects or project related work
Qualifications for accounting / financial analyst
  • Deep knowledge of Italian GAAP, statutory compliance and filings and the related requirements
  • Strong understanding of processes and controls
  • Excellent interpersonal and communication skills with both fluent English and Italian being mandatory
  • Dottore Commercialista and/or Revisore contabile, or equivalent
  • Results oriented personality, with a strong desire to exceed expectations
  • Knowledge of Oracle Financial Applications and Hyperion Essbase
4

Accounting / Financial Analyst Job Description

Job Description Example
Our company is growing rapidly and is hiring for an accounting / 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 accounting / financial analyst
  • Determine standard inventory cost for each business unit, and perform review of standard cost assumptions and variances, as required
  • Perform monthly intercompany profit elimination for inventory sales between business units
  • Support monthly and quarterly close processes for certain business units
  • Participate in training at the shared service center (Rochester, NY)
  • Support complex accounting areas such as impairment testing and stock based compensation with analysis and calculations
  • Prepare complex monthly account reconciliations
  • Review monthly account reconciliations, providing oversight and/or guidance as applicable
  • Facilitate the preparation and/or review of monthly consolidation and elimination entries
  • Review operating company financial statement variation analysis
  • Responsible for the execution of and maintenance of internal controls over financial reporting to ensure compliance with company policies
Qualifications for accounting / financial analyst
  • Deep knowledge of US & local GAAP, statutory filings and the related requirements, with exposure to international accounting standards (IFRS)
  • University degree in Accounting or Finance or ACCA, ACA, CPA or equivalent qualification
  • Bachelors Degree - Acccounting/Finance
  • CPA or CPA track preferred, not required
  • At least two plus years of related accounting experience in either a mid-sized or large company with multiple entities and exposure to consolidations process
  • 4+ years cost accounting and/or financial analysis experience in a manufacturing environment
5

Accounting / Financial Analyst Job Description

Job Description Example
Our innovative and growing company is looking for an accounting / 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 accounting / financial analyst
  • Ongoing liaising with internal business partners to maintain understanding of contractual obligations, related business activity, and ongoing relationship management for partner products
  • Planning and executing day-to-day general accounting activities and processes, which includes management of the Business Process Outsourcing provider (BPO) deliverables for the designated Business Unit/Territory
  • Ongoing communication with external business partners in relation to respective products
  • General ledger stewardship, review /approve financial statements and ensuring all business objectives are met
  • Provide the highest level of customer service to the end user business unit and/or international finance executives who rely on the accuracy and timeliness of the information provided
  • Develops relationships and provides support to the Regional Financial Analysis Manager, Regional Finance Directors, Finance Hub Vice President and staff at business units
  • Performs the monthly financial close for the Global IT business unit inclusive of reconciliations, data maintenance and financial proofs
  • Analyze and communicate significant variances to expected results (budget, forecasts and historical trends)
  • Review and communicate financial results with Manager, AVP, and the FP&A department
  • Work with cross functional groups to drive process improvements and changes to current systems
Qualifications for accounting / financial analyst
  • Familiar with US GAAP/IFRS and SEC requirements
  • Experience in a Big 4 public accounting firm is preferred
  • Minimum of 3 - 5 years of work experience, preferably in a large global corporate accounting department
  • MBA or CPA license is a plus
  • Oracle GL/Project Accounting and Hyperion Enterprise/Essbase experience preferred
  • Experience in consumer products or manufacturing/operations preferred

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