Analysis Specialist Job Description

Analysis Specialist Job Description

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Analysis specialist provides business and data analysis to large, cross line of business initiatives; analyzing and documenting key business discussions and requirements.

Analysis Specialist Duties & Responsibilities

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

Sample responsibilities for this position include:

Support the groups objectives to streamline processes and manage costs
Using tools to create reports and query objects
Creates and maintains statistical reporting tools to support the specific discipline
Monthly expense results validation, reporting, and analysis for actual versus budget and forecast
Preparation and/or review of monthly results presentations for senior leaders of each function
Quarterly forecast and multi year plan development
Annual budget preparation and analysis
Monthly or quarterly results and forecast review with senior leaders and/or their directs
Cross functional projects in support of G&A Consolidation area
Develop strong relationships with business partners, Life Finance groups, and peers in the Finance Shared Services (FSS) group

Analysis Specialist Qualifications

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

Licensing or Certifications for Analysis Specialist

List any licenses or certifications required by the position: CPA, IIBA, IA, FAA, CBAP, RCW, PMP, SAS, PBA, CPI

Education for Analysis Specialist

Typically a job would require a certain level of education.

Employers hiring for the analysis specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Finance, Computer Science, Accounting, Management, Education, Engineering, Industrial Engineering, Economics, Technical

Skills for Analysis Specialist

Desired skills for analysis specialist include:

Tools
Processes
Ability to analyze these requirements to ensure the success of a system
Ability to leverage that information in creating customized customer solutions
Ability to use tools and techniques for analyzing and documenting logical relationships among data
Analyze and record business functionality and non-functionality requirements
Anticipating
Approaches
Both internal and external
Business guidance to clients

Desired experience for analysis specialist includes:

Providing the senior leadership team with daily, weekly, monthly and Quarterly reporting on rate volume variances
You’ll need to show us outstanding communication skills at all levels, along with the ability to quickly identify customer needs
Establish and maintain close working relationships with the regional finance teams
The incumbent should have a good understanding of the end-to-end workflows among the Front, Middle, and Back Offices, within at least one financial market area
Recent hands on experience in creating detailed business requirements and data flows
Undergraduate degree in Accounting or Finance, with a minimum of 3-5 years of prior work experience in a Financial Reporting role

Analysis Specialist Examples

1

Analysis Specialist Job Description

Job Description Example
Our company is looking to fill the role of analysis specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analysis specialist
  • Manage and establish an efficient and integrated setup of interfaces between Payroll, Compensation & Benefits, HR Controlling and Finance to have strong Headcount, Budget and Costs tracking processes in place
  • Ensure processes are in line organization compliance procedures
  • Partner with HR for forecasting and actual results related to headcount and compensation, both domestically and internationally
  • Ensure accurate, timely and insightful expense reporting to key PREI stakeholders
  • Involved in the preparation of forecasted expenses and corresponding analysis
  • Preparation of fund and product level P&L analysis for portfolio managers and regional heads
  • Partner effectively with PREIs domestic and foreign contacts key corporate functional partners in NJ
  • Drive process improvement to create more accurate and actionable data in a more efficient manner
  • Complete special projects and various ad-hoc requests
  • Support the client rate-setting process, applying reset formulas to fixed income portfolio metrics
Qualifications for analysis specialist
  • Manage multiple small projects and/or lead specific sections of large projects to implement solutions to business problems
  • Support and drive the transaction execution process for new and existing contracts
  • Prepare effective written client communications including investment review presentations
  • Support the development of unique solutions to meet specific client needs
  • Team-oriented, with a desire to build collegial relationship
  • Minimum of 2 years of financial services experience required
2

Analysis Specialist Job Description

Job Description Example
Our company is looking to fill the role of analysis specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analysis specialist
  • Manage calendar of catalog drops
  • Support the Inventory Data Specialist as needed during peak times
  • 1-3 year of relevant work and/or educational experience
  • Highly proficient in all Microsoft Office programs
  • Problem solver who can work independently and with a team
  • Quick learner who can take initiative and assumes accountability
  • Gathers, identifies, and relates geopolitical, socio-economic and international relations data from multiple sources and information systems
  • Analyzing developments in industry
  • Researching popular new program offerings that lead to high demand careers
  • Keeping current with developments and/or initiatives
Qualifications for analysis specialist
  • Strong teamwork, writing and communications skills
  • Technical/Working knowledge of consumer products operation (video cameras, cameras & printers), including computer connectivity and OS compatibility
  • Working knowledge of MS Word, intermediate Excel, and PowerPoint
  • Systems requirement management - liaising between the business / Business Analyst, Technology, vendors, business stakeholders, and other subject matter experts to plan, elicit, analyze, document, communicate and manage system requirements
  • Assessing current capabilities, understanding high-level business requirements and applying technical background/understanding in the development of system requirements and functional documents
  • Assessing the needs of a business client and looking for opportunities to develop and grow the business through effective use of technology
3

Analysis Specialist Job Description

Job Description Example
Our growing company is hiring for an analysis specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analysis specialist
  • May perform presentations
  • Securely collects, cleanses, standardize, transforms and stores data from various sources ensuring data integrity
  • Participates in the collection of data
  • Responsible for regularly auditing data input
  • Assists in preparing presentations to stakeholders and university administration
  • Assists with the development of long-and short-range goals
  • May represents the department/college and serves on various department and university committees
  • Set up, communicate and maintain an integrated headcount planning and tracking process for the Center
  • Responsible for personnel and non-personnel cost planning for captive center HR cost centers
  • Analyze variance in payroll data for specific employees and provide information to leadership team on variance
Qualifications for analysis specialist
  • Solid quantitative skills and comfort with quantitative analysis
  • Supporting project / delivery team development, testing, change management, operational readiness
  • May provide operational / process related analysis and support
  • Take a proactive role in working with and liaising with business partners to provide research, analysis and documentation of business process improvement opportunities and business requirements
  • Provide hands on technical and scrum support to the AVP, Fixed Income Cash Technology
  • Develop and understand new business requirements, conduct business analysis for projects
4

Analysis Specialist Job Description

Job Description Example
Our growing company is hiring for an analysis specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analysis specialist
  • Deliver against timely, ongoing fact and data based human capital decisions in line with legal and policy requirements (e.g., SOX, internal policies, local legal requirements such as income tax )
  • Works closely with the Center leadership team and Finance to ensure solid planning during AC/Monthly Update
  • Track progress against future state design and targets for the center
  • Responsible for development and delivery of HR metrics for the center
  • Approver for internal purchases in order to have visibility on cost center charges that could impact operational budget
  • Extensive modeling to develop quarterly earnings projections, along with robust scenario analysis functionality capacity and resource planning
  • Does data reduction using Excel templates, MATLAB programs, or similar, when required
  • Supporting strategic initiatives throughout the business, including identification of revenue growth opportunities and projects to reduce unit costs
  • Work closely with business partners to develop cost-benefit analysis for strategic projects
  • Support annual expense / budget analysis for use in product pricing
Qualifications for analysis specialist
  • Create summaries and presentations about technical market analysis comprising of market segmentation, geographic and climatic characteristics, competitor cars and their accessories, technical features in the markets, locally available technologies among the suppliers, price ranges
  • Control documentation QA / QC experience
  • Collaborate and manage relationships with business leaders, IT groups and vendors to ensure issues are communicated clearly and accurately
  • Effective identify, define and document detailed business and system requirements with the involvement of business subject matter experts utilizing Agile, SDLC, Iterative and Waterfall methodologies
  • Support the development & QA teams as required
  • Translate business requirements into technical specification, including process flow and data model documents
5

Analysis Specialist Job Description

Job Description Example
Our company is growing rapidly and is looking for an analysis specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analysis specialist
  • Evaluate and implement actions to simplify and stream-line FP&A processes
  • Prepares and maintains audit process documents and details of findings and conclusions
  • Reviews eligibility files to verify data (e.g., number of lives, types of coverage, ) against internal records
  • Develops and maintains effective relationships with internal function (Maintenance, Production, ) peers
  • Analyze business requests/requirements and work with QNXT developers to define functional solutions to address complex business needs
  • Develop familiarity with application data and data stores across the HealthCare business and develop expertise in logical data mapping to be applied on Integration projects
  • Help to make decisions about the feasibility of various options that are in alignment with strategic goals and application & integration solutions capabilities and purpose
  • Provide comprehensive consultation to business unit and IT management and staff at the highest technical level on all phases of the project development cycle
  • Clarify requirements for QA and UAT staff
  • Work closely with the project manager/scrum master to groom the product backlog
Qualifications for analysis specialist
  • Strategic Problem solving methods (5 Why’s / 7D’s / Ishikawa Fishbone / … )
  • A Bachelor’s Degree in Business and an MBA or related business education
  • Integrate technical solutions with the business environment, recognizing systems interdependencies, reusability and ensuring seamless delivery
  • Assist in translating requirements into test conditions and expected results for product, performance and user acceptance testing
  • Serve as a resource for the Business Readiness team during evaluation of training and performance support needs and the design of the training and performance support products
  • Manage the development, delivery and/or support of products and services for a range of clients to support them in meeting business objectives/goals

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