Analyst, Financial Reporting Job Description

Analyst, Financial Reporting Job Description

188 votes for Analyst, Financial Reporting
Analyst, financial reporting provides oversight of the Company’s monthly internal financial statement package to ensure accurate and complete accounting and financial reporting.

Analyst, Financial Reporting Duties & Responsibilities

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

Sample responsibilities for this position include:

Calculate final Net Asset Values and Net Asset Value per Share
Manage Capital Asset accounting
Performing additional tasks utilizing Excel (V-lookups)
Design, develop and manage sophisticated payroll reports for payroll teams, legal and affiliate business partners external government agencies using current SAP system
IFRS compliance monitoring
Continue to develop knowledge base to keep current on existing and emerging issues in both accounting and banking
Develop recommendations and action plans to improve disclosures and improve processes to eliminate or mitigate observed risks
Analyze peer disclosures and identify reporting trends and areas of improvement
Perform maintenance on existing schedules and reports for changes to information
Document, evaluate and improve design of reports and processes to ensure that analytical tools evolve as business changes

Analyst, Financial Reporting Qualifications

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

Licensing or Certifications for Analyst, Financial Reporting

List any licenses or certifications required by the position: CPA, COSO, MBA, CPE, CIMA, CFA, ACCA, CMA, CGFM, BI

Education for Analyst, Financial Reporting

Typically a job would require a certain level of education.

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

Skills for Analyst, Financial Reporting

Desired skills for analyst, financial reporting include:

Financial closing
Reporting and analysis processes
Financial statement preparation
Generally accepted accounting principles and financial statement preparation
Sound accounting principles and standards
Consolidations and reporting on a global scale

Desired experience for analyst, financial reporting includes:

Participate in New General Ledger Account meetings to ensure general ledger infrastructure and chart of accounts supports SEC reporting needs
Monitor monthly internal financial statements and assist in the identification and resolution of related accounting and presentation issues
Assist in ensuring proper Sarbanes Oxley documentation in connection with SEC filings
Assist with implementation and recurring compliance of various technical accounting standards
10-Q, 10-K preparation
Prepare corporate financial statements and compile monthly Blue Books

Analyst, Financial Reporting Examples


Analyst, Financial Reporting Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of analyst, financial reporting. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for analyst, financial reporting
  • Reporting of P&L, Balance Sheet, footnote schedules and Inter-company results to Headquarters
  • Income Statement trend and variance analysis
  • Monthly preparation of roll forwards/reconciliation
  • Assist in developing budgets for Function/departments
  • Demonstrate knowledge of legal entities including month-end journal entries, cash reconciliations, and balance sheet substantiation
  • Review all P&L and balance sheet intercompany breaks
  • Resolve issues during month-end close
  • Monitor, review and analyze territory monthly financial packages and prepare required reconciliations and adjustments, including monitoring SOX documents for proper documentation
  • Responsible for account analysis and reconciliation's for various balance sheet accounts
  • Preparation of various monthly journal entries
Qualifications for analyst, financial reporting
  • Assist in preparation of monthly Corporate reporting including profit/loss, cash flow, and balance sheet
  • Assist Management with Corporate special requests
  • Use various computer applications and work with IT to troubleshoot and resolve system issues for multiple programs
  • CPA (certified or in process)
  • 1-3 years of experience in accounting, including a minimum of 1 year with a National Accounting Firm, experience with public companies is required
  • Analytical and extremely detail oriented and deadline driven, with the ability to prioritize, focus, and thrive in a high paced multi-tasking environment, while maintaining accuracy in all functions

Analyst, Financial Reporting Job Description

Job Description Example
Our growing company is looking for an analyst, financial reporting. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for analyst, financial reporting
  • Review of general ledger accounts and performs validations to ensure properly stated…
  • Preparing business recommendations based on financial analysis
  • Driving net income optimization through sales, margin, and expense analysis
  • Analyzing customer profitability, productivity and financial performance
  • Preparing business case and ad hoc analyses as needed
  • Assisting business leaders in the preparation of budgets and forecasts
  • Leading complex, integrated projects that require involvement of various areas of the business
  • Audit lead for investment funds for assigned clients
  • Consolidate bi-annual budget and prepare related schedules
  • Consolidate monthly forecasts and prepare related schedules
Qualifications for analyst, financial reporting
  • CPA designation or equivalent accounting professional qualifications will be preferred
  • 2+ years of Big 4 Public Accounting experience with exposure to different industries
  • Experience with Oracle or other top tier accounting software is a plus
  • 3 - 5 years Financial services / accountancy experience
  • Auditing and accounts preparation experience
  • Minimum of 5-10 years financial experience

Analyst, Financial Reporting Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of analyst, financial reporting. 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 analyst, financial reporting
  • Executive presentations – Supports completion of monthly, quarterly, and annual presentations for CEO/CFO use and presentation to corporate
  • Annual planning process – Responsible for reporting and validations throughout the plan process completion of the annual Plan Book reporting in a timely manner once plan has been completed
  • Assist with other analytics, projects, and requests as needed including forecast consolidation and cash flow processes
  • Preparation of monthly financial statements and reporting packages
  • Maintain accounts and cost centers for reporting purposes
  • Audit lead – work with internal departments to provide audit reports & responses to audit queries on agreed upon timelines
  • Reviewing and recording monthly journal entries account reconciliations
  • Ensuring monthly close deadlines are met
  • Prepare and account for monthly outlooks and annual budgets for ~30+ entities
  • Analyzing and rectifying improper financial statement activity
Qualifications for analyst, financial reporting
  • The Revenue Transfer Pricing process repatriates Profit and Loss back to the entity that is bearing the risk
  • Cost Recharge involves ensuring costs are recharged from the booking location to the benefiting location to support matching principles under accounting
  • The Finance Transfer Pricing staff is responsible for ensuring implementation of arrangements regarding revenue transfer pricing, sales credit and cost recharges
  • CPA, CGFM, CDFM preferred
  • 3-5+ years of business planning and/or financial investment experience
  • Capable of demonstrating solid analytical thinking

Analyst, Financial Reporting Job Description

Job Description Example
Our growing company is looking to fill the role of analyst, financial reporting. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analyst, financial reporting
  • Prepare and circulate fixed asset reconciliation reports and project status reports. 
  • Maintain and monitor information necessary for fixed asset and lease accounting/disclosures
  • Business partnering with various internal teams external partners
  • Perform internal audit and SOX tests
  • Compile and produce legal financial statements with applicable notes
  • Complete Statistics Canada surveys
  • Assists with monthly analysis or reconciliation in BlackLine
  • Act as business partner with various stakeholders
  • Recommend and implement process and system improvements
  • Produce follow-up reports and variance analyses, as needed
Qualifications for analyst, financial reporting
  • Understanding of financial statements and reporting a plus
  • Must have strong analytical and problem solving skills and the ability to work with diverse groups of internal clients
  • 3-5 years’ experience in a mid to large size organization
  • Experience with enterprise incident management tool such as Call Management System (CA tool AHD)
  • Strong problem solving, time management, prioritization, delegation and organizational skills
  • Bachelor’s Degree (or 4 years of equivalent work experience), preferably in Accounting, Finance, or related field

Analyst, Financial Reporting Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of analyst, financial reporting. 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 analyst, financial reporting
  • The Analyst is responsible for the creation and delivery of a variety of reporting projects, including maintaining and updating Access models, reconciling client’s excel files to system results and assisting clients as needed
  • Responsible for HFM enhancements, process improvements and any other special projects delegated from management
  • Prepare/record journal entries
  • Analyze, research, and report on both monthly National Center financial activities and on an ad hoc basis
  • Prepare basic journal entries as part of monthly close analysis cycle
  • Analyze and report on budget changes and requests that are submitted by Budget Managers
  • Calculate and prepare portions of the National Center budget
  • Provide high quality, timely customer service to internal and external customers
  • Assist in annual financial audit by preparing year-end journal entries, work papers and analyses
  • Prepare balance sheet and cash flow statement on a monthly/quarterly basis
Qualifications for analyst, financial reporting
  • 3 to 5 years Corporate Accounting Experience (would consider 2-3 years of Public Accounting)
  • Ability to manage change and work in a team
  • Experience in finance or commercial finance processes, business or data analysis, or a B Com degree, are preferred
  • Experience working with and utilizing large data sets
  • Prior experience with employee services processes in a shared services environment
  • Willingness to work to the requirements of the role, especially at month-, quarter- or year-end stretch times

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