Analyst / Senior Analyst Job Description

Analyst / Senior Analyst Job Description

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Analyst / senior analyst provides operational and organizational support to the Financial Reporting processes and ensuring compliance with SOX requirements and IFRS.

Analyst / Senior Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Identify best practices and tools for project execution and management
Identify ways and implement solution to improve process for category hierarchy (spend categorization)
Execute project plans, communication strategy, risk mitigation and change management related to category hierarchy and other process improvements
Effectively communicate to team members and stakeholders in a timely and clear fashion
In collaboration with Project Lead, set and continually manage project expectations with team members and other stakeholders
Track project timelines, milestones and deliverables using appropriate tools
Deliver progress reports, requirements documentation
Identify, build, and develop any business relationships vital to the success of the project
Analysis with the regulatory reporting team
Assisting in the submission of stress testing data

Analyst / Senior Analyst Qualifications

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

Licensing or Certifications for Analyst / Senior Analyst

List any licenses or certifications required by the position: ITIL, CIA, CISA, MCP, PM, ESRI, WPP, SAS, RTO, CEC

Education for Analyst / Senior Analyst

Typically a job would require a certain level of education.

Employers hiring for the analyst / senior analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Accounting, Economics, Statistics, MBA, Graduate, Engineering, Technical, Computer Science

Skills for Analyst / Senior Analyst

Desired skills for analyst / senior analyst include:

Excel
Outlook
PowerPoint
SOX
SQL
SAS
SEC requirements and IFRS in analysis and scenarios
AirVision Schedule Manager
U.S. GAAP
Word

Desired experience for analyst / senior analyst includes:

Booking relevant out-turn trades
Monitoring and clearing Cash/Stock/Fobo breaks and fails relating to own files
Liaising with internal PB desk/Stock Loan desk/Prop desks
Liaising with external counterparties - Stock Lending, Brokers, Clients
Liaising with Custodians • Archiving files once complete
Bachelor’s degree in Computer Science, MIS, or equivalent experience is an asset

Analyst / Senior Analyst Examples

1

Analyst / Senior Analyst Job Description

Job Description Example
Our company is hiring for an analyst / senior 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 analyst / senior analyst
  • Ensure Investment Management systems reconcile with ISFA systems
  • Ensuring all life cycle events, such as coupons, assignments and expiries are actioned
  • Process and reconcile manual adjustments to the fund accounting system
  • Timely escalation of any issues or exceptions found during daily processing
  • Identification, escalation and suggestions to mitigate risks
  • To assist in various projects as required by participating in testing and implementation
  • Assist new members of the team in training and as first line support for daily operational issues
  • Accountable for the production, maintenance and enhancements of required financial reports
  • Accountable for the timely development and delivery of scheduled, new and ad hoc reports and change requests
  • Responsible for ensuring KPI (Key Performance Indicators) metrics and quality standards are adhered to and continuous improvement initiatives are embedded within Production & Development
Qualifications for analyst / senior analyst
  • Minimum of 5 year experience in Capital Markets
  • Previous experience in counter party credit risk or modelling preferred
  • Solid working knowledge of Hyperion (or other bank financial reporting systems) and other accounting and securities processing systems preferred
  • The successful candidate will have a sound understanding of Basel rules, Financial instruments & accounting principles
  • Project management and co-ordination experience, including the ability to trouble shoot and solve complex issues utilizing superior professional judgment
  • Experience in financial modeling is an asset
2

Analyst / Senior Analyst Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of analyst / senior 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 analyst / senior analyst
  • Write, maintain and promote PL/SQL code for all ad hoc reporting
  • Calculate and report production cost to complete
  • Process and pay development project deal memos
  • Perform general ledger maintenance on general ledger inventory accounts
  • Coordinate accounting activities for UK and Australian production transactions
  • Calculate and prepare production insurance claims
  • Prepare quarterly production insurance allocations
  • Prepare ad-hoc reports and/or special projects upon request
  • Import, reconcile and maintain hedge data base portion of EPIC system
  • Receive development project and term deal cost analysts requests
Qualifications for analyst / senior analyst
  • Experience with regulatory projects or BCBS239 principles an asset
  • Experience working with web analytics and digital advertising especially Omniture and DFP a major plus
  • 1-4 years of experience, preferably at least 2 years of public accounting experience is preferred
  • Knowledge of Hyperion Financial Management and Oracle
  • Only those with strong verbal and written communication and analytical skills need apply
  • 10-15 years of experience in financial modeling, advanced analytics – accessing, compiling, and analyzing large volumes of data into concise and precise information
3

Analyst / Senior Analyst Job Description

Job Description Example
Our company is looking to fill the role of analyst / senior 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 analyst / senior analyst
  • Support the continuous enhancement of the allowance for credit loss methodology
  • Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trends, future requirements and operating forecasts
  • Develops cost models to support manufacturing and analyzes actual costs to compare to models
  • Recognizing and recommending staff for awards to management, explaining rationale for the recognition
  • Manage audit and security controls in the Oracle and Hyperion finance systems
  • Manage support and issue remediation relating to finance systems, interfacing with Corporate IT as needed
  • Create and maintain data forms and financial reports for all Hyperion Applications
  • Provide Oracle financial reporting development and support as needed for finance monthly/quarterly/annual close activities and external audit inquiries
  • Analyze and report on the allocated costs of the Service Companies to help ensure transparency and that significant variances are understood
  • Keep up to date with accounting principle developments and regulatory accounting developments in order to ensure the optimization of best practices
Qualifications for analyst / senior analyst
  • Extraordinary Excel and Power Point skills a must!
  • CPA or CPA exam a plus
  • Minimum 3 years in public/private accounting environment required
  • Prior experience with investment holdings reconciliation is desired
  • Prior experience with investment applications
  • Bachelor’s degree in business/Accounting/finance designation
4

Analyst / Senior Analyst Job Description

Job Description Example
Our company is hiring for an analyst / senior analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for analyst / senior analyst
  • Prepare ad-hoc reports, analysis, and conduct special project as necessary
  • Interpret new and existing accounting standards and requirements
  • Prepare position memos related to ensure the Company and subsidiary companies comply with accepted standards and requirements
  • Support external audit, including preparation of related footnotes
  • Research and make recommendations for external reporting disclosures
  • Provide technical expertise, functional and end-user support for a variety of Financial Systems
  • Provide security support, both functionally and through automation and workflow
  • Install new releases of the application and provide quality assurance testing
  • Assist with the integration of acquisitions into existing enterprise applications
  • Provide support in the creation of query reports/programs, barcode solutions, educational sessions, general consulting and project managers if requested
Qualifications for analyst / senior analyst
  • Financial/Statistical/Budgetary MI Production experience including specific use of appropriate software, Excel
  • Strong understanding of direct marketing in digital channels
  • Passion for videogames is preferred
  • Good knowledge of pricing theory, stochastic calculus and numerical techniques used in derivative pricing (PDE/trees, Monte Carlo simulation, optimization)
  • Fast learner who grasps complex concepts and techniques quickly
  • Sufficient programming experience in C++ and VBA
5

Analyst / Senior Analyst Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of analyst / senior 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 analyst / senior analyst
  • Conveying important messages to Analysts and stakeholders in a timely manner where applicable
  • Providing feedback to Managers on Analyst performance and behaviours against deliverables and feedback
  • Willingness to take intellectual challenges
  • Versatility, ability to think both inside and outside of the box
  • Prepares complex and sophisticated cash flow and GAAP analyses, lease comparisons, lease restructures, lease vs
  • Makes recommendations to brokers, their clients, and other service line professionals
  • Reads, abstracts and analyzes complex legal real estate related documentation to include leases, financing/loan agreements, mortgage documents, partnership agreements, and corporate financial statements for relevant financial information that will impact the assignment
  • Prepares clear, concise, and presentation ready documentation and spreadsheets that support and explain the basis of the analyses for use in client presentations, proposals and/or reports
  • May assist and participate in strategy sessions in preparation for conferences with client
  • Gather requirements and ensure smooth delivery of reports by liasoning with multiple stakeholders and vendors
Qualifications for analyst / senior analyst
  • Two plus years of experience within consulting, I-banking or public accounting
  • Proficient in extracting MIS from Lotus Notes and other databases
  • Analysis and reporting on financial results
  • Analysis of benefit realisation and revenue
  • Newly qualified Big 4 Chartered Accountant
  • Strong communication and stakeholder engagement

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