Associate, Finance Job Description
Associate, finance
provides advice on the financial implications of business activities and accountable for financial business cases to drive key strategic decisions.
Associate, Finance Duties & Responsibilities
To write an effective associate, finance job description, begin by listing detailed duties, responsibilities and expectations. We have included associate, finance job description templates that you can modify and use.
Sample responsibilities for this position include:
Intercompany reconciliation for the GlobeOp Group entities in UK, Europe, US and India
Ensure all journal entries recorded by the Consumer Banking Accounting team are in accordance with GAAP and include appropriate supporting documentation, completing monthly subsidiary schedules
Processing transactions and transferring data into compliance and Form PF system
Reconciling data in the Form PF system to the accounting system third party reports
Reviewing answers to any Form PF questions to ensure accuracy
Researching, analyzing and resolving discrepancies
Assisting with implementation of new Form PF Clients and special projects
Supporting product release testing
Building and maintenance of security master and related data
Working with both accounting and risk teams to ensure processing is efficient and accurate
Associate, Finance Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Associate, Finance
List any licenses or certifications required by the position: CPA, CFA, WHT, MWBE, PMP, PM, CMA, PMI, LSS, TDS
Education for Associate, Finance
Typically a job would require a certain level of education.
Employers hiring for the associate, finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Economics, Education, Business/Administration, Management, Accountancy, Graduate, Associates
Skills for Associate, Finance
Desired skills for associate, finance include:
SAP
Accounts payable activities Invoice processing and payment disbursement
ERP and other financial planning system
US GAAP
HFM would be an added advantage
SQL
EPM
MS Excel
Company and departmental practice and procedures related to department activities
Financial and business implications of general business practices
Desired experience for associate, finance includes:
Bachelors or Masters in Accounting or Finance, CPA and audit experience preferred
Four years of experience in the Financial industry (Banking preferred), with knowledge of financial markets, product control, catalog of Global Markets’ products and financial statements
Advance knowledge of Capital Markets products as Interest Rates Swaps, Cross Currency Swaps, Interest Rate Options, Fixed Income Securities, CDS, CMOs
Must be able to multi-task and demonstrate analytical/problem-solving skills
Analysis for capital planning, balance sheet and funding
Providing the Head of Finance and Management Committee with financial information and synthesis to support business decisions
Associate, Finance Examples
1
Associate, Finance Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of associate, finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate, finance
- Manage cash flow–daily/weekly bar sales, box office tickets sales
- Reconcile weekly box office sales settlements for each show/licensee and settle with each show in a timely manner
- Handle daily banking matters and bank reconciliations
- Provide support for profit and loss computation
- Assist with position reconciliation
- Support trade settlements and break investigations
- Analyze liquidity
- Oversee cash management
- Analyze and report new exotic and structured trades
- Validate, review, and analyze financial data for the Equity Derivatives trading desks
Qualifications for associate, finance
- Maintain the in-house general ledger application
- Ensure that general ledger account and center maintenance completed in a timely and accurate manner
- Communicate and partner with cross functional teams to produce accurate information
- Adhere to strict monthly deadlines
- Process journal entries (e.g., salary accruals, overhead to production reclasses)
- Prepare overhead schedules in detail against budget and forecast for Animation and Executive team overseeing the Digital group
2
Associate, Finance Job Description
Job Description Example
Our innovative and growing company is hiring for an associate, finance. 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 associate, finance
- Investigating and resolving customer queries
- Assisting with month-end closing
- Perform research, analytics, and financial modeling required to complete a transaction
- Produce extensive financial analyses to structure both straight forward and complex bond offerings
- Prepare proposal and presentation materials to solicit new business opportunities and market securities to a broad base of investors
- Take increasing role on client coverage teams and in formal and informal presentations
- Associates will work on a variety of projects including analysis related to operations for a particular area
- Provide decision support to the Facilities FP&A Manager on business initiatives, which includes analysis of options, budget effect, and business case
- Run spend approval machines in Facilities Department for all structural and capital spend
- Maintenance of master chart metadata and account ownership
Qualifications for associate, finance
- Previous experience with Aged Accounts Payable Reporting / Receivable Reporting, Client Billing / Service, Reconciliations, and Month End Close
- Knowledge of MAS 90 Accounting system
- Associates are involved in every aspect of our business and play critical roles on banking teams serving a broad base of clients
- Bachelor degree with concentration in Finance, Business, Economics, or other
- Coordinating user changes with the IT department and managing user group updates
- Providing user help desk support and collaborating with publisher on issue resolution for US & UK
3
Associate, Finance Job Description
Job Description Example
Our innovative and growing company is hiring for an associate, finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for associate, finance
- Calculate the GAV
- Interact with clients, counterparties, and internal software development groups daily
- Work closely with colleagues in international offices
- Analyzing detailed business and financial information of prospects
- Producing and discuss transaction approval documents
- Building detailed financial/cash flow projection models
- Performing valuation analysis
- Conducting independent industry research studies
- Presenting findings to team and Credit Committees, and (8) manage accounts post close
- Manage the preparation of budgets and forecasting and report to management on key variances
Qualifications for associate, finance
- 10 -15 years demonstrated ability to manage large, multi-phase/multi-year projects or programs with standard project management tools, methodologies, and frameworks
- 1-3 years experience in an OCC –regulated financial institution
- Technical skills including thorough knowledge of Microsoft Office applications particularly Excel and Word
- Basic finance and accounting skills and knowledge including financial statement analysis
- Provide and interpret financial information and reports to management
- Meet with department’s senior manager heads monthly to develop and update budgets
4
Associate, Finance Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of associate, finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate, finance
- Review the invoice exceptions and report to local offices across Europe & Asia-Pacific for resolution
- Supports analytical and business frameworks quantitative approach to decision making that shape the overall strategic course of the organization
- Involvement in all phases of financial SEC reporting processes
- Researching and documenting complex GAAP and SEC reporting requirements
- Supporting quarterly reviews and annual audit
- Updating and maintaining the database for making and tracking clinical trial payments
- Assisting in Sarbanes-Oxley 404 documentation and support Sarbanes-Oxley 404 internal testing
- Reviewing and approving invoices for payment, accurate recording/coding of information to automated system, ensuring appropriate vendors are paid and payments are made on a timely basis
- Proper and timely recording of financial transactions in the general ledger in accordance with GAAP
- Preparation of budgets and monitoring actual vs
Qualifications for associate, finance
- Bachelor's Degree or above with 6-8 years’ experience in managing and analyzing financial performance on large contracts
- Must hold a current Secret DoD Clearance
- Broad technical knowledge – analytical, technical reporting, and financial control skills
- Experience in the usage of computers and office software packages (MS Word, Excel, ) and spreadsheet and database packages, experience in handling of web based management systems
- Strong financial systems expertise, including both general ledger and budgeting systems
- Knowledge of office administration and bookkeeping procedures
5
Associate, Finance Job Description
Job Description Example
Our growing company is looking for an associate, finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate, finance
- Distributes incoming mail and prepares outgoing mail
- Books travel for staff
- Meeting logistics, setup and preparations
- Conducts special projects as requested according to established deadlines
- Develops and analyzes data to support management reports, forecasts, and plans
- Coordinate files for write offs and work closely with our system partners by attending requirement meetings, reporting defects and following up on the resolution
- Support preparation and review of monthly, quarterly, and ad-hoc financial presentations and models for executive leadership team, board of directors, and other stakeholders
- Actively participate in all budget and forecast processes
- Develop modeling tools to support critical decision-making and guide strategic thinking around P&L and key financial and operating metrics
- Support development of annual strategic plan (P&L, FCF, steady state FCF, and balance sheet)
Qualifications for associate, finance
- Experience providing business management with insightful, relevant and timely financial reporting
- Proven ability to work cross functionally to develop financial plans
- B.Com, M.Com, CA Inter
- Have a flare for numbers, works well with people, anticipates impact of workload / timelines
- Knowledge of Book-keeping and Accounting principles
- Meticulous and focused in your work