Associate Financial Analyst Job Description
Associate financial analyst
provides leadership across accounting including account reconciliations, closing processes, financial systems maintenance, and general ledger data consistency/integrity.
Associate Financial Analyst Duties & Responsibilities
To write an effective associate financial analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included associate financial analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Demonstrates basic use of tools, including Excel, PowerPoint
Perform additional ad hoc finance and accounting duties as required
Ensure accurate and timely completion of reporting deliverables in advance of Quarterly Business Reviews, Monthly Business Reviews
Work directly with global business partners and help them with the daily finance needs
Creation of new reports whenever there is a business team request for new report/ info
Regular interaction with various business partners who are operating from different locations across globe
Ensure accurate and timely monthly, quarterly and year-end closing for multiple entities
Record journal entries and perform required reconciliations as part of the close process
Assist in the preparation of required footnote disclosures for the quarterly and annual filings
Prepare quarterly balance sheet reconciliations and Profit and Loss fluctuation analysis
Associate Financial Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Associate Financial Analyst
List any licenses or certifications required by the position: CPA, CMA, RMA, CFA, ALM, MBA
Education for Associate Financial Analyst
Typically a job would require a certain level of education.
Employers hiring for the associate financial 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, Accounting, Business, Economics, Education, Business/Administration, Associates, Finance/Accounting, Communication, Mathematics
Skills for Associate Financial Analyst
Desired skills for associate financial analyst include:
Excel
Financial systems and general accounting concepts
Statistical and research methodology helpful
Accounting
Budgeting
MS Excel
MS applications
Ad hoc reporting
Inter-relationship between operating systems and the general ledger
PC hardware and tools
Desired experience for associate financial analyst includes:
Should be an MBA with Finance with CA or CWA preferred
1-3 years’ experience in a divisional or corporate role (internal management reporting, forecasting, planning, analysis)
Strong written and oral communication skills that enable clear and concise communication to all levels of management
Willing to work in shifts to enable interaction with team working in different time zones
Maintain bank accounts, review bank statements and research and reconcile all discrepancies
Prepare supporting documents for audits and coordinate the audit process
Associate Financial Analyst Examples
1
Associate Financial Analyst Job Description
Job Description Example
Our growing company is looking for an associate 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 associate financial analyst
- Assists with budgeting process
- Comfortable interacting with Sr
- Prepare and analyze monthly financial and operating reports including but not limited to monthly operating statements, forecasts, monthly variance analysis, and budget data
- Assist in the preparation of monthly forecasts, annual budgets, and long range plans
- Responsible for project work that will rotate and cut across several different financial disciplines including, but not limited to FP&A, new product development, manufacturing investments, and in-market investments
- Engage in assignments that have a low to moderate level of complexity of assignments
- Use ability to understand the “big picture” view
- Analyze financial trends
- Conduct planning and forecasting activities
- Analyze financial variances
Qualifications for associate financial analyst
- Some interaction with MB Treasury for balance sheet forecasting and capital inputs
- Creation and maintenance of procedural documentation for all duties
- Experience in forecasting, cash flow analysis, understanding concepts behind valuations
- MS Office suite, Essbase, and data handling proficiency preferred
- Ability to identify issues, seek solutions and gain consensus regarding outcome Ability to build relationships with a diverse group of both technical and non-technical resources
- CFA or CPA candidate preferred
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Associate Financial Analyst Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of associate 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 associate financial analyst
- Under guidance prepares standardized and ad hoc reports and/or journal entries in a timely, accurate and efficient manner
- Responsible for executing financial controls
- Under guidance supports financial and operational processing, including data management
- Contributes to a culture of innovation actively seeking ways to enhance the capability and performance efficiency, efficacy and success of Treasury
- Research and communicate with upstream data providers to resolve issues that are affecting data and reporting capabilities
- Match deposits to bank statements daily and apply cash application to ERP systems
- Maintain responsibility for month end closing journal entries and reconciliations as required, lease receivable billings and cash application
- Prepare personal expense accruals for payroll, vacation, and bonuses with review of overall personnel expense during month end closing
- Monitor and reconcile pension accounts and upload contributions to benefits provider
- Monitor and update headcount listing, working with Human Resource department to ensure accuracy
Qualifications for associate financial analyst
- 1-3 years of financial analysis experience in real estate finance area
- Possess a competency in basic mathematics and a proficiency in working with numbers Demonstrates attention to detail and can perform basic error free analyses efficiently
- A working knowledge of ARGUS, ProCalc, and other financial / analytical software is an added benefit
- During critical reporting periods overtime is expected (including weekends, evenings and holidays)
- This is the perfect opportunity for someone who wants to start their career within Financial Services
- The organization has recently implemented strict controls on overtime to address the industry-wide issue with work/life balance
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Associate Financial Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for an associate 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 associate financial analyst
- Corporate card relationship management
- Reviews and analyzes bank fees
- Other ad-hoc items as needed
- Please note this job description is not designed to cover nor contain a static listing of activities, duties or responsibilities
- Support annual PMO financial planning
- Support SOX compliance activity
- Provide ad-hoc reports and analysis as requested by the PMO
- Responsible for payroll review and reports
- Provides support to the Physician and Midlevel Providers regarding payroll concerns
- Prepares and produces month-end and ad-hoc reports for internal and external use
Qualifications for associate financial analyst
- Minimum of 1 year experience with SAP or other ERP system is required
- Proven, accountable owner of process and tools is preferred
- Ability to problem solve and troubleshoot issues is necessary
- Ability to communicate effectively with technical and non-technical team members is necessary
- Must exhibit tact and diplomacy
- Telephone and written etiquette is essential
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Associate Financial Analyst Job Description
Job Description Example
Our growing company is looking for an associate financial analyst. 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 financial analyst
- Incorporate basic understanding of accounting concepts into analysis
- Respond quickly and accurately to customer requests, including special projects and other duties or analysis as requested by plant or divisional leadership
- Will be responsible for overall management of short-term forecast/budget process and may also provide long term strategic planning - budgets, forecasts
- Report to high level executive team with managers, presenting reports and relaying data updates
- Working with with Finance Managers to build their book of business and provide support functions such as portfolio analysis, account maintenance, and client coordination
- Recording of journal entries in Oracle and reconciling account balances
- Interfacing with other groups throughout the firm
- Extensive interaction with auditors during quarterly reviews and year-end audit
- Assisting in the monthly, quarterly and annual close of the public company
- Assisting in the completion of all consolidated financial statements (Balance Sheet, Income Statement, Partners’ Capital, Cash Flows)
Qualifications for associate financial analyst
- 1-3 years of Accounting experience required, 1-2 years in IT Finance preferred
- Background in automated financial systems and modeling tools including Excel, Access, SAP
- Limited use and/or application of basic financial analysis principles, theories, and concepts
- Proficient in PC based word processing and spreadsheet applications required
- Knowledge of statistical and research methodology helpful
- PC proficiency required in Microsoft Office with a strong emphasis on Excel
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Associate Financial Analyst Job Description
Job Description Example
Our company is growing rapidly and is hiring for an associate financial analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate financial analyst
- Generates trending analysis or reporting on a monthly and quarterly basis
- Assists business owners with compliance towards budget targets and policies
- Participates in the preparation of annual budgets, monthly forecasts and special finance projects as needed
- Prepares standard financial and operational reports for business units and Corporate Finance
- Prepares various financial entries and analysis and reconciliations to assist in the financial close process
- Work within credit collections team
- Allocation of cash to customer accounts (complex cases, including those that require investigation) that have been escalated by IBM and determine appropriate rectification in S/L, G/L
- Month end close for AR Sub- ledger including, preparing analysis of all reconciling items, determining, and creating the required Journal entries for necessary accruals within 20 different divisions
- Journal entry recording, auditing and reconciliation of multiple accounts
- Creating detailed line item account reconciliations from the ground up
Qualifications for associate financial analyst
- Working knowledge of IFRS, US GAAP and SOX regulations required
- Experience with structured ERP, Oracle or SAP and consolidated Reporting systems
- In addition to education and experience, it takes a keen sense of detail and exemplary organizational skills to succeed in the field
- Production of quarterly reports including Basle II, structural interest rate sensitivity, maturity of balance sheet and other financial information
- Maintenance of the accounting records for a number of SPV companies
- Production of the SPV for inclusion in the wider UK subsidiaries consolidated P&L and Balance Sheet