Business Financial Analyst Job Description
Business financial analyst
provides timely metrics, trends, turnover reports, data analysis, and graphical representation to management as required utilizing HRIS, Excel, and other applications to manipulate, analyze, and logically present data to end users.
Business Financial Analyst Duties & Responsibilities
To write an effective business financial analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included business financial analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Reports periodically business performance, status and trends to Management and/or clients
Responsible for implementation of change requests (operational and/or IT related)
Communicates with client and/or management on all matters relating to projects
Identifies resource needs for projects
Gains knowledge of all financial services related processes and procedures
H/R responsibilities such as hiring administrators, performance evaluations and managing daily operational staffing
Availability for potential international or domestic travel for extended time periods
Responsible for maintaining fraud procedures
Perform balance sheet reconciliations for all businesses within dvision during and after close
Analyze monthly variances in comparison to prior month, prior year, and budget/forecast
Business Financial Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Business Financial Analyst
List any licenses or certifications required by the position: CPA, PMP, MBA, CMA, CBAP, CAMS, SAS, BA, CFA, CBIP
Education for Business Financial Analyst
Typically a job would require a certain level of education.
Employers hiring for the business 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, Business/Administration, Economics, Education, MBA, Business/Management, Mathematics, Information Systems
Skills for Business Financial Analyst
Desired skills for business financial analyst include:
Microsoft Excel
PBM and pharmacy benefit structure
AMS
Excel
Excel at a strong level
FAR
Federal Appropriations Law
Graphics packages to assemble
Manipulate data reports
Microsoft Excel to mine transactional data and identify trends within KPIs
Desired experience for business financial analyst includes:
Ability to independently navigate a large, complex organisation to get outcomes
Good understanding of IT systems, technologies and processes in a large banking or investment management operation, including risk management and information security
Good understanding of vendor applications / packages in the financial markets front-office space, preferably with experience implementing of these systems in previous positions
BA/BS degree required, 3-5 years’ experience in a similar role in a similar industry
Experience in a sales/client service group within a financial services/investment industry preferred
Experience as a liaison with the Technology team is a plus
Business Financial Analyst Examples
1
Business Financial Analyst Job Description
Job Description Example
Our company is looking to fill the role of business 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 business financial analyst
- Designs, develops, and implements new management information systems
- Builds statistical models and designs/modifies reports for management use
- Builds data analysis tools necessary to analyze a business or part of a business
- Understanding and interpreting written business requirements to support continued Basel changes and coding those changes using PL/SQL
- Creating Oracle tables and loading test files to validate changes
- Documenting test issues and re-testing until bugs are worked out
- If working on new application feeds, gaining a working knowledge of the business needs in order to write business requirements for new interfaces
- Reconciling the new application to general ledger
- Performs feasibility analysis, scopes projects, and works with the project team to prioritize deliverables, and negotiate on product functionalities
- Works closely with operations departments to assess and report performance
Qualifications for business financial analyst
- Ability to apply accounting and to determine best practices
- Demonstrated able to work all Microsoft Office application, including Access
- At least three years of corporate finance and accounting experience required
- Extensive experience working with Finance Systems / ERPs (SAP essential)
- Strong analytical ability to evaluate and produce month, quarter and year end reports
- Extensive knowledge of business and finance reporting and proficiency in using business systems and analytics tools
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Business Financial Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of business 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 business financial analyst
- Engage in annual budget and long-term planning process
- Act as financial lead in bids, owning the business case calculation
- Understand and apply CGI’s financial-, business- and delivery models
- Work with clients to validate financial assumptions during due diligence
- Guide and support bid teams, acting as a center of excellence
- Identify contractual terms and conditions with financial impact
- Advice on how to mitigate financial risk
- Advice and participate in contract negotiations and preparations
- Prepare and present material required for internal decision making and/or external presentations
- Contribute to the FBE team’s continuous improvement of financial models and methodology
Qualifications for business financial analyst
- Strong knowledge of business practices and processes related to budgeting, forecasting, and financial reporting
- Technical Engineering or Software Development background is preferred
- 5+ years of Accounting and Financial Analytics experience Required
- Nine or more years of experience doing progressively more complex business and financial analysis within a project or program environment such as scope definition, requirements gathering, business process re-engineering
- Significant understanding of financial terms, business processes, and financial reporting
- Advanced ability to develop efficient and effective analytic methodologies and approaches to generate value, address a broad range of operational and performance issues, execute the analysis in a timely, accurate and reliable manner, communicate findings clearly and concisely to diverse business leaders, key contributors and stakeholders
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Business Financial Analyst Job Description
Job Description Example
Our company is searching for experienced candidates for the position of business 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 business financial analyst
- Assists in developing training plans and training documents
- Work with Visio Charts, Process Maps and perform gap analysis
- Create complex queries to provide program statistics for management
- Analyze and interpret statistics to provide overview of findings
- Works with Finance staff in the development of project scope of work documents and project plans that include analysis of cost, benefit, work schedule, related risks and return on investment
- Possess a Bachelors degree from an accredited college or university with a major in Computer Science, Information Systems, Business Administration, Public Administration, Human Resources or related field
- Have four (4) years of full-time experience in computer system operations
- Oracle Fusion Finance experience is plus
- Peoplesoft or Oracle EBS experience preferred
- Considerable knowledge of computer operations and computer systems analysis
Qualifications for business financial analyst
- Experience in Business Requirements gathering and writing Epics, Features, User Stories
- Utilize SQL to support functional analysis and quality assurance testing
- Parlay functional requirements to technical staff members and give sprint demos
- Weekend Support will be needed
- On-Call support is required for (Priority 1) business critical issues
- Bachelor of Science degree in Accounting or Finance with 6+ years of relevant experience required (or Masters +3)
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Business Financial Analyst Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of business 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 business financial analyst
- Analysis of financial data (budgets/Plans, income statement, forecast ) and updating of presentations/charts
- Monitors and confirms business condition by conducting audits
- Manage Business Unit Market Segment Rules
- Compliance with SOX controls
- Assist with model data loads and validations
- Support Business Unit allocations for SG&A, R&D, and Other Income/Expense
- Provide ad hoc financial analysis for consolidated BU requests
- Build and maintain effective relationships to collaborate with Business Unit stakeholders
- Prepare and present various management reports that are specific to business unit needs
- Assist the business in formulating plans for their operations and provide information measuring performance against those plans
Qualifications for business financial analyst
- Proficiency in financial analysis principles
- Strong analytical skills detail oriented, organized, timely and accurate
- Ability to clearly communicate information through an appropriate method, reads and interprets complex information
- Proficient with analytical tools (ie
- Track record of success managing multiple projects simultaneously and meeting/exceeding expectations of working in a fast-paced environment
- Experience with SAP and business intelligence tools preferred but not required
5
Business Financial Analyst Job Description
Job Description Example
Our growing company is hiring for a business 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 business financial analyst
- Participate in Internal / external audits as need to provide data and or documentation
- Participate in workshops to complete discovery new projects presented to the team
- Contribute solutions and guidance in improving squad processes
- Innovation and continues improvement
- Client and team interaction with strong written and oral communication and listening skills
- Assist with corporate sponsored projects to identify and resolve issues, data quality checks
- Develop and maintain Product Requirements using standard templates in collaboration with Product Manager and other cross organizational team members
- Develop and maintain Product Business cases in collaboration with Product Managers, Business Unit Managers, and other cross organizational stakeholders including but not limited to Sales, Operations, Global Services, finance and Engineering
- Identify and evaluate several alternative solutions and help the team arrive at the best functional requirement set to meet the business need
- Make and implement recommendations for improved productivity, efficiency, accuracy, cost savings, safety, compliance, standardization and revenue production
Qualifications for business financial analyst
- Motivated, analytical and easy-going
- Dynamic and passionate about making the difference
- 5-10 years of related professional experience or equivalent combination of education and experience
- Must be well organized, detailed and excellent problem solver
- Ability to oversee multiple work streams and meet deadlines
- Willingness to work in a team environment, and in a proactive manner