Entry-Level Financial Analyst Job Description
Entry-level financial analyst
provides expertise in the area of office automation software, including Microsoft Word, Power Point, Excel and Outlook.
Entry-Level Financial Analyst Duties & Responsibilities
To write an effective entry-level financial analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included entry-level financial analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Ensure business decisions are grounded in sound financial analysis (NPV, ROI, Pay-back, Make/ Buy)
Earn the trust of the key business stakeholders
Responsible for partnering with Facilities, IT and ad-hoc support on R&D analysis
Execute the monthly forecast process and all its deliverables
Modeling P&L scenarios and What/If Analysis
Responsible for budget process and timely execution of the deliverables
Support scenario updates to Corporate
Support month-end and quarter end closes with Accrual entries
Responsible for evaluating life insurance policies
Provide analytical support for the financial underwriting
Entry-Level Financial Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Entry-Level Financial Analyst
List any licenses or certifications required by the position: SOX, CFA, CPA
Education for Entry-Level Financial Analyst
Typically a job would require a certain level of education.
Employers hiring for the entry-level financial analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Finance, Accounting, Business, Economics, Education, Business/Administration, Actuarial Science, MBA, Statistics, Mathematics
Skills for Entry-Level Financial Analyst
Desired skills for entry-level financial analyst include:
Business area processes
Financial and accounting concepts
Power Point and Word
Products and services
Microsoft Excel
Access and other Office applications
Data modelling
Database
Spreadsheet applications
Word and PowerPoint
Desired experience for entry-level financial analyst includes:
Perform product pricing analysis
Performs risk assessment
No more than 2 years in GL accounting (not AP or AR focus)
Tier 1 school (no online degrees)
Professional maturity, strong work ethic, energetic approach
No sense of entitlement - understands that this is a learning/development role and more work will be given as work product and ability to pick up quickly warrants
Entry-Level Financial Analyst Examples
1
Entry-Level Financial Analyst Job Description
Job Description Example
Our growing company is hiring for an entry-level financial analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for entry-level financial analyst
- Designs, maintains, and delivers ad hoc reports, and financial models
- Analyzes weekly and monthly results, highlight trends, opportunities and risks
- Partners with Digital Sales team to create customized reporting and analysis
- Designs and provides ad hoc reports, and financial models
- Financial budgeting, forecasting, reporting
- Exposure to the various commercial banking business lines to establish a basic understanding, loan and deposit accounting / pricing
- Tracking of the annually approved budget, collection of the monthly future forecast and billed costs
- Data reconciliation, report analysis and financial reviews with stakeholders
- Submission of the IT enterprise program or project financial data in Clarity to support management program operational reviews
- Understand the Optum capital and financial processes
Qualifications for entry-level financial analyst
- 0-3 years in an analytical position
- Excel power user (pivot tables, v-lookups, advanced IF statements)
- SAP (BPC) preferred but not required
- Must be able to manipulate large amounts of data from various sources and ensure accuracy and integrity of financial numbers
- Excellent oral communication and time management skills are a must
- Strong skills in Word, PowerPoint, Access and especially Excel are required and experience with SAP and Hyperion is a plus!
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Entry-Level Financial Analyst Job Description
Job Description Example
Our innovative and growing company is looking for an entry-level financial analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for entry-level financial analyst
- Analyze and report on financials and partner with Capital Managers to accurately track and report capital costs
- Partner with Capital Managers to provide support on supplemental reports and source files
- Create and maintain Process Flow / Playbook to outline capital accounting standards
- Participate on special projects and ad hoc financial requests
- Assist with engagement shutdown activities (prepare final bill to client, close job numbers)
- Provide investment data expertise to internal and external clients
- Ability to work with range of internal associates
- Collaborating with the CFM Lead and the Service Center team to confirm all Customer invoices get paid on time
- Supporting Delivery and/or Business Development Team with invoice questions/concerns
- Partnering with Delivery organization and with the CFM lead to ensure compliance with policies and internal controls, including but not limited to contract checklists and revenue recognition policies
Qualifications for entry-level financial analyst
- Bachelor's degree or above in Finance, Accounting or Business-related field
- Analyze Results – Analyze the key drivers and metrics vs historical performance, budgets, forecasts, and strategic plans and communicate results to leadership for decision support, plan reviews and operational reviews
- Process Improvement – Identify process improvement initiatives related to any planning, reporting or analytic process
- 1+ years experience with identifying sources of funding and setup of financial tracking documentation
- 1+ years experience in cost control-tracking of actuals and committed spend against the spending forecast
- Currently enrolled and pursuing degree in Finance or related field from an accredited university
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Entry-Level Financial Analyst Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of entry-level 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 entry-level financial analyst
- Teaming with Project Managers to monitor engagement profitability
- Coordinating with CFM lead to develop and prepare engagement-specific financial reports for client management
- Providing guidance to Project Managers with respect to financial reporting concepts, key financial metrics
- Supporting the CFM lead to provide appropriate engagement-specific financial data for regional budgets and forecasts
- Collaborating with an offshore team to post invoices
- Completing detailed monthly close activities for projects in scope
- Runs routine weekly/monthly performance reports
- Assist in the preparation of the Company’s external financial reporting deliverables, including quarterly and annual reporting (Form 10-Q and Form 10-K), other SEC filings
- Prepare and maintain certain footnotes to the Form 10-Q/10-K, supporting schedules and documentation for SEC filings
- Assist with ad-hoc requests and accounting research as needed
Qualifications for entry-level financial analyst
- Target start date Spring/Summer 2017
- Flexible for relocation (for rotation assignments)
- Entry level experience with general accounting
- Intermediate level proficiency with MS Excel
- Ability to interact and develop effective working relationships across organizational lines
- Possess initiative, be a self-starter, self-directed, highly motivated and able to work in a fast-paced environment
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Entry-Level Financial Analyst Job Description
Job Description Example
Our company is growing rapidly and is hiring for an entry-level 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 entry-level financial analyst
- Utilizes existing models and methodologies
- Coordinates preparation of presentation materials and may develop some materials
- Applies financial modeling and formulas to data and provides advice and recommendations on decisions having minor impact on department or company
- Calculates unit cost, labor cost, overhead allocation, and/or contract, services and material cost needed to develop budgets, compare actual to budgeted costs to support variance analysis and forecasting with direction and supervision
- Builds detailed analysis and reports utilizing Excel, Word, PowerPoint, and Access
- Assist in development of annual budget and periodic forecasts
- Coordinate regional fixed asset activity and assist in capital expenditure review and reporting
- Work closely with Shared Service organizations to ensure compliance with policies and reporting requirements
- Participate in ad hoc projects and analyses in support of region operations
- Monthly close and related processing and development and preparation of analysis
Qualifications for entry-level financial analyst
- Familiar with Earned Value (EV) concepts and applications
- Knowledge of Program Performance Management processes
- Must work well in a team environment, collaborating with others to accomplish company objectives
- Experience using Microsoft applications with an emphasis on Excel
- Experience using Pivot Tables and V-Lookups in Excel
- Experience supporting Earned Value management techniques
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Entry-Level Financial Analyst Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of entry-level financial analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for entry-level financial analyst
- Prepares uncompensated care projections and variance analysis for accounts receivable and net revenue performance
- Monitor defined reports and work with applicable departments to ensure AR is properly stated at month end
- Analyze budgets, financial reports, and projections for accurate reporting of financial standing
- Present recommendations to internal and external customers
- Upload documents and organize Knowledge Sharing Network (KSN) sites
- Develop and implement databases, spreadsheets, and other required documents to track and support program initiatives
- Attend required internal and external meetings, as needed
- Process deposit and withdrawal transactions
- Process monthly market value, yield, and duration for each contract for valuation and risk reporting
- Process fee receipts
Qualifications for entry-level financial analyst
- Proficient with Microsoft Office Suite with emphasis in Excel
- BA/BS degree or equivalent practical experience in Accounting or Finance
- Good understanding of GAAP accounting principles and SEC reporting regulations
- Knowledge of Essbase/ Oracle is a plus
- BS/BA in Finance, Economics or related business degree
- 1+ years of experience (internships are okay)