Finance & Accounting Analyst Job Description

Finance & Accounting Analyst Job Description

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Finance & accounting analyst provides oversight for compliance with generally accepted accounting principles, local statutory requirements, company policies, procedures and risk management resulting in an appropriate compliance environment.

Finance & Accounting Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Research financial issues and create comparatives for overall trend analysis
Additional ad hoc analysis projects as assigned
Performs analysis of financial statement accounts and specific
Contributes ideas and innovations to improve upon existing systems, work processes and procedures affecting month-end financial close, account analysis preparation, quarterly financial forecasts and financial reporting
Creation & posting of Journals
End to end ownership of the accounting process
Management Information (MI)
Data Controls
Domain area would also include Intercompany, Fixed Assets & Eliminations & Hyperion RACE
Financial modeling for business activities

Finance & Accounting Analyst Qualifications

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

Licensing or Certifications for Finance & Accounting Analyst

List any licenses or certifications required by the position: CPA, CSM, PMP, E1, CBAP, CMA, CFA, ERP, SAP, IIBA

Education for Finance & Accounting Analyst

Typically a job would require a certain level of education.

Employers hiring for the finance & accounting analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Finance, Business, Economics, Business/Administration, Education, MBA, Project Management, Science, Management

Skills for Finance & Accounting Analyst

Desired skills for finance & accounting analyst include:

Applicable federal
State
Local governmental laws and regulations
Microsoft Office applications
Excel
Applicable Company policies and procedures
Access and PowerPoint
Generally Accepted Accounting Principles
Analysis
Consulting techniques

Desired experience for finance & accounting analyst includes:

Preparing various daily account reconciliations between the source systems and the general ledger within the GFI business lines
Monitoring account request opening across all sub-ledgers (Calypso, FIS, Idaps, PeopleSoft)
Preparing information to meet regulatory or tax reporting requirements
Account Attestation – Monitoring and maintaining account details to ensure all accounts are properly reconciled according to policy
Monitoring sub attestations by performing spot checks on account reconciliations performed by the sub attesters
Managing the year-end close down of all p&l accounts and remittance of funds

Finance & Accounting Analyst Examples

1

Finance & Accounting Analyst Job Description

Job Description Example
Our company is looking for a finance & accounting analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance & accounting analyst
  • Preparation of financial budgeting, forecasting and all required financial reporting on a monthly, quarterly, and annual basis, while performing variance analysis between forecast and actuals
  • Work with Group finance and project teams to develop, administer, and implement process improvements in financial analysis, annual operating plan development, and forecasting, consolidating, analyzing, reviewing and reporting on all financial matters
  • Perform all the daily accounting functions for multiple funds
  • Assist in all aspects of preparing quarterly and audited annual reports
  • Assist in reviewing capital statements and quarterly investment letters
  • Prepare capital drawdowns
  • Prepare distributions and income waterfall calculations
  • Assist in onboarding of new funds
  • Prepare management fee calculations and billing statements
  • Monitor the usage of credit facilities
Qualifications for finance & accounting analyst
  • Ability to prioritize deliverables and meet pressing deadlines
  • Ensuring that daily and monthly procedures documents are maintained and kept current
  • Various one-off projects requested
  • Education Requirements – University undergraduate degree in any of the following
  • Understanding of the various fixed income products employed by the businesses supported (including bonds, repos, swaps, futures, mmkt products), the markets and currencies that the businesses trade in, applicable settlement/confirmation processes, and complex mark-to-market and accrual accounting concepts used
  • Beneficial to have any knowledge of the various source systems employed by the businesses supported (including one, or several of, FIS, DSTS, Calypso, Bloomberg, Summit, PeopleSoft, IDAPS)
2

Finance & Accounting Analyst Job Description

Job Description Example
Our innovative and growing company is looking for a finance & accounting analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance & accounting analyst
  • Work with Group Finance and project leadership to develop, administer, and implement process improvements in financial analysis, annual operating plan development, and forecasting, consolidating, analyzing, reviewing and reporting on all financial matters
  • Prepare fund external compliance deliverables
  • Assist with special projects and internal ad hoc requests
  • Partner with various business area finance teams, other key constituents and the ESFS Reporting Team, to create and/or modify value set hierarchies in support of new or revised financial reporting requirements
  • Support a variety of Oracle-related processes such as Cross-validation rules, Annual Housekeeping, and ancillary Maintenance requests (Journal Approval, Recurring Journal )
  • Coordination, processing and tax reporting of compensation information for employees
  • Responsible for the compensation reporting and accounting for both external internal
  • Assists in maintaining various manufacturing accounting systems and processes including raw materials, work-in-process and finished goods inventory
  • Manage the project to implement the international Travel and Expense solution tool for PW and UTAS
  • Maintain shared service transition lists
Qualifications for finance & accounting analyst
  • Work with Wealth Management team members to create and update policies & procedures
  • 2-3 years of experience in a big 4 public accounting firm (financial services industry focus)
  • Exceptional interpersonal communication skills, with emphasis on the ability to communicate with senior levels of Front-office and Operations staff and management
  • Experience with PeopleSoft financials or other finance systems preferred
  • Candidate must have solid analytical and problem-solving skill sets
  • Desire and ability to learn quickly, to work independently
3

Finance & Accounting Analyst Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of finance & accounting analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance & accounting analyst
  • Gather key finance and performance metrics from the business units
  • Develop a strong understanding of business processes in UTC Aerospace Businesses (P&W and UTAS)
  • Develop strategies to standardize, simplify and automate processes
  • Model and update business cases to support proposed strategies and gain approval
  • Work with Business Unit Leadership and Subject Matter Experts to align on the strategic plan, risk mitigation and expected results
  • Build an implementation plan for approved projects
  • Work with Business Units to project manage and implement plans
  • Achieve targeted benefits
  • Manage project estimates and department budgets
  • Draft management presentations and group communications
Qualifications for finance & accounting analyst
  • CA/ CPA qualification with strong accounting knowledge
  • Candidate must be team oriented and proactive
  • Prior experience with JD Edwards or PeopleSoft accounting systems is a plus
  • Experience working with the Accounting & Finance team, understanding of the GL
  • Document detailed business process specifications and business requirements
  • Manage stakeholders across the finance team and different project streams
4

Finance & Accounting Analyst Job Description

Job Description Example
Our company is searching for experienced candidates for the position of finance & accounting 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 finance & accounting analyst
  • Ability to perform cost control function as needed for major and minor capital projects including but not limited to preparing monthly project status reports, ITC calculations, contingency analysis, change management, and leading project teams through predictive, effective project cost review meetings
  • Ability to perform cost control as needed for major and minor capital projects including but not limited to preparing monthly project status reports, ITC calculations, contingency analysis, change management, and leading project teams through predictive, effective project cost review meetings
  • Leadership role to manage, serve and oversee as point of contact/liaison for all financial processes related to designated contracts/responsibilities, including all cost allocations, indirect rate impacts, revenue and billing reconciliations
  • Ensure effectiveness, accuracy and timeliness of forecasting, reporting, accruals, collections, and other financially related processes and systems on a weekly and monthly basis
  • Ensure designated contracts comply with all SOX controls
  • Must have good verbal and written communication skills to effectively explain financial scenarios to senior management teams sales and product teams
  • May act as power user for assigned financial software application(s)
  • Submit plant payroll and temporary workers’ time and attendance for processing
  • Take ownership and responsibility for the work undertaken and tasks performed demonstrating the desire to make continuous improvements in the compilation methods
  • Assemble and compile financial data and standard cost maintenance
Qualifications for finance & accounting analyst
  • Desired 6 months of experience
  • Familiarity with electronic accounting packages
  • JD Edwards and/or Investran knowledge preferred
  • Cost accounting or manufacturing accounting experience preferred
  • Ability prioritize and document work performed
  • Candidates with working experience are encouraged to apply
5

Finance & Accounting Analyst Job Description

Job Description Example
Our company is growing rapidly and is hiring for a finance & accounting 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 finance & accounting analyst
  • Preparation of month end accruals to ensure costs are captured in the correct period
  • Assist in the development of long-range financial forecasts and related budgets
  • Participate in and present in routine and ad hoc meetings when required
  • Be a point of contact for providing requested information to all stakeholders, including Internal and External Auditors
  • How specific departments within a Fortune 200 company interrelate
  • How to develop and lead teams
  • What business, financial accounting, and reporting issues a publicly traded international company faces
  • Balance Sheet account reconciliations and investigation of reconciling items
  • Month/Quarter/Year End Process & Reporting
  • Functional support of JD Edwards Finance & Accounting modules and additional systems support
Qualifications for finance & accounting analyst
  • This is an opportunity to develop an understanding of Kraft Heinz's financial reporting processes and systems
  • 9 years of experience with finance, controlling, or asset management, including processes and SAP or ERP systems
  • 4 years of experience with DoD or Navy accounting and budgeting
  • Knowledge of accounting and asset management
  • AA or AS degree and 6 years of experience with DoD or Navy accounting and budgeting or BA or BS degree and 4 years of experience with DoD or Navy accounting and budgeting
  • Experience with Navy ERP preferred

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