Finance Analyst Job Description
Finance analyst
provides technical and analytical support through the use of sharepoint sites, microsoft applications, Success Factors and SAP.
Finance Analyst Duties & Responsibilities
To write an effective finance analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included finance analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Liaise with Accenture as BPO Provider to provide comprehensive financial accounting, management accounting and reporting to the business
Provides analytical support to Financial Accounting during month end close
Yearly coordination of inventory audits (physical and system audits)
Drive business analytics and present findings/perspectives to the primary stakeholders
General reporting and business metric tracking
Review clerical input
Process cash application
Lead relevant activities aiming at ensuring WW country limits are relevant for a given geography
Be actively involved in leading the receivables governance with BU and entities (past dues reviews, risk reviews)
Perform credit analysis for Business Units
Finance Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Finance Analyst
List any licenses or certifications required by the position: CPA, MBA, CMA, PMI, CPIM, CFA, FO, CG, BS, PMP
Education for Finance Analyst
Typically a job would require a certain level of education.
Employers hiring for the finance analyst 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, Business/Administration, Education, MBA, Accountancy, Graduate, Management
Skills for Finance Analyst
Desired skills for finance analyst include:
Excel
SAP
Microsoft Office
SQL
Microsoft Excel
FAR
Microsoft Office applications
DFAR
Model performance measures
Accounting
Desired experience for finance analyst includes:
Ability to work in a fast changing environment while managing competing priorities while ensuring completeness / accuracy of figures
Strong communication and interpersonal skills to effectively interact with Senior management and personnel o Media finance experience preferred
3+ years of work experience in related functions in Private Banking/Wealth Management, Financial Management, Business Development or Management Support
Preparation of monthly, half year and full year end accounts, budgets and forecast
Candidates applying must be available immediately or within a week notice of their current position
Experience in financial and performance reporting, cost and margin analysis, profit forecasting, budgeting, profitability and variance analysis in an organization
Finance Analyst Examples
1
Finance Analyst Job Description
Job Description Example
Our innovative and growing company is looking for a finance 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 analyst
- Maintains a high level awareness of relevant business conditions, trends, to provide the best possible insights
- Utilizes technology and systems to populate models, presentations, and streamline workload
- Maintains the highest level of accuracy and error-proofing in own work
- Supports preparation of key deliverables including presentations, white papers, standard reports, and ad-hoc requests
- Provide reports and key performance metrics to department managers
- Advise department managers on financial implications in correspondence to the departments strategy
- Responsibly drive monthly/quarterly forecast process and generate analysis of variances to annual budget and prior forecasts
- Responsibly collect annual budget requirements from department managers & sales teams and transform into standardized analysis including KPI and scorecard reporting, consolidate full annual budget for full territory P&L
- Setup of structures in reporting systems in strong collaboration with European and US key stake holders
- Systematically gather relevant information, generate, analyze and propose solutions
Qualifications for finance analyst
- Experience utilizing business intelligence tools to obtain data and build reports
- Able to interact and communicate with finance and non-finance specialists
- A desire to question and improve on the status quo and experience in managing such projects
- Strong ability to adapt to and utilize various financial and analytics systems
- Any sort of experience or background in working in or with software development groups is a plus
- Familiarity with Access, Business Objects, and / or SRC Budgeting a plus
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Finance Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for a finance 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 finance analyst
- Support the Department Analytical Staff
- Complete special projects and other related duties as assigned
- External Group financial reporting - annual and interim financial processes, liaison with Divisional teams and external auditors
- Assist with the CTO month end process with regard to key variance analysis
- Manage Americas GEO End of Quarter close processes to provide timely reporting and communication to management
- Provide UAT testing in support new system migrations
- P&L statement analysis and variance reporting
- Prepares and presents reports of findings and recommendations to management
- Support the monthly closing process
- Prepare monthly financial forecast and researching history determining risks and opportunities
Qualifications for finance analyst
- Strong technical & analytical skills in financial management
- Quick learner on computer systems
- Keen of delivering value to the growing German business
- Make timely and sound decisions despite ambiguity
- Ideally big 4 background with some commercial financial analyst exposure
- Experience as a project accountant would be highly regarded
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Finance Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of finance analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance analyst
- Act as a finance point of contact for allocated client Groups
- Close the month-end management accounts in line with required governance frameworks
- Assurance of financial accuracy and completeness
- Contribute to driving efficiencies in reporting and processes
- Work with the Groups senior management and in conjunction with the Planning and Performance team to develop annual budgets and quarterly forecasts in line with overall Ofcom timelines and requirements
- Provide cover for team members within the Financial Planning & Analysis (FP&A) team as and when required
- Handles uploads of financials model results into forecasting/budgeting systems
- Collects International Royalty reports from International partners and updates internal system/spreadsheets with the results
- Will seek to improve, automate or otherwise create efficiencies in his/her areas of responsibility
- Promote the adoption of and adherence to business modeling guidelines, resolve various financial, modeling, and product issues as they arise in a timely manner
Qualifications for finance analyst
- CIMA or ACA part qualified - first time passes preferred
- Experience of financial planning in a multi-divisional and international organisation preferred
- Bachelor in Economics, Finance, Math, Statistics, Engineering or Business equivalent
- Knowledge of US GAAP/Irish GAAP
- Experience within the FMCG/Pharmaceutical industry is desirable
- Review, correct and report on certain aspects of monthly performance reported at Group level
4
Finance Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for a finance analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance analyst
- Creating reports to assist with the budgeting, forecasting and Long Term Plan programs
- Develop a specification for a new suite of financial reports that will meet the needs of Operations, the Senior Management Team and Corporate Headquarters
- Stock analysis and reporting
- Create client funding packages detailing requests for payment of management fees and 3rd party vendors
- Calculate management fees for corporate solutions service lines and coordinate invoicing/receipting of fees with client management
- Strong attention to detail, quality and accuracy whilst understanding the bigger picture and impact of decisions
- Prepared to take ownership of their responsibilities and take on more responsibility over time
- Continuously finds ways to improve and grow
- Creative thinker, comfortable working in a fast-paced environment with strict deadlines
- Ability to influence and communicate verbally and in writing with colleagues and with senior levels of management
Qualifications for finance analyst
- CA/CFA/CMA/CGA/MBA is considered an asset
- Open and internal customer focused approach
- Ability to dig into details analyze data from a high level view
- Implementation and adhereance to policies, procedures and controls with respect to Canadian income and capital tax return and related compliance process for Bank and Canadian subsidiaries that ensures taxes are paid as required and tax returns are accurate, complete and timely filed
- Demonstrating effective teaming by working collaboratively with BMO Taxation staff to develop and implement vision, goals, and strategies, establish action plans to achieve goals, and review progress to plans
- Able to identify issues and evaluate processes
5
Finance Analyst Job Description
Job Description Example
Our company is hiring for a finance 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 finance analyst
- Facilitate business partners in development of forward looking trends including Financial Forecasting and Annual Plan
- Work with other GCO support team members to craft a monthly financial forecast the annual plan
- Production of the annual budget, LRP, and monthly forecasts for the defined central departments
- Production of the annual budget, LRP, and monthly forecasts for EMEA CAPEX spend
- Ensuring data is loaded in to the reporting system accurately and on a timely basis, and that all timelines, processes and controls are adhered to, in line with company policy
- Perform analyses (backlog, pipeline, split of revenue numbers, bb) for BDC, internal meetings
- Ensure link with Finance department for new projects, investments and/or extensions
- Update of internal documents with assignments and availabilities
- Maintain formal communication with the teams (staffing email)
- Check individuals' weekly billability
Qualifications for finance analyst
- Develop and improve financial analysis and tracking of KPIs to better understand the performance and trends of the different businesses
- Experience with enterprise systems and reporting tools a definite plus (OBIEE, OFA, Hyperion or other Saas reporting tools)
- Strong knowledge of the various product types trading system and business processes
- Carry out data gathering, analysis and interpretation in order to provide value-added financial analysis/advice to our business partners
- Analyze the feasibility and impact of new initiatives, process improvements and technical solutions
- Participate in knowledge transfer within the team and business partners