Finance Analytics Job Description

Finance Analytics Job Description

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Finance analytics provides SAS/SQL programming, in the execution of data analysis that will contribute to the final project deliverables.

Finance Analytics Duties & Responsibilities

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

Sample responsibilities for this position include:

Improve existing SQL and Excel tools for risk adjustment reports and projections
Develop new SQL and Excel tools and reports
Build visually appealing, high performing and impactful reporting/dashboard products using tools like MicroStrategy and Tableau across large data sets
Provide Forecast Volumes Stats and reports to all BCUS Forecasting teams including Finance (Revenue and Expenses), Workforce Management, Customer Care and Credit explaining key considerations and assumptions
Provide monthly Financial Reports used by the BP&A segment team to present Segment performance and Barclaycard Scorecards
Lead the monthly Consolidation of Financial and Operational Reporting across all areas of Global Transportation in support of monthly Forecast and Close processes, the Annual Budget
Manage the execution of monthly Global Inbound Dashboard - resolving and troubleshooting data anomalies, compiling a concise narrative for results prior to distributing to key Business Partners
Bring structure and compliance to the Finance/Analytics functions in IT
Analyze and recommend optimal resource utilization and ROI for selling activities
Support Medicare and Commercial Risk Adjustment operations with financial reporting

Finance Analytics Qualifications

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

Licensing or Certifications for Finance Analytics

List any licenses or certifications required by the position: ITIL, CFA, CPA, FACHE, HFMA, PMP

Education for Finance Analytics

Typically a job would require a certain level of education.

Employers hiring for the finance analytics 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, Economics, Business, MBA, Computer Science, Engineering, Mathematics, Statistics, Math

Skills for Finance Analytics

Desired skills for finance analytics include:

SQL
R
Excel
Financial analysis
Python
Qlikview
Tableau
Blue Shield of California’s mission
SAP
SAS

Desired experience for finance analytics includes:

Advanced degree (preferably PhD) in a quantitative field with a substantial component of software development
Experience in Model Development, Model Review, or Stress Testing
Advanced degree (preferably PhD) in a quantitative field with substantial exposure to scientific computing
Bachelor’s Degree in Economics, Mathematics, Statistics, Engineering, Finance, Business, or Accounting
Develop risk scores and membership projections for Medicare bids and budgets
Prepare monthly and quarterly risk score, membership, and premium reports and projections for Medicare and Commercial business

Finance Analytics Examples

1

Finance Analytics Job Description

Job Description Example
Our growing company is looking to fill the role of finance analytics. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for finance analytics
  • Execute and evaluate appropriate analyses (cluster analysis, logistic/linear regression, regression trees, ) given an array of tactical and strategic objectives
  • Monitor and actively participate in transition from an external vendor to in-house reporting
  • Ensure payments to licensors are made on a timely basis and reflect accurate activity, including reviews of any necessary adjustments
  • Ensure metadata is aligned between various databases and includes accurate designations for royalty payment processing
  • Timely review reporting of streaming performance provided by Business Intelligence
  • Responsible for overall data analytics team, including group reporting, support for data driven decision making and operational and financial data presentations
  • Responsible for in country data analytics team of 2 people in each country in APAC
  • Responsible for central group analytics and product analytics teams
  • Responsible for driving core group analytical projects together with business side
  • Work close with business leader to support operational decision making
Qualifications for finance analytics
  • Develop, communicate and implement optimal risk strategies (including rules, cutoffs, policies, operational flows)
  • Deep knowledge in Brand and Finance Operations
  • Ability to learn quickly, form hypotheses, and envision solutions
  • Work close with engineering on data layer and business logic of transaction and data layer
  • Responsible for reporting systems and tools, including analytical tools
  • Quickly understand clients’ needs, develops ad hoc financial models and delivers on time
2

Finance Analytics Job Description

Job Description Example
Our company is hiring for a finance analytics. 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 analytics
  • Works to fully understand business
  • Plans and ensures execution of department objectives
  • Reviews monthly metrics to ensure goals are met
  • Management of end-to-end project plans
  • Provide support for periodic system and process audits
  • Partnering with stakeholders to understand business reporting and analytical needs
  • Embed yourself with business stakeholders to influence decision making using data
  • Uncover meaningful patterns and insights by doing proactive data analysis and sharing results with the business
  • Partner with data engineers to help design & develop data structures to enable richer analysis
  • Continually explore better data methods to improve precision, accuracy and visualizations through tools or code
Qualifications for finance analytics
  • Degree holder in Quantitative or related disciplines
  • Excellent analytical and presentation skills, coupled with strong sense of accountability
  • Ability to work with and analyze large volume of data
  • Self motivated and a team player with effective communication and interpersonal skills
  • Bachelor's degree in Finance, Accounting, Computer Information Systems
  • 5-7 years of experience in Finance / Accounting Information Systems
3

Finance Analytics Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of finance analytics. 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 analytics
  • Improve and maintain analytical tools related to critical month end close process by providing digestible and scalable solutions to the business
  • Provides insight to lead the automation of daily reporting
  • Ensures data integrity and testing processes are followed across the enterprise for multiple reporting and research tools
  • Ensures all vendors are compensated
  • Strategy - Collaborates with national groups and senior division/ MBO leadership, HR leadership to ensure that the strategic financial direction of health, welfare plans, time off programs and retirement programs are aligned with CHI’s vision, business objectives and local needs
  • Health, Welfare and Wellness Financial Management - Responsible for current and future benefit cost management, health, welfare, time off benefit utilization and cost and utilization
  • Retirement Plan Financial Management – Provides division/MBO finance leaders with monthly accrual for annual non-Elective Contribution
  • Data analytics/Reporting/Compliance – Leads data analytics, data tracking and reporting developed for benefits team, HR, divisions, local MBOs and CHI leadership to manage programs and CHI workforce
  • Proactively identify and raise awareness about concerns or risks at a corporate level and lead team in resolving them
  • Become a strategic business partner with Brand leadership cross functional peers across the organization
Qualifications for finance analytics
  • 5-7 years of progressive experience with data management methodologies and disciplines
  • Prior experience working across global finance organizations to implement new business processes and align technologies
  • Prior experience with development, data modeling, design of global data cubes and self-service multi-dimensional analysis
  • Oracle Business Intelligence Applications (OBIA) Financial Analytics
  • Oracle Data Relationship Management (EPM Suite)
  • The Data & Analytics Team supports and participates in a variety of activities
4

Finance Analytics Job Description

Job Description Example
Our company is looking for a finance analytics. 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 analytics
  • Quantify and prioritize opportunities as part of these business case analysis, identifying the LTV potential from the work and approach to the case
  • Partner with the relevant business groups and finance teams to help them develop recommendations to act on these insights
  • Measure and analyze impact of experiments designed to validate hypothesis and recommendations
  • Provide feedback loop on the user data structure and model, and the overall LTV framework, based on the analysis and insight derived from the business cases
  • Assist in providing Country NIM analysis to highlight factors affecting DBSI NIM
  • Lead the development of statistical models to support scenario analysis for finance analytics with the consideration of macro environment, regulatory compliance, and investment goals
  • Lead the development of tracking methodologies and reports to monitor model accuracy and evaluate performance, preparing analysis to back-test and compare competing modeling methodologies, model maintenance and enhancements
  • Lead variance analysis and communication to business customer to explain changes from reporting period to reporting period
  • Work with various data sources and platforms (Web, PC, Mainframe, Unix/Linux, Teradata) to gather data
  • Lead SPA analysis, treasury reporting and securitization modeling to support Global Funding Support team
Qualifications for finance analytics
  • Excellent written and oral communication skills, team work, data & analytics skills
  • Demonstrated ability to collaborate with the technology organization to deliver successful deployment of complex business solutions
  • 7+ years of work experience in Business Intelligence, Analytics, Data Science or similar
  • Bachelor Degree with more than 5 years of experiences in relevant functions
  • Ability to write & communicate well
  • Background in statistical or data analytics roles
5

Finance Analytics Job Description

Job Description Example
Our growing company is looking to fill the role of finance analytics. 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 analytics
  • Supervise and/or perform ICAAP Internal Capital Assessment modeling
  • Supervise and/or perform ICAAP Pillar 2a stress testing support for credit risk, residual value risk including development of stressed scenarios at specified confidence levels
  • Supervise and/or perform analysis for pricing inputs including severity and effective terms utilizing liquidation and survival analysis modeling
  • Leads FP&A organization thru the development and implementation of integrated and automated modeling and forecasting tools in support of departmental operating budgets
  • Leads the development, interpretation, and implementation of financial concepts for financial planning and control for the departmental operating budgets
  • Gathers, analyzes, prepares and summarizes recommendations for financial plans, proposed market strategies and operating forecasts
  • Deep dive data repositories to mine and discover trends
  • Identify, develop, manage and execute analysis that will look for opportunities, expose potential risks, or reveal root causes
  • Develop expertise in multiple subject areas to provide well rounded perspectives
  • Work cross-functionally with other finance groups, accounting, marketing and operations
Qualifications for finance analytics
  • Multi-disciplinary background ideally with consulting background or is experienced across banking
  • Carry out data mining and modelling of customer profitability data
  • Bachelor’s degree from an accredited institution in Economics, Statistics, Mathematics or related field
  • Masters degree with focus on quantitative analysis
  • Renewable energy finance market experience with development, infrastructure advisory or consulting, project finance or investment banking is a major plus
  • 5+ years of Finance Manager/Analytics

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