Finance Associate Job Description

Finance Associate Job Description

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Finance associate provides expertise in financial accounting (equity accounting and impairment testing) and maintain a strong and robust accounting control framework.

Finance Associate Duties & Responsibilities

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

Sample responsibilities for this position include:

Maintain accounting/finance departmental files and desktop procedures and process documents for area of responsibility
Consistently improve accuracy of detailed accounting records by performing miscellaneous accounting reconciliation projects proactively with accuracy
Liase with Accounting to actualize forecast P&Ls, resolve discprancies, and prepare comments for variances vs
Perform month-end trade accounting tasks
Interpret product complexity for new accounting regulations
Prepare internal close packages for Animation and consolidation of division, including running trial balances, coordinating with other finance colleagues on consolidation efforts
Utilize strong problem-solving skills to identify necessary accounting entry adjustments based on the output of high level financial reports
Collaborate with Finance team to produce backup materials and schedules for yearly audits
Following established procedures for processing receipts, cash
Month-end trade accounting

Finance Associate Qualifications

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

Licensing or Certifications for Finance Associate

List any licenses or certifications required by the position: CPA, CFA, WHT, MWBE, PMP, PM, CMA, PMI, LSS, TDS

Education for Finance Associate

Typically a job would require a certain level of education.

Employers hiring for the finance associate 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, Education, Business/Administration, Management, Accountancy, Graduate, Associates

Skills for Finance Associate

Desired skills for finance associate include:

SAP
Basic accounting procedures
Excel
Accounting
Spreadsheet and database packages
Financial rules and regulations and accounting principles
MS Excel
Procedures
Practices
Finance

Desired experience for finance associate includes:

A junior accountant with experience in a similar role
2+ years industry experience with financial services hedge funds/fund of funds/private equity funds
5-7 years of relevant and progressive experience
Organization skills and ability to multi-task is a must
Demonstrates superior problem solving skills and decision-making skills
Good communication skills, able to translate technical data into simple business terms and represent the team and business at meetings

Finance Associate Examples

1

Finance Associate Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of finance associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for finance associate
  • Forecast and Finalize monthly revenue and P&L including accounting for business transactions, revenue & cost bookings, break resolutions between entities, sub-ledgers or systems
  • Assisting with accounting period closing tasks including Allocation and Service Fee processes
  • Perform ad hoc analyses as required, including pulling data from various internal data warehouses, creating reports in Excel, interpreting the results and communicating recommendation to management
  • Perform month-end trade accounting duties
  • Performs media searches to help bankers keep up with public finance and personnel changes around the state
  • Generates and maintains Excel spreadsheets for cash flow projections, runs bond modeling for client presentations on DBC
  • Work within the Finance Team processing multi-currency electronic payments, cheque disbursements, daily banking and standing orders
  • Generate reliable financial reports monthly, leveraging critical thinking skills to verify their accuracy
  • Generating and/or sending out invoices
  • Following up, collecting and allocation of payments
Qualifications for finance associate
  • 3+ years of experience with FP&A
  • A minimum of 4-5 years of relevant analytics/reporting/forecasting experience
  • Exposure to financial instruments, equity, and derivatives
  • Rotational experience around the vast operational teams giving you a real life sense of how things work
  • Responsibilities will vary group to group from daily tasks to "keep the lights on" to high profile project improvement work
  • Tasks and assignments will be reviewed and explained as your rotation takes you through the departments
2

Finance Associate Job Description

Job Description Example
Our growing company is looking for a finance associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for finance associate
  • Marketplace Finance including revenue recognition, reconciliation of accounts with sellers and timely settlement with sellers
  • Develops a solid understanding of roles and responsibilities within the department, the department’s functions vis-à-vis the company’s work and its mission, culture, values and practices
  • Active involvement and support in operational Accounting processes
  • Drafting of financial and accounting sections of the SEC Forms 10-K, 10-Q, S-3’s, S-8’s, 8-K’s and proxy
  • Update (as required) business specific processes and procedures related to expense statement audits
  • Supporting integrations with other internal and external applications
  • Supporting periodic reporting relating to compliance, Audit and Sarbanes-Oxley
  • Managing requests for new or modified functionality, defining functional requirements and managing user and management approvals
  • Preparing periodic status reports relating to internal and external development activities
  • Participating in the scoping and evaluation process for database and business intelligence applications
Qualifications for finance associate
  • Fast paced and high energy - this rotation will keep you on your toes
  • Bachelor's degree or equivalent experience/field preferred
  • Strong communication skills with the ability to be able to build relationships across the business (written and oral)
  • Ability to work in a deadline oriented environment without compromising on accuracy
  • Ability to interpret and follow instructions, policies, guidelines, and processing standards
  • Developing new Cognos based reports on functional designs derived from approved user requests
3

Finance Associate Job Description

Job Description Example
Our company is looking for a finance associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance associate
  • Assists with answering, responding and/or forwarding inquires to the appropriate finance department staff to ensure timely customer service (telephone or email)
  • Data entry in various software applications (E1 Financial System, Excel, Word, SharePoint, Powerpoint )
  • Orders and distributes appropriate office supplies for finance department
  • Supports the annual Employee Campaign and Heart Walk as representative for Office of Finance
  • Provides telephone and calendar management support to Office of Finance
  • Provides backup support to the Executive Assistant, Finance during holidays, peak periods and paid time off
  • Assist with the month end close process with the year end audit
  • Assist with account reconciliations and other analytics for monthly closings, audits and other ad hoc requests
  • Maintain log for Trust provider payments and confirm deposit of funds in the company's Trust bank accounts
  • Lead preparation of reporting (mostly automated) and provide insightful analysis of Advantage DRT and MOS field selling results vs
Qualifications for finance associate
  • Familiarity working within a sales driven environment
  • Average skills in MS Word and Outlook
  • Works independently collaboratively within a team environment
  • 10 - 15 years of experience working in a leadership role for a Shared Service Center implementation of service centers of at least 300 people
  • CFA/CPA qualification are considered a plus
  • Review, analyze, and evaluate department budget system
4

Finance Associate Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of finance associate. 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 associate
  • Provide support and assistance in the recording and retrieval of the financial details of the company including maintaining financial records, accurately processing payments & receipts and assisting colleagues with any other adhoc finance request
  • Support the Financial Controller and other members of the Finance team within the group
  • Confidence with your Excel skills
  • Finance system used is Paprika and full training would be provided
  • Monthly close of and preparation of monthly internal financial statements
  • Preparation and review of journal entries for accruals / reserves, preparation and review of supporting documents, analysis of P&L and Balance Sheet accounts, review of GL account reconciliations for accuracy and reasonableness
  • Work with representatives from assigned nuclear corporate department(s) to ensure proper charging to O&M vs
  • Extensive telephone customer service for rapid problem resolution on expense statement issues related to policy or FAR guidelines
  • Special transactional audits to support ad hoc requests from management
  • Provides customer service to Affiliate and National Center staff
Qualifications for finance associate
  • Advanced computer skills (MS Office in particular)
  • 3-4 years experience in investment banking, PE or in-house corporate finance functions
  • Experience in the use of computers applications and software packages (MS Word, Excel, ) web based management systems
  • 2+ years’ work experience in energy or finance
  • Hands-on knowledge of valuation and financing modelling
  • Direct work experience in the solar industry is desirable
5

Finance Associate Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of finance associate. 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 associate
  • Ad hoc financial appraisals and insights to potential business opportunities
  • Developing financial models to analyse the impact of business cases
  • Reporting progress of financial appraisals and manage expectations of teams and senior management
  • Be the “CFO” of categories
  • Directly report to the BU CFO but will build strong relationships with the Marketing and Category teams
  • Lead all BU routines (sales calls, demand forecast, and monthly performance reviews)
  • Be responsible for in-depth business performance reviews and for explaining performance against targets, not limited to P&L – includes market share, customer data analytics
  • Influence and drive the business, implement changes and initiatives to ensure delivery of financial results
  • Frequently interaction with R&D, Manufacturing, Sales and other key departments of the company, pushing others to deliver results
  • Establish internal rituals and routines to support performance analysis, planning and forecasting process
Qualifications for finance associate
  • Proficient with Microsoft Office Suite (especially Excel), a knowledge of Googledocs is also advantageous
  • Previous experience within Finance function will be a plus
  • Knowledgeable of cost segregation systems including SAP, and financial management toolsets
  • Proficient knowledge of Excel, Visual Basics and PowerPoint
  • Intermediate to Advanced level knowledge of office tools MS Excel/MS Access
  • Bachelor's Degree in Finance/Business related field

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