Finance Business Analyst Job Description

Finance Business Analyst Job Description

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Finance business analyst provides support to end users for Finance and accounting processes, including month-end close assistance, reporting & analysis, and planning.

Finance Business Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Liaise with Reg Reporting lead Business Analyst and translate IHC reporting requirements to data sourcing requirements
Go to Finance contact for TM1
Perform financial analysis for budgets, including Monthly, Quarterly, YTD, Actual vs
Implementation experience and extensive functional and technical knowledge of Finance systems
Experience in Finance, or BI
Business Administration or Accounting/Finance experience
Good SQL skills, comfortable using various data access tools
Assist the Manager and other team members in providing research and training to users for effective use of Finance applications
Document progress, issues, and solutions from a Finance point of view and provide updates to line managers
Creating automated reconciliation processes for continued value added financial analysis

Finance Business Analyst Qualifications

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

Licensing or Certifications for Finance Business Analyst

List any licenses or certifications required by the position: CPA, PMP, CBAP, SAP, IIBA, CMA, ACCA, CFA, PMI, ITIL

Education for Finance Business Analyst

Typically a job would require a certain level of education.

Employers hiring for the finance business analyst 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, Business, Economics, Computer Science, Engineering, Business/Administration, Mathematics, Education, MBA

Skills for Finance Business Analyst

Desired skills for finance business analyst include:

Excel
Finance and accounting modules
SAP
Hyperion
Period end close process
SQL
Finance
Reporting
Basic accounting principles
Financial analysis

Desired experience for finance business analyst includes:

Business requirements elicitation and documentation
Functional design and data modeling
Independently manage projects and project resources
Act as a liaison to business users, provide support and training
Production troubleshooting
Manage daily operational activities and supervise day-to-day work of others

Finance Business Analyst Examples

1

Finance Business Analyst Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of finance business 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 business analyst
  • Requires understanding of the finance implications of implementing the design blueprint through build, configuration, testing, and cut over activities through a phased roll-out
  • Reporting and presenting financial performance figures to senior staff
  • Provide support to Licensing Auditors by generating Payment History Summaries or any other Finance related data
  • Maintain professional and open relationships with IP Finance staff, Business unit staff and within the business and with Licensee's who are being audited
  • Excellent communications skills, the ability to drive inter-departmental priorities, influence business process development and then drive implementation
  • Ability to multi-task, managing, multiple priorities concurrently
  • Good Project management skills with a good understanding of business processes are preferred
  • Develops work plans and facilitates implementations, upgrades and patches
  • Maintains test environments to QA test implementations, upgrades, patches and new functionality
  • Understand and document detailed business and functional requirements, data validation requirements and translate business needs into process improvement solutions
Qualifications for finance business analyst
  • General understanding of technical methodology and practices
  • B Degree in Accounting or equivalent NQF level 6 FAIS qualification with Accounting III or higher
  • Three (3) years experience in Financial Statement Analysis in a credit environment
  • Previous work with integrating vendor systems, such as Sunguard/Phase 3 or Broadridge/BPS
  • Preferred experience in Microsoft Project/Microsoft Access
  • Ability to manager team
2

Finance Business Analyst Job Description

Job Description Example
Our company is looking for a finance business analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for finance business analyst
  • Responsible for elicitation, analysis, and documentation of business requirements in the area of Finance
  • Generate and review monthly and quarterly reporting requirements consisting of operational metrics and ad-hoc schedules for the portfolio
  • Support SAP FI / CO ERP systems in English, other support systems
  • Own configuration within PeopleSoft Finance - General Ledger, Accounts Payable, Expenses, Asset Management, Allocations, nVision, and eProcurement
  • Coordinate and works with internal and external parties to organize the various components needed to initiate, run, and conclude major projects
  • Track costs and performance, service levels, and other metrics required to ensure project goals and objectives are met
  • Assist with facilitating project governance and corporate priorities
  • Attends and actively participates in team meetings
  • Contribute to the design, development, and maintenance of dashboards
  • Develop and propose new metrics to foster actionable intelligence
Qualifications for finance business analyst
  • Sound process and analysis skills
  • You will be Co-implementing project plans with the IT lead developer, ensuring timeframes are estimated accurately, issues and risks are tracked, and slippage is mitigated with the goal of meeting deadlines and delivering quality solutions
  • Handel business clients through the project life-cycle, including Steering Committee presentations, issues resolution meetings, requirements prioritization and change control procedures
  • Facing off with the IT lead developer translating specifications to design, documenting high level system architecture and data flows, and assessing feasibility
  • You will need to ensure ensure Agile SDLC practices are followed throughout the project life cycle, including appropriate manager sign offs, organized documentation in shared locations, escalation of relevant issues, and required Steer ratifications to keep the project on track
  • Conduct user work sessions to document the current and target state business processes and produce business requirements and functional specifications artifacts
3

Finance Business Analyst Job Description

Job Description Example
Our innovative and growing company is hiring for a finance business 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 business analyst
  • Delivering accurate forecasts, powerful business analysis and insight timely and valuable reporting on performance for a couple of designated VP areas in Corporate Functions
  • Design solutions that improve overall business flow, process flow and drive efficiency in Finance operations
  • Analyze support requests - triage, attempt to resolve, or provide IT additional context
  • Develop and modify PeopleSoft Workflows
  • Coordinate and document end user testing of fixes, projects, system upgrades, and maintenance patches
  • Create job aids for new functionality and assist with modifying and improving existing job aids
  • Facilitate and act as a liaison between the technical team and the business teams
  • Develop detailed requirements (business, user, process, system requirements – functional and non-functional) and establish traceability to business vision
  • Researching and resolving issues, assisting in outlining enhancements, and administering user access to the system
  • Develop, test and deploy customizations and new functionality based on changing business needs
Qualifications for finance business analyst
  • Relevant degree and certifications
  • Three to five years in a financial or similar administrative role
  • Knowledge of other business functions will be beneficial
  • Experience in Oracle e-Business Suite related to
  • 4-6 years of work experience creating Financial reports, dashboards and scorecards
  • Basic understanding of software development life cycle (SDLC)
4

Finance Business Analyst Job Description

Job Description Example
Our company is searching for experienced candidates for the position of finance business analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for finance business analyst
  • Experience with Oracle & Hyperion preferred
  • Provide primary support to the global manufacturing systems – specifically supporting BPCS and Third Party Finance systems
  • Be part of the Agile team and participate in all Agile activities (standups, planning, validations, Retrospectives)
  • Be part of & sincere adapter of organizations cultural beliefs which includes Decisive action, Talent counts, Straight talk & Break boundaries
  • Analyze trade-off between re-book (at lower rates) and post-show sales (at higher rates but also higher sales costs), and make recommendations to team
  • Review and approve revenue and cost reconciliations
  • Prepare month end flash report and bridges
  • Review headcount variances vs latest forecast, understanding key movements
  • Create and distribute weekly sales reports
  • Assist with potential M&A proposals
Qualifications for finance business analyst
  • Monitor and track project quality with focus on defect resolutions prior to deployment
  • Assess, manage and communicate project risks and issues
  • Manage project relationships and communications with business and technology partners
  • Make presentations to management on project status and results
  • 2+ years of experience participating in, coordinating or managing projects
  • Demonstrates strong proficiency in written and oral communications
5

Finance Business Analyst Job Description

Job Description Example
Our company is growing rapidly and is hiring for a finance business 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 business analyst
  • Support the compliance culture of the business by participating in the processes for risk management, internal control, audit, Sarbanes-Oxley, financial reporting and tax compliance
  • Solution Design – help guide teams to develop data, reporting, process, and technical solutions that support stakeholders’ goals and objectives
  • Map requirements with existing functionality and identify gaps that require additional configuration or customization
  • Apply requirements elicitation techniques such as scenarios/use cases, prototyping and workshops as required
  • Drive and challenge business units on their assumptions on how they will successfully execute their plans
  • Create test plans to fully test system configuration and customizations under the direction of senior BA or Process owner
  • Write a user acceptance and system test script
  • Execute user acceptance and system test script
  • Prepare CRP scripts under the direction of senior BA or Process owner
  • Lead CRP in specialisation area
Qualifications for finance business analyst
  • Familiarization with drug names, brand/generic equivalents, and generic manufacturers preferred
  • Knowledge of PBM business model and claims adjudication logic preferred
  • You will ensure that the application of sound commercial decision – making does not affect the correct accounting treatment of various transactions, and vice - versa
  • Undergraduate Degree in Business, Accounting, or Finance, with 5+ years of experience
  • Strong data analytics skills – the ability to utilize multiple data sources to drive business performance
  • EDW/Data Warehousing data mining skills

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