Finance Data Analyst Job Description

Finance Data Analyst Job Description

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Finance data analyst provides day to day support of existing MS Access and MS Excel based risk monitoring applications.

Finance Data Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Public face of the Finance Ref Data IT team and is the point person for all questions/concerns/issues directed to the team
Will need to knowledgeably/professionally handle all business & technical questions/issues/concerns and triage appropriately, then manage follow-ups until the issue is resolved
Participating in strategic data-rationalization exercises as conducted by EDAP and contributing knowledge
Data compilation, entry and reporting
Compiling, maintaining and reporting of municipal bond market pricing, interest rate and credit rating data, client annual financial reports and disclosures, client debt records and schedules, bond sale results and records, property tax and sales tax data, and demographic data
Preparation of municipal bond industry experience lists and rankings
Preparation of required client informational reports
Information entry, checking in and document uploads to MuniBOND (proprietary bond software management program)
Preparation and distribution of periodic reminders and reporting requirements for clients
Manage and assist in the preparation and review of bond official statements

Finance Data Analyst Qualifications

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

Licensing or Certifications for Finance Data Analyst

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

Education for Finance Data Analyst

Typically a job would require a certain level of education.

Employers hiring for the finance data 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, Computer Science, Business, Economics, Statistics, Engineering, Mathematics, Education, Science

Skills for Finance Data Analyst

Desired skills for finance data analyst include:

Excel
Accounting concept and double entries
SAP
MS-Excel
MS-Outlook
MS-Word mandatory
SAS
SQL
Microsoft Office applications
Microsoft SQL

Desired experience for finance data analyst includes:

Works with business users to understand requirements and translate into requirement for system set-up
Works with Senior Manager, program delivery to create project plan for all system and reporting activities and monitors progress against plans
Create and maintain up-to-date process flows for all processes
Good understanding of emerging technology
Multi-task in an ever changing environment that is cyclical in nature
Prioritize work and complete the projects on time in a fast faced environment

Finance Data Analyst Examples

1

Finance Data Analyst Job Description

Job Description Example
Our innovative and growing company is looking for a finance data 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 data analyst
  • Maintaining SAP Master Data (covering Finance, Procurement, and Sales & Distribution Master Data) based on the request submitted from the key users from across the organization
  • Evaluating/monitoring data quality in SAP system, and drive cleansing activities to align with Master Data Design
  • Identifying continuous improvement on the master data management process, and working with SAP Functional team to automate mass update
  • Executing reports and data extraction tool to monitor data quality within SAP
  • Identify and drive process automation opportunities along with the core SAP Team
  • Work with sourcing to fill gaps in pricing, and trouble shoot pricing errors, split errors
  • Relevant tertiary qualifications and experience in an analytical discipline
  • Work closely with internal stakeholders to understand analytical needs, perform and share complex analyses, and help share curated data to business partners
  • Develop and drive the adoption of self-service data product tools and solutions
  • Monitor key subscriber metrics, understand root causes of changes in metrics
Qualifications for finance data analyst
  • Knowledge of Finance and/or tax is highly desirable
  • Review and assist clean-up of Finance reference data attributes – client reporting codes / business units / Trading Partner etc
  • Plan User Acceptance Testing including issue investigation & Defect resolution
  • Knowledge of reference data mappings across the Bank (Internal candidates only)
  • Bachelor’s degree in related field or two year degree in programming
  • 1-3 years of experience resolving data exceptions or other relevant problem resolution responsibilities
2

Finance Data Analyst Job Description

Job Description Example
Our growing company is hiring for a finance data analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for finance data analyst
  • Documents and tracks requirements using the appropriate requirement management tools
  • Acts as technical resource with best practices, which may include technology or other business/functional areas
  • Continue to keep up with trends and integrate the expertise into the functional areas
  • Build, update, and maintain forecast models for areas of responsibility
  • Research and prepare variance analyses and explanations
  • Measure and report Company’s operations in a clear, concise, and informative manner
  • Prepare compelling presentations for Senior Management to help drive decision making and profitability
  • Collaborate with multiple teams and business owners to gather, summarize, and analyze data and implement findings in order to create measurable ROI
  • Provide analytical insight into key performance metrics such as conversion and retention rates
  • Develop and maintain profitability metrics such as LTV and ROI for media strategies
Qualifications for finance data analyst
  • 1-3 years of exposure to Data Warehousing data life cycle and Data Warehousing concepts
  • Able to communicate effectively with Business teams and Information Technology teams
  • Experience working on Finance Change Projects and strong trade data knowledge
  • Business Analysts experience is desirable
  • Front to Back experience within an investment bank
  • Knowledge and understanding of database systems
3

Finance Data Analyst Job Description

Job Description Example
Our innovative and growing company is hiring for a finance data 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 data analyst
  • Prepare ad hoc financial and business analyses
  • Gather requirements for referential source data system that has linkages to many enterprise applications
  • Develop required project artifacts such as Data Specifications, Business Requirements documents and other technical specifications as needed
  • Data mock-ups
  • Dev consultations
  • SME for many other projects
  • Support user’s training and documentation as needed
  • Margin planning - Analyse and segment over 10,000 live contracts across 100,000 products in terms of value, volume, and margin to identify gaps and opportunities
  • Having defined sales gaps or margin guidance changes, review with the sales and estimating teams and jointly implement the multi-faceted solutions as appropriate
  • Accountability for a team who will consolidate and load all new product data, including price, categorisation, and margin guidance
Qualifications for finance data analyst
  • Good knowledge of the energy industry and a strong interest in the drivers for clean energy solutions and financial markets
  • A great eye for detail, experience of data research desirable
  • Ability to analyze and think strategically, with world-class tactical execution skills
  • MIS Finance Data Analyst I - Minimum of one year of demonstrated experience in the use of query software
  • Demonstrated understanding of end-user analytic tools
  • Knowledge at a level normally acquired through completion of a Bachelor’s degree in Computer Science or Engineering
4

Finance Data Analyst Job Description

Job Description Example
Our growing company is looking to fill the role of finance data analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance data analyst
  • Strong working knowledge of SQL...some additional skills using MS Access and Excel, including query building, data joins and automation functions
  • Accountability for existing product data accuracy including price, categorisation & margin guidance
  • Support of finance and accounting functions including regulatory reporting and audit requests
  • Assisting Regional Finance Process and Data Quality Manager in defining, refining and enforcing Master Data Design and process across business functions
  • Draft and ensure the compliance to process and data quality assurance policies and procedures
  • Plan, execute and monitor testing
  • Document and communicate results of quality assurance activities
  • Perform administrator duties in the financial planning system including master data maintenance, monthly load package updates, monitoring of the data load kick-outs, administering work status, creation of the new / maintenance of existing standard templates and system troubleshooting with business finance and IT teams
  • Assist the APAC enterprise and strategic products finance business partner with forecasts and performance analytics and business management deliverables
  • Become the adviser for a team, guiding data governance and management
Qualifications for finance data analyst
  • University graduates or above in Statistics, Financial Engineering or related disciplines, or in Financial related disciplines
  • Experience in financial risk management modeling area, or other position closely related to financial risk management is an advantage
  • Flexibility in limited traveling
  • Expert in at least one modeling tools
  • Financial risk modeling experience is a strong plus
  • Experience in software development, including a clear understanding of data structures, algorithms, software design and core programming concepts (Agile development experience)
5

Finance Data Analyst Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of finance data 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 data analyst
  • Provide support to regional sales and business development teams on quota, coverage, and measurement related topics
  • Provide leadership to compilation and review of quarterly business performance metrics
  • Participate in the quarterly business review meetings and follow up on any action items related to definition and refinement of targets and measurement methodology
  • Collaborate with the APAC Business Planning team Global Analytics team on timely and accurate target setting for the industry and product verticals
  • Guide integration and streamlining of various data sources to provide comprehensive data library for all business related analytics
  • Provide leadership to visual and dynamic reporting and analytics dashboard solutions for executive consumption
  • May maintain journal for Goodwill and MSA amortization
  • May provide computerized financial systems assistance and expertise to practice sites
  • Play a central role in defining the strategic direction for Finance in data initiatives
  • Document Data Lineage from source to reporting
Qualifications for finance data analyst
  • Understand and analyze risk and finance data requirements to create strategic data models and data dictionary for different data classeseg.sensitivities, trade, position, reference data, accounting,scenario
  • Understand and analyze risk & finance policies, methodology documents, measure calculations, data flow and derivation acrossrisk and finance areas capital, accounting, market risk, credit risk, operational risk&liquidity risk, to create measure models
  • Understand and capture data and reporting requirementsfrom risk and finance projects in data models and data dictionary
  • The primary focus of the role involves gathering of data requirements, analysis and data modelling & documentation
  • The key elementsinclude planning, assessment of completeness and accuracy of the data, specification of data taxonomy and derivation process
  • Understanding the various processes to generate the risk and finance calculations, measurements and reports

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