Finance Operations Associate Job Description

Finance Operations Associate Job Description

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Finance operations associate provides NGSC with functional and process expertise within SAP Finance and Controlling (FI/CO) module and BI integration.

Finance Operations Associate Duties & Responsibilities

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

Sample responsibilities for this position include:

Assess the data quality of your assigned supplies (feed files) into Credit to minimize errors and ensure the highest level of data integrity for our customers
Partner with Technology and Supply Delivery project teams for successful, end-to-end implementation of supplies sourced via the credit environment
Familiarity with Derivatives, Cash Securities and or Traditional Credit Products or trading/settlement applications will help you to be successful in the role
The role will support the Vice President, finance and administration, but will work independently to support the investment team and the operations team
Review and assessment, in conjunction with the operations team, of monthly operational and financial reports
Portfolio and project cash management and distributions
Supporting the Business Unit Managers to analyse and communicate financial information to the regional and Global heads of Operations
Production and analysis of monthly financial reporting, providing insight and variance commentary
Work across the team to develop Allocations methodologies documentation and variance analysis and commentary reporting to support in answering questions relating to cost allocations
Document and communicate processes/ polices across the team headcount approvals, metrics, accruals

Finance Operations Associate Qualifications

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

Licensing or Certifications for Finance Operations Associate

List any licenses or certifications required by the position: LPA, PMP, CPSM, CDCS

Education for Finance Operations Associate

Typically a job would require a certain level of education.

Employers hiring for the finance operations 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, Engineering, Economics, Education, Business/Administration, MBA, Management, Technology

Skills for Finance Operations Associate

Desired skills for finance operations associate include:

International accounting standards would be an added advantage
Standard processes and related transactions
MS Office
SAP FI module and MS Office
SAP FI module
Basic finance principles
SAP FI module an advantage
SAP FI module and MS Office is an advantage
MS Excel
Order to Invoice processes is an advantage

Desired experience for finance operations associate includes:

Transaction reporting, takeover panel, large position reporting
Governance obligations
EMIR/CFTC
Interest in the operational aspects of financial markets and a willingness to learn and keep abreast of the ever changing regulatory landscape applicable to the firm
Pro-active, self-motivated and well organized along with strong abilities to influence others in a dynamic environment
Experience in renewable energy (wind and solar), particularly in monitoring and reporting on operational wind or solar assets is desirable, but not a requirement

Finance Operations Associate Examples

1

Finance Operations Associate Job Description

Job Description Example
Our growing company is looking to fill the role of finance operations associate. 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 operations associate
  • Support financial and headcount analysis, including the annual and quarterly planning processes
  • Provide ongoing validation, reporting, tracking and forecasting of headcount, expenses and allocations
  • Review and provide headcount and budget analysis & reporting to senior management in Operations
  • Facilitate and consolidate annual budgets & reforecasts as part of the annual and quarterly processes
  • Review and facilitate headcount approvals including hiring, mobility, and contingent workers extensions
  • Produce ad-hoc and periodical reports for Operations Leadership team on expense, par capita, staff utilization, and Operations support model
  • Developing and managing User Acceptance Test Plans associated with the sourcing of new or enhanced data supplies for Traditional Credit products both into the strategic environment into the legacy environment
  • Preparation of monthly distributions statements and reports for the securitised transactions
  • Preparation of periodic and ad-hoc reporting including internal management reporting, regulatory submissions, investor reports and presentations
  • Deal administration including new deal set up and ongoing maintenance
Qualifications for finance operations associate
  • At least 4 years of professional experience with a Finance & Accounting background (Accounting preferred)
  • At least 4 years of experience in Microsoft Excel, Access, SharePoint, PowerPoint
  • At least 4 years using analytical capabilities with metrics and data
  • Entrepreneurial spirit as you will be managing your own business
  • Confident and a strong people person
  • A resilient "never say die" attitude
2

Finance Operations Associate Job Description

Job Description Example
Our growing company is looking for a finance operations associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for finance operations associate
  • Implement and Enhance critical control processes around end to end processing of Trade Finance Operations, which includes daily reconciliation, monitoring and Compliance checks, Sorting and scanning of relevant documents to Offshore processing centre
  • Works closely with Off-shore processing centre team, Branch Trade Finance Ops team members, and Client service team members to ensure seamless service delivery
  • This will involve collating and mining sources of consumption data quality metrics such as the Accuracy & Completeness of Data (ACD) index
  • This role will work closely with relevant stakeholders to identify the root cause of some of these open Data Quality issues and drive resolution
  • It is expected that a portion of the role will be to drive the build out of additional metrics in addition to working with what already exists
  • Close collaboration with the Finance & Risk Roadmap Data Metrics Initiative team will be required
  • The essence of this team is to build a comprehensive, metrics-driven view of Finance & Risk data quality, and drive measurable improvements in data quality via solutions identified from that fact-base
  • As such, the majority of the time and effort will be spent on performing business analysis to determine root causes and solutions to the identified DQ Issues, in close partnership with Tech and Ops
  • Works closely with Chief Operating Officer (COO) on a variety of projects that support and facilitate key aspects of business and operational planning
  • Support strategic initiatives and projects as needed
Qualifications for finance operations associate
  • An understanding of working with preferred clients and vendor management portals is preferred
  • Helping with preparation of materials for new business pitches creating PowerPoint slides or undertaking Excel tasks
  • Ability to develop and maintain strong partnerships and gain consensus on key decisions
  • Experience with variance analysis and operating margin analysis
  • Advanced skills developing Qlik dashboards, optimizing underlying Qlik data models and performing Qlik server administration functions
  • Prior experience interpreting and analyzing complex data sets, and providing actionable recommendations
3

Finance Operations Associate Job Description

Job Description Example
Our company is looking to fill the role of finance operations 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 operations associate
  • Utilize project management best practices to track book of work priorities, communicate updates, & manage projects to successful completion
  • Evaluate operational functions to ensure executional excellence
  • Assist with our investor relations program
  • Identify and measure key performance indicators for the Company
  • Manages staff, which may include interviewing and selection, job description preparation, professional development, goal setting, performance management, coaching and mentoring, employee counselling, and separations
  • Consolidate / compile cost center forecasts every 3 months for Global Operations area, OCOS and Indirect Distribution areas in North America, based on discussions with various departments, and provide summaries and analyses to management
  • Track capital and expense spending related to NPD projects
  • Handling commissions and the analysis of them
  • Incepting teams, initiate requirements gathering, and conceptualizing initial MVP
  • Build and manage product backlog with Developers, UI/UX Designers, Product Owners as part of continuous build-measure, and learn process
Qualifications for finance operations associate
  • Administrator/power user of of Oracle Financials, HFM, IBM Cognos TM1, IBM Cognos BI
  • Clear communicator, written and verbal, able to articulate and present strategic and tactical objectives including underlying business rationale with appropriate audience sensitivity
  • The Trade Finance Operations Officer is responsible for Monitoring and critical controls of our end to end Trade Finance Operations transactions processing
  • Facilitates communication between functional teams to share knowledge and good practice, and to foster a focus on process and performance efficiency
  • Responsible for building and managing relationships with GTB front office and other internal and external parties in particular around the more time critical, complex or regulated Trade Finance structure and processing
  • Minimum 5 years relevant experience in Trade Finance technical areas, supporting GTB Trade Finance Business
4

Finance Operations Associate Job Description

Job Description Example
Our growing company is looking to fill the role of finance operations 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 operations associate
  • Become a subject matter expert to mitigate risk and drive efficiencies
  • Establish new controls for IBD Operations by partnering with Technology to design, build, and operate in a straight through processing (STP) environment
  • Collaborate with our technology and business partners to enhance systems and workflows
  • Provide data analysis and management reporting
  • Apply regulations found in Medicare Managed Care Manual and Prescription Drug Benefit Manual, established internal policies and procedures to routine membership billing tasks
  • Generate and quality-check notices from system such as invoices, acknowledgment letters, disenrollment notifications
  • Ensuring robust and consistent operating procedures are in place, maintained and adhered to and that the team fully meets and understands the operating standards
  • Quarterback efforts in producing Business Review and Control decks and acting as the single point of contact with the Business Management Team to provide results
  • Lead efforts in gathering and developing material for ad hoc requested reports
  • Develop a Data Quality metrics roadmap across Finance & Risk Operations, with a focus on integrating the Finance & Risk Operations, Finance & Risk Project Management and Finance & Risk Technology agendas that center on capturing data quality issues under our book of work, including key messages and status
Qualifications for finance operations associate
  • Knowledge of SQL and Axiom a plus
  • Bachelor’s Degree required, Master’s degree in business administration, accounting, or finance preferred
  • Thorough knowledge of principles and practices related to budget development and financial analysis, familiarity with generally accepted accounting principles for not-for-profit higher education organizations
  • Five to seven years progressive experience in athletics administration, budget oversight, strategic budget planning, experience with Sungard Banner Finance systems a plus
  • Understanding of the outsourcing process market trends and commercial positions
  • 5+ years of program and/or project management experience preferred
5

Finance Operations Associate Job Description

Job Description Example
Our innovative and growing company is hiring for a finance operations 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 operations associate
  • Generate reports from various sources
  • Act as a single point of contact to analyze Business Review Presentations in order to identify any new data quality issues and / or align a potential data quality issue to an existing issue
  • Drive the metrics program to greater levels of maturity with a focus on automation of data collection, leveraging existing toolsets
  • Maintain metrics reports which can be tailored for a variety of uses to support ad-hoc requests
  • Act as a lead facilitator across Global Finance & Risk Operations to log newly identified data quality issues and to provide transparency back to the Finance & Risk Operations team
  • Provide support to the CFO, including meeting and calendar management, processing print requests, making travel arrangements, researching and providing guidance to staff on signatory authorities and corporate policies, ensuring that documents needing SVP signature are processed in a timely fashion
  • Coordinate staff events including submit catering requests, send Outlook invites to the region, liaise with internal staff on room set-up and confirm set-up, coordinate any required meeting materials, and liaise with external vendors as appropriate for off-site meetings/events, and agenda development and dissemination
  • Provide support to employee transitions, adding/removing employees to/from divisional listservs, submit new desk set-up requests, check workspaces after employees have left, return employee badges, and submit exit check-lists
  • Assist with budgeting and forecasting processes including tracking and updating divisional expenditures against approved annual budget, personnel/employee relations spending, and monthly staff reforecasting and variance projections
  • Support divisional personnel management and employee transitions including submit draft payroll change forms
Qualifications for finance operations associate
  • Requires a strong business analyst to engage in a fast moving and large-scale credit architecture development program
  • Knowledge of Credit risk management processes, to manage products under the banking book (Lending, Trade Finance and CASA), and E2E credit risk management operating model
  • Agile experience in product backlog management, testing
  • Proven track record in the delivery of credit risk technology solutions
  • Minimum of 5 years of working experience within an international banking environment, with at least 2 years in a credit-related domain
  • A motivated self-starter with ability to multitask but requires minimal supervision to meet challenging targets, embody a `whatever it takes to get the job done attitude

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