Finance Trainee Job Description

Finance Trainee Job Description

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Finance trainee provides guidance to both regional Finance and Business Managers on US GAAP accounting standards and requirements for new transactions and strategies.

Finance Trainee Duties & Responsibilities

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

Sample responsibilities for this position include:

Translation of pitches or materials from English to Chinese
Project working on improving purchase hedge forecast' (USD needs) accuracy
Update and monitor all FX deals initiated by Group Treasury
Assist to manage the liquidity reporting of adidas International Trading BV
Analyzing the cash flow movement in relation to the changes in P&L and BS accounts of adidas International Trading BV
Assist to perform analysis of actuals vs forecast for both Exchange Rate Variance and Liquidity Planner
Professional Training - make progress along the professional training development path
Play an active role within the team in further improving the Finance environment
Management reporting for Australian, North America, UK & Asian domiciled entities
Preparation of monthly balance sheet reconciliations & General Ledger processing

Finance Trainee Qualifications

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

Licensing or Certifications for Finance Trainee

List any licenses or certifications required by the position: VAT, PF

Education for Finance Trainee

Typically a job would require a certain level of education.

Employers hiring for the finance trainee 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, Business/Administration, Graduate, Management, Engineering, Accountancy, Communication

Skills for Finance Trainee

Desired skills for finance trainee include:

Excel
US GAAP
Accounting and finance terminology and general application
Billing systems
Both written and spoken
Company operations
Electronic payment systems
English
Industry: helpful but not essential
Microsoft Excel and PowerPoint

Desired experience for finance trainee includes:

Month end reconciliation of books to reported
Extraction of details for Tax Assessment
Working on Income Tax, Service Tax, Works Contract etc
Other related tasks and requests
Good academic and strong accounting background
Financial Products knowledge desired

Finance Trainee Examples

1

Finance Trainee Job Description

Job Description Example
Our growing company is hiring for a finance trainee. 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 trainee
  • Involvement in various GFS & General Ledger projects
  • Execution of operational risk processes
  • Legal entity maintenance & compliance
  • Trade bookings of stock lending, swaps, repos, FX, basis swaps, cash borrows
  • Liaise and coordinate with Front Office support teams
  • To liaise with different internal departments to complete various reporting requirements
  • To assist preparation of security and other related documents
  • To follow up the flow of financed transactions
  • To prepare minutes for internal meetings
  • To obtain and collect market/industry information and prepare analysis of market update
Qualifications for finance trainee
  • You will gain expertise in process analysis and design combined with the knowledge of putting real world data into systems
  • We offer a multicultural, team-oriented environment with flat hierarchies
  • You will join our motivated team at our branch in Zurich, Basel or Lausanne
  • Depending on the topic, we can offer advisory support for your Master thesis
  • Bachelor degree completed or in Master studies related to Economics with IT background or IT/Computer Science with sound accounting background
  • Full availability for three or six months
2

Finance Trainee Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of finance trainee. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for finance trainee
  • Issuance of credit notes
  • Daily and monthly sales reporting using SAP
  • Input of trade agreements in SAP
  • Gather information from a variety of sources on potential customers and targets (company accounts, broker notes, market reports, Bloomberg, Internet)
  • Analyze in details and prepare precise summary about the corporate profile (market, business, competition, organization, ) historical audited accounts
  • Assess the quantitative implications of the acquisition (financial impact, ) in connection with other departments of the Bank involved in the project (Syndication, Equity Capital Markets, Debt Capital Markets, Rating Advisory, Legal)
  • Modelling the petroleum economics of upstream oil and gas assets
  • Interpreting contractual terms from project contracts (production sharing agreements, concession contracts, construction contracts, offtake and leasing contracts) to provide a model reflecting the contractual framework of the project
  • Modelling debt and sensitivities from term sheets, loan documents and information memorandums
  • Assist senior team members in preparing credit files addressing the key lending decision criteria for proposed loans
Qualifications for finance trainee
  • You will be integrated into a project team from the start where you can count on the support of your experienced colleagues
  • Readiness to take on responsibilities and work independently
  • Reconciliation of client's accounts
  • Attend credit control mailbox - solve queries regarding clients' accounts and escalate issues to Credit Controllers according to established priorities
  • Assist team on creation of AR reports
  • Create Vendor forms
3

Finance Trainee Job Description

Job Description Example
Our growing company is looking for a finance trainee. 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 trainee
  • Assist in running internal process (KYC, profitability calculations, ) to manage risk and profitability
  • Support management for internal monitoring and reporting
  • Identify potential client and deal opportunities
  • Consolidate the Regional risk indicators report and perform the 1st level analysis
  • Provide all the necessary support to COS on the oversight of off-shoring hub in Bangalore (~100 staffs supporting Asia Pacific finance teams)
  • Assist COS to prepare the Asia Pacific roadmap and progress update presentation to management and staffs
  • Assist to drive the ad-hoc and regular transversal topics with the EXCO members in Asia Pacific (8 locations)
  • Support & coordinate the internal event organization All staffs meetings, pop-up events & trainings
  • General communication and coordination of transversal topics of the department
  • Be the back-up to ensure the Asia Finance Weekly Status consolidation ready on time for line manager review
Qualifications for finance trainee
  • Tax - prepare tax residency certificates & obtain WH tax certificates from clients
  • Assist team on process improvement
  • To support senior team members in credit analysis with particular focus on financial modelling
  • To support the deal team in internal processes such as profitability calculations, KYC, ratings
  • To carry out research and analysis on existing and prospective clients
  • Internship in the oil and gas industry, or
4

Finance Trainee Job Description

Job Description Example
Our company is hiring for a finance trainee. 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 trainee
  • Ensure accurate bookings and invoice control
  • Ad-hoc reporting and analysis as required by the business
  • Apply business and accounting knowledge to make sense of the transactions and challenge when necessary
  • Support the wider Finance & Administration in tasks
  • Work with key stakeholders in the wider business to ensure that all financial risks in business operations are controlled and mitigated, and improved where appropriate
  • Assist with units forecasting and work with the business to explain deviations from monthly actual
  • Support Ad hoc finance projects and be a key user for finance applications
  • Support office administration in different tasks like office supply and car service
  • Organize meetings, conferences and other gatherings
  • Learn about TI – history, businesses and operations
Qualifications for finance trainee
  • Nestlé reserves the right to disqualify any entry at its discretion
  • Internship in project finance/RBF/structured finance at another financial institution
  • Experience in several of our business groups and corporate finance departments
  • Participation in the annual leadership development conferences
  • Regular exposure to senior leadership
  • 3 different roles with several responsabilities, allowing for the accelerated development of new skills
5

Finance Trainee Job Description

Job Description Example
Our company is looking to fill the role of finance trainee. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for finance trainee
  • Understand accounting concepts in manufacturing sector
  • Assist with statutory filing
  • Participate in various internal audits
  • Learn about day-to-day tasks and help the team with ad hoc projects and analysis
  • Support the team in monthly reporting
  • Participate in the automation and offshoring initiative in cooperation with the Head-Office, the project teams and our Bangalore team
  • Participate in the analysis of financial results for the business line and senior management of the bank
  • Lead a regular review of our processes and procedures to cater to new business requests, improve operational efficiency, optimize processes and ensure risk controls and regulation compliance
  • Perform a first level risk control in owned process, proactively work with other financial controllers and Bangalore team
  • To ensure compliance with internal procedures and guidelines (SHB, clients on-boarding, credit risk checks, product guidelines, margin policies, restructuring policies, .)
Qualifications for finance trainee
  • Mentoring and feedback from 3 different assignment managers
  • 36-month trainee program
  • Full-time offer letter and performance-based remuneration
  • Completed master’s degree in business administration with focus in finance
  • Good university track record substantiated by grades
  • Strongly independent work style

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