Financial Analysis Job Description

Financial Analysis Job Description

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Financial analysis provides financial records, including audit trails, that are aligned with accounting procedures, principles and government acquisition regulations.

Financial Analysis Duties & Responsibilities

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

Sample responsibilities for this position include:

Develops financial processes, tools and controls to support business requirements
Lead all local statutory compliance requirements as the country finance leader, partnering with Accounting and Legal
In co-operation with regional business controls team, ensure adequate internal controls are in place in the business and that there are adequate procedures and processes within the organization to maintain a strong control environment
Ensure all relevant information is passed to accounting at the end of the quarter to enable them to correctly close the books and to make appropriate decisions on revenue recognition entries
Partnering with Sales leadership to drive organization to meet financial targets
Leads the financial planning process for a business unit
Helps develop and execute on strategic initiatives
Perform monthly data validation process
May effectively manage staff to achieve performance standards, develop and motivate staff to achieve effectiveness
Manage regular and ad hoc analysis on business profile, trending of different offerings, segments, sales team to provide insights to Sales executives in tracking progress of business model transformation

Financial Analysis Qualifications

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

Licensing or Certifications for Financial Analysis

List any licenses or certifications required by the position: CPA, CMA, MBA, CFA, EVMS, FEMA, SAS, LEAN, CAMS, CIMA

Education for Financial Analysis

Typically a job would require a certain level of education.

Employers hiring for the financial analysis 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, MBA, Business, Economics, Business/Administration, Education, Management, Financial Analysis, Finance/Accounting

Skills for Financial Analysis

Desired skills for financial analysis include:

Excel
PBM
Processes
Healthcare industry
MS Office Programs
Accounting
Federal Acquisition Regulations
Related disciplines
SAP
SQL

Desired experience for financial analysis includes:

4+ years Financial Planning and Analysis
Ability to present complex business ideas in a clear manner
Team Management, supervision of daily work, providing feedback, appraisals
Articulate outcomes of analysis and relevant insights
Partner with business leadership to assess the financial implications of ongoing efforts to grow the organization
Participate in the Expense Programs project and manage/lead multiple expense initiatives across various functional teams within CCB

Financial Analysis Examples

1

Financial Analysis Job Description

Job Description Example
Our company is looking for a financial analysis. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial analysis
  • Undergraduate degree with a concentration in Finance or Accounting preferred
  • 3-5+ years of experience in financial analysis, public accounting, corporate finance, or comparable fields
  • With a high energy level, be proactive in anticipating demands from business partners while identifying areas of opportunity to improve financial reporting processes
  • Developing position memos and presentations to communicate issues and recommendations to Senior Management
  • Assisting with the development of presentations and/or supporting materials used to brief Board of Directors and investor community
  • Meeting all deadlines related to the director’s areas of responsibilities and assisting the Senior Management in meeting company deadlines
  • Timely and accurate submission of forecast elements
  • Responsible for development of analytical results for pre provision net revenue (PPNR) projection for supervisory stress testing
  • Works with the manager to assess development needs and assists in process to achieve desired future state
  • Works toward becoming a PPNR subject area expert and providing comprehensive, in-depth consulting to team and partners throughout the company
Qualifications for financial analysis
  • Coach, mentor and develop a high performing team
  • CA qualified + 4 years post qualified experience
  • Ability to be flexible, meet strict deadlines, organize and prioritize work
  • Ability to think ahead and anticipate problems, issues and solutions, understand what the audience needs
  • Willingness to perform across multiple roles, adapt to changing needs/deadlines, and remain calm under pressure
  • Strong business analysis and problem solving skills, including ability to interact with multiple data sources, data analysis, manipulation of data, and ability to understand significance of data preferred
2

Financial Analysis Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial analysis. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial analysis
  • You will maintain and support the company’s Cost Accounting methodology
  • You will do ongoing control over the implementation of the cost accounting methodology
  • You will be cost accounting focal point for all financial units
  • Establish and maintain all financial and accounting systems for the company
  • Identify and manage impact of Accounting standards and other technical, regulatory changes on the business
  • Provide ongoing support to the WW Controls & Compliance Director that is responsible for strategic projects and executive support
  • Work with the Country General Manager (GM) to ensure profitable growth for the Indonesia business, delivering financial targets with strong business partnership
  • Work closely with regional Finance team cross functional teams like the LOB Domains, Marketing, IT, Logistics, Sales Operations, to develop, plan and implement key strategies and initiatives that will enable the accelerated growth of Indonesia market
  • Work closely with FP&A functions covering planning, budgets, outlooks, close and direct Opex management
  • Review and approval of commercial opportunities and understanding of competitor offerings/opportunities to be able to make informed pricing and other strategic decisions
Qualifications for financial analysis
  • Previous experience within media industry preferred but not essential
  • Experience in operational reporting/analysis environment a plus
  • You love exploring new ideas and always embrace changes
  • You’re an effective communicator and team player
  • 2+ years of software industry experience is preferred
  • 2+ years of experience in sales finance or sales & marketing organization is preferred
3

Financial Analysis Job Description

Job Description Example
Our company is looking to fill the role of financial analysis. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial analysis
  • Proactively identifies opportunities for continuous improvement and engages key stakeholders to deliver improvement in the accuracy and effectiveness of the financial planning processes
  • Manage all credit escalations, help minimize write-offs and deliver on with assistance from credit functions corporate DSO targets
  • Participate and decide on key local issues as a member of the country leadership team, including participating in management-employee meetings as required by the local labor laws
  • Ensure adherence to Governance, SOX & Revenue Recognition policy
  • Responsible for ownership of the data standardization process and develops, maintains, and automates tools and systems to support department’s monitoring and follow-up activities
  • Understands SSC and Revenue Cycle operations and technologies currently in place
  • Create exception based report generation for all departments
  • Assist Directors with information to improve department performance
  • Prepares, analyzes and reports on complex financial information
  • Provides management with a more complex financial perspective
Qualifications for financial analysis
  • Advanced knowledge of Argus software suggested
  • Other audit or compliance professional/industry certifications a plus (CIA, CISA)
  • Experience in the Pharmaceutical or Animal Health industry is considered an asset
  • Knowledge of multi-national financial reporting requirements
  • Understanding of foreign currency transactions and reporting
  • Portuguese desirable but not essential
4

Financial Analysis Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of financial analysis. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial analysis
  • Partner with accounting to ensure accurate financial reporting
  • Develop and implement advanced analytical tools that streamline processes
  • Anticipate management requests for information and analysis and take initiative to change or enhance processes as needed
  • Provides support to the financial analysis team in the preparation and delivery of analysis of financial information including complex financial analysis for his/her assigned area(s) of responsibility
  • Contribute to the continued development of Analysis, Forecasting, and Modeling tools
  • Consults/Analyzes on complex assignments and/or projects for his/her area(s) of responsibility
  • Conduct variance analysis
  • Arrange payment, check T&E and Payroll for regional offices
  • Focus both management and financial analysis
  • Budgeting and future forecast
Qualifications for financial analysis
  • Cognos reporting system desirable
  • Knowledge of Hyperion Essbase or similar financial system (preferred)
  • Advanced application of PowerPoint
  • Strong analytical skills are required to ensure thorough appreciation of the complex supply chain
  • Strong leadership and command skills to drive financial and business results
  • Global experience, ability to engage with Asia based suppliers, Fluency in Mandarin a distinct advantage
5

Financial Analysis Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of financial analysis. 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 financial analysis
  • Work closely with regional Finance team cross functional teams like the LOB Domains, Marketing, IT, Logistics, Sales Operations, to develop, plan and implement key strategies and initiatives that will enable the accelerated growth of Thailand market
  • Lead all local statutory compliance requirements as the country finance leader, partnering with legal
  • Proficiency level typically attained with 7+ years of experience in financial management
  • You will perform periodic analysis of expenses allocation
  • You will participate in Information systems Infrastructure and other ad-hoc projects
  • Supervise and coordinate the preparation and communication of the monthly, quarterly and annual financial statements, including revenue projections
  • Supervise the preparation of other reports, if any, of the fiscal condition of the company
  • Understand and apply the complex regulatory requirement of various acts, including IRDA and be the Key Management person as per the IRDA Act
  • Plan, organize and direct the financial management of the company and activities of the finance department
  • Co-ordinate and review preparation of summary presentations/reports to Executive, Statutory Boards, Group, and Audit Committee
Qualifications for financial analysis
  • Good interpersonal skills partnering with the procurement teams
  • Results driven and self- driven
  • Comfortable working remote and independently
  • Willing and able to deal with high degree of ambiguity and complexity adopting a hands-on approach
  • High energy Finance professional with a solid Controllership foundation who is proactive, solution oriented and customer focused
  • The successful candidate must be a team player, self-motivated, and have the ability to multi task and work in a rapidly changing environment

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