Financial Analysis Associate Job Description
Financial analysis associate
provides business user training on the Medtronic HFM and Essbase data structures and using the Smart View Excel add-in for ad hoc reporting.
Financial Analysis Associate Duties & Responsibilities
To write an effective financial analysis associate job description, begin by listing detailed duties, responsibilities and expectations. We have included financial analysis associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Compile and upload forecasts into Essbase
Conducting financial modeling (Excel)
Conduct actual vs
Maintain control agenda regarding corporate model governance, RCSA’s, user tools
Driving the resource forecasting process across multiple Product Area’s within Enterprise Technology to ensure compliance and accuracy to the budget and/or forecast
Assist in the reporting and analysis of HR recruiting information
Help create multi-year resource forecasts for Product Area’s being supported at different hierarchy levels with business area and location
Ensure data integrity and accuracy in all reporting and forecasting initiatives
Communicate actual results versus plan/forecast during weekly and monthly meeting with customers
Perform ad hoc resource analysis and actuals research
Financial Analysis Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Analysis Associate
List any licenses or certifications required by the position: MRP
Education for Financial Analysis Associate
Typically a job would require a certain level of education.
Employers hiring for the financial analysis associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Economics, Business/Administration, Business, MBA, Education, Statistics, Management, Engineering
Skills for Financial Analysis Associate
Desired skills for financial analysis associate include:
Excel
P&L
Essbase
Healthcare industry
Microsoft Word
PBM
PowerPoint/PitchPro
Essbase and SQL
MS Excel and PowerPoint
MS Excel and advanced data manipulation functions
Desired experience for financial analysis associate includes:
Strong team player who can partner well with the team other finance groups
Internal presentations given to staff (bankers, branch staff)
External presentations given to investors (JPM Investor Day, analyst presentations)
Execution of test cases and evaluating actual vs
4-6 years of relevant experience in a product or legal entity control role
Demonstrated experience interacting with core accounting and MIS reporting architecture
Financial Analysis Associate Examples
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Financial Analysis Associate Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial analysis associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial analysis associate
- Research issues to identify changes in trends and communicate variances versus budget in advance of month-end
- Update, maintain and reconcile forecast file, linking into headcount, vendor, telecom, investment and asset files
- Analyze and explain variances against Plan and Forecast
- Monthly accruals and prepays management, monthly meetings with accounting teams
- Provide capital forecasts for input into corporate reporting
- Verify monthly asset uploads from WIP
- Reconcile monthly payroll and FTC spend
- Manage headcount and cost centre changes
- Planning on an annual basis, ensuring approved positions are uploaded to the business with related analysis available for up line reporting, in a timely fashion
- Corporate HR
Qualifications for financial analysis associate
- Extremely proficient in computer navigation
- Degree in a quantitative discipline (Mathematics, Statistics, Engineering, or related quantitative field) preferred, and 3-5 years of work experience in a related field, with a strong interest in finance, economics and / or policy
- Experience with economic models, pricing models, capital models, financial forecasting, backtesting and model validation is a plus
- Knowledge of statistical modeling software
- Identify and highlight saving opportunities by extrapolating large amounts of financial data
- Generate expense walks/analysis for Quarterly Earnings, Investor Day and Business Review meetings including Annual Budget Reviews
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Financial Analysis Associate Job Description
Job Description Example
Our company is looking to fill the role of financial analysis associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial analysis associate
- Benefits (HR Aligned)
- Firm wide Workforce Analytics
- Incentive Compensation (Stock & Options)
- Trusted advisor to CIB Tech Business managers
- Prepare detailed examination work and execute regularly scheduled Risk & Control Self-Assessment (RCSA) processes for the FQA platforms, in accordance with internal policies and standards
- Develop recommendations to strengthen internal controls and improve operational efficiency, based on issues, and associated rankings, identified during examination
- Communicate effectively and establish strong relationships within the FFA team and other Finance Control functions, and report test findings in approved documentation format within tight timelines
- Assist FQA Business Lead and internal process owner(s) with the development of action plans to address significant process and/or control gaps identified during the examination
- Track to closure all risk-based process reviews, pre/post audit reviews, action plan validations, due dates in appropriate internal systems
- Stay updated with internal RCSA and other control principles, standards, policies and procedures, templates, and communications, in order to minimize the risk of noncompliance
Qualifications for financial analysis associate
- BS in Economics, Finance or related discipline preferred
- Extensive knowledge of Python for scientific computing, numpy, numba, cython, pandas
- Knowledge of typical tooling for statistical modeling tooling highly desired (R, Matlab, SAS)
- Advanced degree in statistics, econometrics, quantitative finance or related quantitative field is required
- Good understanding of quantitative models, cash flow calculation, simulation methodology
- General knowledge of accrual based and cash flow based accounting
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Financial Analysis Associate Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of financial analysis 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 financial analysis associate
- Supporting forecasting activities for the CCAR process
- Support the design of economic forecasts, working closely with key partners including suppliers of economic variables (JPM Economic/Strategy research teams or other experts) and users (Risk and Finance)
- Monitor daily economic releases and events, and stay abreast of trends in equity markets, fixed income markets, mortgage markets
- Analyze historical trends to independently assess the trajectories of prior economic and financial cycles, and the performance of various asset classes within those cycles
- Understand variable definitions and sources
- Coordinate and manage the team’s multiple project workstreams, with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timelines, ensuring successful downstream implementation
- Communicate with key stakeholders such as Finance and Risk, Planning & Analysis, quantitative model development, Investor Relations and senior leadership to manage and coordinate inbound questions, deliverables, and ad-hoc requests
- Ensure a solid understanding of how key economic variables and derivative assumptions are devised, how they are interdependent, and how they are transferred into and applied to product and Line of Business models
- Create presentations to describe and compare the overall economic scenarios developed in each forecasting cycle
- Develop data model specifications that support the business objectives and the integrated architecture, including data sources, ETL, calculators, analysis and reporting tools
Qualifications for financial analysis associate
- Knowledge of JPMC’s RCSA program, control process environment, is a definite plus
- Ability to work independently and collaboratively within groups of people (team player)
- Ability to develop meaningful and effective working relationships with fellow colleagues and senior FFA management
- Proficiency in Microsoft Office applications, esp
- Advanced degree in Finance, Information Systems or related quantitative field is required
- Participate in the Expense Programs project and manage/lead multiple expense initiatives across various functional teams
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Financial Analysis Associate Job Description
Job Description Example
Our growing company is looking to fill the role of financial analysis associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial analysis associate
- Explain profit and loss and movement vs
- Support forecasting activities for the CCAR
- Variance analysis of budget vs
- Participation in all aspects of the Finance function including reporting, analysis and forecasting
- Assist with the preparation of accurate and timely monthly financial reporting packages including provide interpretative and analytical support to business partners
- Direct involvement with CDB business partners, Corporate Tax and CB Finance to facilitate the forecasting, planning and annual budgeting process
- Pricing/profitability analysis for both lending and investing businesses
- Ability to partner with business to research and summarize new products
- Partnering with Commercial Bank Finance on various centralized initiatives
- Entry level position responsible for answering incoming phone calls from our agents and distribution partners
Qualifications for financial analysis associate
- Bachelor’s degree required, preferably in finance, accounting, economics or real estate
- 1+ year of Financial Planing & Analysis experience
- 5+ years of work experience, with a strong interest in Finance and / or Economics
- Exceptionally detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate relevant conclusions
- Experience managing project workstreams across multiple key stakeholders
- Experience with economic and financial modeling a plus
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Financial Analysis Associate Job Description
Job Description Example
Our growing company is looking for a financial analysis 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 financial analysis associate
- Answer incoming phone calls from agents regarding compensation or debit balances
- Respond to agent inquiries via email or phone
- Audit compensation payments (commissions, overrides)
- Research and resolve compensation issues
- Prepare necessary journal entries to resolve discrepancies
- Read and Interpret commission schedules and statements
- Guide agents with agent web portal
- Run MS Access queries
- Assist finance function, as necessary
- Preparing the various forecast projection guidance for line of business budgeting
Qualifications for financial analysis associate
- At least five years of experience in financial analysis and management reporting, preferably gained from multinational corporations
- Excellent command in written and spoken English and Chinese
- BS degree with emphasis in Finance or Accounting
- Monthly financial analysis and reporting, including Budget vs
- Experience in business partnering role, including understanding of functional area roles, responsibilities, and interdependencies of the drug development process
- Candidate must be a self starter who is able to work in a fast paced, results driven environment with limited supervision