Financial Analyst, Analyst Job Description

Financial Analyst, Analyst Job Description

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Financial analyst, analyst provides subject matter expertise for MetLife’s Finance systems (PeopleSoft, Hyperion Suite, Essbase) in support of Finance users and processes (“record to report” and “plan to project”).

Financial Analyst, Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Track production spending through financial systems
Assist in budgeting and planning process, gather requirements and necessary information
Performing financial planning and analysis, including forecasting, annual budgeting, capital planning and ad hoc P&Ls
Work closely with Shared Service Finance to justify actual and budgeted allocations targeting Fixed Income businesses
Ability to forge and maintain partnerships across multiple areas (IB CFO, Prod Control, Human Resources, Group Finance, Expense Mgmt)
Prepares monthly ad sales invoices (agency billings) invoice revisions as necessary
Prepares by-title advertising sales revenue reporting for the monthly and quarterly general ledger closes
Responsible for summarizing by-title statistics from multiple sources in order to determine performance by property to accurately bill agencies, , track and report sales activity
Assists with responding to ad agency and advertising partner questions, resolving problems and reconciling discrepancies in order to expedite collections
Works with Sales team and Management to resolve discrepancies between ad sales orders and site statistics reports

Financial Analyst, Analyst Qualifications

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

Licensing or Certifications for Financial Analyst, Analyst

List any licenses or certifications required by the position: CPA, CMA, MBA, SOX, PMP, MRPT, CFA, CLASP, GBSC, ACCA

Education for Financial Analyst, Analyst

Typically a job would require a certain level of education.

Employers hiring for the financial analyst, analyst 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, Business, Economics, Business/Administration, Education, MBA, Graduate, Finance/Accounting, Engineering

Skills for Financial Analyst, Analyst

Desired skills for financial analyst, analyst include:

AS400
Bloomberg/Reuters
Concur an asset
Essbase would be a significant advantage
Essbase/Hyperion
Excel and power point
Regulatory requirements/processes
SQL
Trade life-cycle processes
Excel

Desired experience for financial analyst, analyst includes:

Production accounting and / or general accounting experience desirable
Must be able to communicate effectively and tactfully with all levels of personnel, corporate and production, both in person and on the telephone
Liaisons with Ad Operations group to facilitate indirect and other third party reporting
Assists with the design, implementation and ongoing development of ad sales support systems
Assists in fielding and responding to requests regarding participant audits, external and internal auditors for financial reporting and compliance audits/reviews and assisting with Sarbanes-Oxley (SOX) compliance and testing
Continuously assesses processes to make recommendations to implement improvements that will gain efficiencies, streamline workflow and improve reporting

Financial Analyst, Analyst Examples

1

Financial Analyst, Analyst Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial analyst, 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 financial analyst, analyst
  • Assist Finance Manager in preparing annual budget and quarterly forecasts for multiple divisions and brands
  • Assist in maintaining budget database
  • Actively participate in integration of two recently acquired companies into financials
  • Track monthly expenses and identify opportunities for savings
  • Update and maintain bonus compensation model
  • Reconciles and resolves charge-backs
  • Update financial reports monthly and quarterly, including sales summaries, sales outlook files and trial balance
  • Record monthly intercompany journal entry
  • Year-end reconciliation of inter-company activity
  • Assisting with the development and implementation of standardized analytical tools and reporting ad hoc reporting when needed
Qualifications for financial analyst, analyst
  • Ability to solve problems by gathering information, discuss options and make recommendations
  • Should have working knowledge of PowerPoint and Word
  • Experience with data mining and/or statistical analysis tools (Business Objects, OLS, ) is a plus
  • Minimum 2-3 years of experience in corporate finance preferred
  • BS Degree with emphasis in Accounting or Finance
  • 3-4 years of financial planning and accounting experience
2

Financial Analyst, Analyst Job Description

Job Description Example
Our company is looking to fill the role of financial analyst, analyst. 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 analyst, analyst
  • Partner with FNG finance by providing supporting data, and reviewing / analyzing data for payroll bank reconciliations
  • Assist with development of processes, procedures, and controls to improve efficiency, prepare special ad-hoc reports as required, and provide assistance with other projects as assigned or necessary
  • Monitor brands/regions to insure submission deadlines are met
  • Assist Corporate Reporting in the consolidation process
  • Assist in updating and maintaining budget reporting and reconciliation templates
  • Reconcile plan submissions to brand/regional Targets Prepare and analyze Segment and Regional reporting in SEC and Management Reporting formats
  • Assist in the compilation of monthly Executive Leadership presentations, quarterly Board of Directors' presentations and annual Strategy presentations by providing analysis and preparing schedules
  • Presentation processes
  • Prepare multiple and various ad-hoc analyses upon request
  • Report and understand all marketing campaign results (sales and markdown dollars) 60%
Qualifications for financial analyst, analyst
  • Ability to multi-task and work with a diverse group of people
  • Knowledge of Microsoft applications with a proficiency in Excel
  • PeopleSoft or other enterprise financial management software experience helpful
  • The position requires a Bachelor’s degree in finance &/or accounting
  • A minimum of 2 years’ experience in the finance area is necessary
  • The ability to work somewhat independently and be resourceful is preferred
3

Financial Analyst, Analyst Job Description

Job Description Example
Our company is looking to fill the role of financial analyst, 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 financial analyst, analyst
  • Use TM1 and Oracle Financial Systems to prepare monthly reporting packages for Senior Management
  • Assist as liaison between Finance and SG&A department management
  • Compile data and generate reports from the various Revenues system including WWS, Oracle Discover (ESS), eTrans, LSS and financial reporting systems – SAP, HFM
  • Assist in monthly and quarterly financial reporting process
  • Prepare financial reporting packages
  • Special projects related to financial analysis and reporting
  • Reconcile balance sheet accounts and prepare journal entries monthy and prepare quarterly footnote package
  • Practice the fundamentals of data analysis
  • Perform payroll expense account analysis for monthly, quarterly and year-end close
  • Prepare reconciliations and perform account analysis on multiple general ledger balance sheet accounts on a monthly basis and report on variances
Qualifications for financial analyst, analyst
  • Must has a working knowledge of basic accounting principles
  • Fluent with Excel, MS Word, PowerPoint, and Outlook
  • Advanced proficiency in Microsoft Applications required (Excel, PowerPoint & Word)
  • Highly organized in nature
  • Basic knowledge of GAAP/SEC accounting and reporting
  • Bachelor’s degree in accounting/finance required with a minimum two years of experience
4

Financial Analyst, Analyst Job Description

Job Description Example
Our growing company is looking for a financial analyst, analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial analyst, analyst
  • Update reporting documentation to reflect updated or improved procedures
  • Prepare and present the analysis results and recommendations to internal clients ('business case')
  • Implement the standardizing and automating of ways of doing business in terms of analysis, report and financial management
  • Analyze financial data by comparing and analyzing plans and forecasts with actual results by working with various departments to determine reasons for fluctuations
  • Create, develop, modify and manage reporting tools and templates
  • Assist management in developing and preparing flash, forecast, and budget updates
  • Maintain financial close reports and various checklists
  • As directed, assist with requests related to SOX compliance and year-end financial audits
  • Create and prepare various ad-hoc reports and projects to Management
  • Provide reporting support related to Bayview’s legacy securitization shelves
Qualifications for financial analyst, analyst
  • Knowledge of PeopleSoft or similar accounting software a plus
  • Strong written and oral communication with customers and senior management
  • Candidate must be pro-active, organized and have ability to work independently
  • Requires a four-year college degree in Finance, Accounting, or a related field, or the equivalent combination of education and experience
  • At least 1-2 years of previous general ledger and accounting experience with an emphasis on analysis of variances and bank reconciliation experience is required
  • Proficiency in Excel, Word, Outlook and Power Point required
5

Financial Analyst, Analyst Job Description

Job Description Example
Our company is searching for experienced candidates for the position of financial analyst, analyst. 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 analyst, analyst
  • Working with concession finance staff to optimise operating performance
  • Providing IFRS support to concession finance staff
  • Uploading financial information onto the Balfour Beatty Hyperion consolidation system
  • Research and resolve questions and problems relating to loan processing
  • Assist department supervisor with projects and conversions
  • Prepare, revise and improve periodic reports and budgetary planning for internal clients
  • Update various weekly and periodic reports
  • Identify opportunities for performance improvement (including cost reduction) for the areas of activity under his/her responsibility
  • Take part in the long term financial planning (strategic plan 3-5 years)
  • Complete ad hoc tasks and mandates
Qualifications for financial analyst, analyst
  • Actuals versus Budget variance analysis
  • Perform monthly Pacing updates with latest production forecast
  • Month-end general ledger and sub-ledger closing and consolidation
  • Prepare and post Journal Entries and Accruals as required
  • Quarterly balance sheet reconciliations
  • Prepare month-end reporting for Operations and Financial Planning and Analysis teams

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