Financial Analyst Associate Job Description

Financial Analyst Associate Job Description

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Financial analyst associate provides analytical support and analysis to the Director of Financial Planning & Analysis, VP Finance & Accounting, CEO, and other senior management.

Financial Analyst Associate Duties & Responsibilities

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

Sample responsibilities for this position include:

Performs basic financial analysis (Excel, ProCalc & ARGUS modeling)
Reads, abstracts and analyzes legal real estate related documentation – leases and corporate financial statements for relevant financial information that will have an impact on the real estate financial analysis
May liaise with Commission Accounting on behalf of the broker team in regard to broker commissions, outside broker payments, and broker pay discrepancies
Participates in all Financial Analysis calls and meetings
Complies with all project and time tracking reporting requirements for Financial Analysis OTT
Manage, process and review contract information forms (CIFs) for appropriate input to CostPoint system for project reporting and revenue recognition per contract terms
Serve as a business partner for specified function on accounting and finance related questions
Bachelor's Degree in Finance or Accounting or Ecomonics
Monitor actual costs and activity within division to ensure proper treatment and accounting
Maintain responsibility for payroll related accounting entries and reconciliations

Financial Analyst Associate Qualifications

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

Licensing or Certifications for Financial Analyst Associate

List any licenses or certifications required by the position: CPA, CMA, RMA, CFA, ALM, MBA

Education for Financial Analyst Associate

Typically a job would require a certain level of education.

Employers hiring for the financial analyst associate 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, Education, Business/Administration, Associates, Finance/Accounting, Communication, Mathematics

Skills for Financial Analyst Associate

Desired skills for financial analyst associate include:

Basic Finance and Accounting concepts
Excel & Power Point
Healthcare industry
PBM
Accounting
Capital IQ and Bloomberg are
CostPoint
Enterprise planning systems and relationship pricing models
Financial analysis
Financial and management accounting principles

Desired experience for financial analyst associate includes:

Track overall testing completion metrics & analysis
Analyzes product development actual effort hours for software releases, and compares to original business case estimates
Responsible for preparation of forecast and month-end close packs comprising of comparisons of revenue and expenses
Commentary on the variances & collation of data for reporting packages
Preparation of various Title reports displaying financial details of new EA game titles
High data accuracy & keenness on number matching is a must

Financial Analyst Associate Examples

1

Financial Analyst Associate Job Description

Job Description Example
Our company is looking to fill the role of financial analyst 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 financial analyst associate
  • Provide platform-wide support to the various CM businesses in areas such as monthly accruals and expense reporting and analysis, must possess the ability to liaise with other professionals residing within Finance, in other Functions groups
  • Provides recommendations to brokers
  • Demonstrates continual development of modeling skills and competencies Increases complexity and scope of the position with time in the role
  • Prepares clear concise summary documentation and spreadsheets that support and explain the basis of the analyses for use in client presentations, proposals and/or reports
  • May assist with the drafting and preparing of Offering Memorandums and Request for Proposals
  • May assist with market research of prospective accounts
  • Responsible for the execution of key tier 1 and 2 compensation processes as assigned
  • Supports modeling/analysis requests, supports leadership with analytical needs
  • Supports division leadership with the project management activities for the year end processes
  • Ownership and oversight of team procedures
Qualifications for financial analyst associate
  • Extensive knowledge of Essbase, PowerPoint and expert knowledge of Excel
  • Compilation of quarterly, annual and long term budget and forecast submissions for MSR asset and revenues
  • Close working relationship with Finance and P&A groups for accurate, cohesive, and timely reporting of forecast updates
  • Substantiation of MSR inputs, model changes, and results for analysis, risk management, and external reporting
  • Backup role for processing of daily and month-end P&L reporting
  • Backup role for daily P&L substantiation and attribution of revenue drivers
2

Financial Analyst Associate Job Description

Job Description Example
Our innovative and growing company is hiring for a financial analyst associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial analyst associate
  • Assess and identify potential risks and problem areas
  • Provide timely reports and analysis
  • Ability to conduct basic forecasting
  • Passionate about driving process improvement
  • Functional knowledge of Financial Planning and Analysis
  • Drive standard finance management process, keep on looking for opportunities of improvement
  • Support FP&A manager developing and improving the planning & forecasting tools
  • Collaborate with division team, build regional business intelligence capability, providing visibility to commercial team and improve forecast accuracy
  • Clean up finance related information in HR management system, ensure data integrity
  • Support annual planning process at regional level, consolidate forecast submitted by countries, prepare preliminary analysis for executive review
Qualifications for financial analyst associate
  • Excel skills (pivot tables, vlookup, sum-if, data manipulation, user developed formulaes, macros experience preferred but not required)
  • GPA of 3.25 overall, 3.5+ in major preferred
  • Advanced degree from top-tier school preferred
  • 2-4 years experience with a top-tier management consulting or financial services company
  • Exceptional problem solving skills (issue identification, structuring, quantitative and qualitative analysis, creative development of actionable recommendations)
  • Ability to build strong relationships with all band levels and work effectively in a collaborative team environment
3

Financial Analyst Associate Job Description

Job Description Example
Our company is growing rapidly and is looking for a financial analyst 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 analyst associate
  • Spend management and expense tracking for Regional Bank projects and initiatives, PMO admin support areas
  • Prepares standardized and ad hoc reports and/or journal entries in a timely, accurate and efficient manner
  • Coordinate with banks to ensure smooth payment processes
  • Maintain bank account data in Oracle PeopleSoft system
  • Perform monthly close and reconciliation processes
  • Assist with updating bank account signatories
  • Assist with bank account confirmation process
  • Assist with cash investments and applicable reporting of that information
  • Book journal entries related to Treasury activities – interest, foreign currency
  • Initiate or approve payments, as needed
Qualifications for financial analyst associate
  • Demonstrates a proficiency with Excel and other Microsoft Office Suite products
  • Associate’s degree or related study
  • Team player capable of communicating and collaborating across global and cross-functional partners
  • Able to vary work hours as needed to interface with global teammates
  • Minimum of 2 years related experience in field is required
  • Minimum of 2 years of hands-on Microsoft Excel experience is required
4

Financial Analyst Associate Job Description

Job Description Example
Our company is hiring for a financial analyst associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial analyst associate
  • Manage the day-to-day plan administration in coordination with the plan’s third party administrator
  • Lead the funding and reconciliation process for periodic and as needed retirement contributions
  • Monitor the data exchange between payroll and retirement plan vendors to ensure transmission accuracy
  • Handle inquiries from vendors and escalate employee inquiries to ensure timely resolution
  • Reconcile and audit employee contribution elections, deferrals, loan transactions and company match to ensure full plan compliance
  • Review monthly, quarterly, and annual reports and reconcile as necessary to maintain plan compliance
  • Assist with preparation of government filings, reporting requirements and participate in plan audits, as necessary
  • Review plan administration to ensure compliance with internal controls and governmental regulations
  • Provide analytical data support as it pertains to Plan Design changes and ad hoc requests
  • Work effectively with other internal teams Payroll, Legal, and Total Rewards Center of Expertise to resolve issues quickly and timely
Qualifications for financial analyst associate
  • Must be a team player, have strong interpersonal skills and the ability to collaborate with others
  • Ability to shift priorities quickly and adjust work schedule based on workload is essential
  • Flexibility and adaptability is essentia
  • Must be able to work independently, multitask, and prioritize workload in order to meet demanding deadlines
  • Ability to thrive in a challenging environment is necessary
  • Requires the ability to develop and design complex spreadsheets, databases, or report formats (based on a business need) to be used by other people
5

Financial Analyst Associate Job Description

Job Description Example
Our growing company is looking to fill the role of financial analyst 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 analyst associate
  • Manage financial data dashboards, scorecards and other metric-driven analytical assessments that accurately reflect the state of the program
  • Ensure all expenditures are in compliance with regulations and guidelines by Federal and Non-Federal sponsors
  • Assist with the E-Pro payment process as it relates to Faculty, Residents, and Fellows & Staff check requests and travel expense reimbursements
  • Follow-up on issues and open items without prompting
  • Communicate clearly and succinctly, initiate necessary communications without prompting from the Supervisor, to both internal and external colleagues in order to clarify issues, processes, to facilitate smooth operations and ensure clarity around issues or processes
  • Understands and follows instructions of Supervisor independently
  • Make recommendations regarding the process of creating the assigned analytics recommendations regarding the results of the analytics
  • Maintain various systems and data assets that support the specific financial areas
  • Assists in analysis of revenues, costs of sales and operating expenses
  • Performs reconciliations as needed at the line item level
Qualifications for financial analyst associate
  • Must have the ability to be a self-starter and work with minimal supervision
  • Earned Value Management, MS Projects, and Oracle experience are preferred
  • Proficiency in MS Office Suite (Excel, Word, Outlook, PowerPoint
  • Advanced proficiency with MS Office (Excel, Word, PowerPoint, and Outlook)
  • 2 – 3 years of accounting experience within a large organization, manufacturing industry is highly desirable
  • Extensive Excel 2010 knowledge including advanced functions with Excel required (Pivot tables, Vlook ups, etc) knowledge of Microsoft Access is valuable

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