Financial Analyst, Finance Job Description

Financial Analyst, Finance Job Description

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Financial analyst, finance provides support on debt analysis and financial modeling, which includes developing, maintaining and documenting analytical tools and financial models using Excel spreadsheets and other software platforms.

Financial Analyst, Finance Duties & Responsibilities

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

Sample responsibilities for this position include:

Preparing monthly accounting ADP, SAP, and PeopleSoft entries
Support Excel based models and spreadsheets internally developed
Assists in development of quarterly financial forecasts and annual operating plan
Responsible for the consolidation, review and timely response of Reporting of the North America Region’s Retail & Net Sales
Responsible for parts of the monthly estimate process, including preparation of all required regional and corporate reporting in support thereof
Assist in building highly effective Presentations for key business meetings for Senior Management
Assist in the collection and consolidation process of the annual Strategy and Budget submissions from the brands
Liaise with all brands and functions within the NA region enhancing standardizing reporting and analysis
Support the regional monthly close and estimate process by developing and enhancing cross functional use of the EPM Hyperion application to drive efficiency and effectiveness of reporting across all brands and functions
Prepare ad-hoc financial analysis as requested by functional or finance leadership

Financial Analyst, Finance Qualifications

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

Licensing or Certifications for Financial Analyst, Finance

List any licenses or certifications required by the position: CPA, MBA, CMA, CFA, CIMA, CIS, SAP, PMP

Education for Financial Analyst, Finance

Typically a job would require a certain level of education.

Employers hiring for the financial analyst, finance 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, MBA, Business/Administration, Healthcare Administration, Education, Healthcare, Management

Skills for Financial Analyst, Finance

Desired skills for financial analyst, finance include:

Healthcare industry
PBM
SAP
Excel
Accounting principles and investment terminology into creating financial models and analysis
Context of Alcoa’s businesses
Microsoft Office products
Cerner
Demonstrated modeling
Excel and PowerPoint

Desired experience for financial analyst, finance includes:

Support Financial Advisors in driving client value by maintaining focus on functional performance drivers, service quality and cost effectiveness
Enables transparency of cost allocations to businesses by supporting Financial Advisor through the development of appropriate allocation methodologies
1-5 years of relevant corporate finance, leverage finance, accounting or due diligence experience, preferably in a bank, finance company or accounting firm environment
An undergraduate degree in finance, economics or accounting is required
Participate in special projects as assigned to provide financial advice and leadership to business / finance partners
Negotiation and Problem solving

Financial Analyst, Finance Examples

1

Financial Analyst, Finance Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of financial analyst, finance. 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, finance
  • Prepares monthly management reports for business partners and senior management in functions
  • Provides concisely written analyses to identify key trends and highlights issues for review by senior executives
  • Provides other Finance teams with variance analysis on cost allocation, FTE changes
  • Ensures the integrity, accuracy, completeness of financial information including the allocation of costs to business platforms
  • Continues to seek opportunities to improve the planning/forecasting, reporting and cost allocation processes
  • Responsible for developing forecasts that are insightful and helpful to business and finance management
  • Support financial closing & reporting
  • Preparing account reconciliations and SOD packages and related PEGA attestation
  • Compile and analyze monthly Assets Under Administration (AUA) and Net New Assets (NNA) reports for DS Retail
  • Prepare monthly DS Insurance revenue, variance compensation, expenses and net profit/loss entry
Qualifications for financial analyst, finance
  • Assists Financial Advisors with the reporting and analysis of the Office of the CAO & CFO’s operating results to the senior management
  • Two + years of experience in banking/financial services industry preferred
  • Very good knowledge of financial and cost accounting, financial analysis and principles of economics
  • Very good understanding of financial institution balance sheet and profit and loss analysis techniques
  • Very good understanding of regulatory issues such as capital issues and GAAP accounting as they relate to the banking industry
  • Very good understanding and application of principles, standards, industry practices and techniques
2

Financial Analyst, Finance Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial analyst, finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial analyst, finance
  • Prepare monthly revenue and expense accruals and reconciliations
  • Responsible for DS Retail monthly tax adjustment
  • Support senior financial analyst in the production of financial information
  • Assist in maintaining appropriate Performance Management drivers and metrics
  • Key finance contact for DS Insurance
  • Perform ad hoc financial analysis and reports when required
  • Assist in preparation of monthly/quarterly financial reports
  • Review monthly, quarterly and annual financial results with a focus on ensuring the accuracy of the financials while liaising with financial advisors, Shared Services
  • Responsible for preparing of B/S and P&L monthly/quarterly variance analysis packages for Performance Management
  • Collaborate with Shared Services Reporting Centre (SSRC) ensuring reporting requirements are implemented
Qualifications for financial analyst, finance
  • Minimum of 3 years of relevant experience, experience in investment banking, equity research or management consulting is preferred
  • Prior experience with search engine marketing, display and social media preferred
  • Requires strong analytical, quantitative, verbal, written, interpersonal and negotiating skills
  • Finance, Accounting or related business degree
  • Experience with Financial Planning & Analysis (i.e., budgeting, forecasting, monthly financial close, reporting) and project planning, tracking and reporting desired
  • Minimum of three years of work experience in accounting and analysis
3

Financial Analyst, Finance Job Description

Job Description Example
Our growing company is looking to fill the role of financial analyst, finance. 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, finance
  • Coordinate activities during the Forecast and plan periods
  • Assist Financial Advisors in the loading to the system of quarterly financial forecasts, 5 Year Outlook and annual operating plan
  • Assist in preparation of the Financial Advisors’ monthly, quarterly, annual Power Point presentations doing as much as possible before handling them over to the advisors
  • Prepare risk assessments for senior management with a clear and consistent approach to mitigate legal, regulatory, industry and other risks in partnership with subject matter experts from other teams and functions
  • Participate in special projects aimed at improving business and functional processes and analytical tools
  • Provide key metrics and benchmarking to Executives and Board of Governors
  • Analyze reporting to ensure compliance withe policies and sharing arrangements
  • Research financial due diligence requests from teams and prospective investors
  • Establish strong working relationships with financial representative
  • Utilize financials systems to extract data and develop and update key financial reports
Qualifications for financial analyst, finance
  • Health benefits experience a plus
  • Understanding of business and financial concepts (ROI, NPV)
  • Strong PC skills (proficient in EXCEL, some knowledge with ACCESS/Visual Basic)
  • 1-3 years of related corporate finance experience
  • Self motivator (self-starter), strong inter-personal and communication skills, and attention to detail
  • Participate in special projects and analysis of a financial nature as required
4

Financial Analyst, Finance Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of financial analyst, finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial analyst, finance
  • Support other finance areas as needed
  • Responsible for assisting the affiliate finance teams with the monthly/quarterly closing process and preparation of journal entries and account summaries
  • Responsible for assisting the affiliate finance teams with the monthly estimate process, including preparation of all required affiliate and corporate reporting in support thereof
  • Prepare departmental analyses to track cost center spending versus budget and estimate
  • Provide support and guidance for the brands to achieve their GVC effectiveness goals
  • Support non-finance business units with budget management and guidance on Selling budget management
  • Assist in Selling Budget management and Reporting, including Field Departmental, Field In-Store, and Training Budgets
  • Review, code and accrue mfg/warehouse service invoices
  • Support balance sheet review process and confirmation with Corporate Accounting
  • Prepare monthly variance analysis of current period and year-to-date financial data
Qualifications for financial analyst, finance
  • Seek out streamlining opportunities and reporting best practices and implement as appropriate
  • 4 to 6 years of work experience in the area of media/entertainment or related
  • Degree in Accounting / Finance or part qualified in a relevant accounting qualification AAT, CIMA
  • Bachelor's degree, preferably in Finance, Accounting, Business/Econ or a related field
  • Prior financial planning/accounting experience in the entertainment industry
  • Prior financial planning/reporting experience in a public company
5

Financial Analyst, Finance Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of financial analyst, finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial analyst, finance
  • Liaise with accounting department and Global contacts to manage assigned business units
  • Support Finance Director in managing the annual budget and forecast process
  • Coordinate the annual budget and forecast for assigned business units
  • Assist with some project management
  • Build and manage Agency coverage and multi-year margin impact models
  • Understand inputs and outputs of intermediary business and impact of incentives
  • Manage and control the forecasting efforts
  • Participate in analytical projects that assist and influence the business
  • Support the Database Services P&Ls and influence business decisions that drive revenue and/or capital expenditures
  • Provide deep analytics and communicate effectively to senior business team leaders
Qualifications for financial analyst, finance
  • Desire and proven ability to work in a fast-paced environment
  • Ability to work well as a team member, with the willingness to do what it takes to deliver accurate information in a timely manner
  • Bachelor’s degree in financial, managerial, accounting or related business area with 6+ years of experience in Commercial Lending or Leasing, Investment Businesses, or in the Financial Services Industry
  • Experience underwriting deals and transaction structuring
  • Experience in deal leadership (negotiation, documentation and closing)
  • Must be willing to work out of an office in Hoffman Estates, IL

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