Financial Data Analyst Job Description
Financial data analyst
provides analysis and summarize data using strong SQL and Excel skills.
Financial Data Analyst Duties & Responsibilities
To write an effective financial data analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included financial data analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Administering the monthly customer segment sales and forecast including ownership and consolidation of complex excel templates
Administration of all data warehouse reports and internal access databases utilized by the FP&A team
Working with the General Ledger system and interface with accounting to prepare detailed cost center expense analysis supporting the monthly forecast and annual budget process
Monthly reporting of customer segment, product segment, territory sales and results, margins, and trends
Analysis of monthly sales and margin trends and variances at a customer and product level
Supporting senior financial analysts across all functions of responsibility within the medical finance group including the monthly financial forecast, annual financial budget, annual sales force budget
Ad hoc reporting and analysis on request
Develop queries from multiple data stores to extract data
Define and document processes to analyse the data and provide meaningful insight
Analyse and interrogate data for potential issues
Financial Data Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Data Analyst
List any licenses or certifications required by the position: CAMS, CPA, PBA, PMI, PMP, EPIC, CFA, CIMA, ACCA, FPA
Education for Financial Data Analyst
Typically a job would require a certain level of education.
Employers hiring for the financial data 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, Economics, Business/Administration, Graduate, Business, Computer Science, Education, Mathematics, Statistics
Skills for Financial Data Analyst
Desired skills for financial data analyst include:
Microsoft Office products and particularly Excel
Lookups
Investment accounting
Financial terminology
Excel
SQL programming skills would be beneficial
Complex statistical analysis and strong problem solving skills
Healthcare finance and accounting
Database and spreadsheet software with intermediate Excel skills
SQL
Desired experience for financial data analyst includes:
Understanding of financial and managerial reporting (balance sheet and income statement reports) and strong knowledge of banking operations
University degree in Computer Science (Financial background would be a strong asset)
Knowledge of VMware solution would be an advantage
Ability to quickly learn new topics and, identify and focus on key business concerns
Experience in similar areas within a banking environment preferred
Feed this into data gathering
Financial Data Analyst Examples
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Financial Data Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of financial data 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 data analyst
- Design and build reports that include charts to represent data
- Participate in regular meetings with stakeholders
- Customer marketing & engagements through leads generation
- Logistics Project Managers for cost/benefit analysis of new projects
- Logistics Finance for accrual purposes
- Logistics Finance to control payment process
- Multiple stakeholders to analyze detail in cost structure
- Management of the monthly close processes for the Digital Data revenue stream
- Management of digital data usage and reporting infrastructure
- Help define the metrics that matter in Digital Data, develop and automate monthly/quarterly metrics scorecards for ongoing measurement of performance in the business
Qualifications for financial data analyst
- Ability to compose structured queries
- Clear and concise report creation
- Investment / Retail banking background is essential
- Data analysis, develop queries
- Proficiency in analytics tools like Access, Tableau, Essbase and big data tools
- Clear and complete specs for data elements needed
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Financial Data Analyst Job Description
Job Description Example
Our company is looking to fill the role of financial data 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 data analyst
- Determines and audits account designations and distributes charges and credits in association with data reconciliation
- Prepares and audits financial records for reconciliation and final close outs
- Assist in developing, updating and/or revising company accounting processes, controls and procedures relating to reconciliations and close outs to ensure all contractual requirements are met
- Assist in developing and implementing financial controls and procedures to meet corporate and government compliances standards relating to reconciliations
- Prepares and analyzes financial status reports and recommends solutions on problem areas
- Prepares, reviews and submits Contract Data Requirements in a timely manner
- Coordinate with various departments on the project including Finance, Contracts, Purchasing, Supply/Logistics and Public Works in order to research and verify cost data accuracy
- Research and identify systems errors to assist in reconciliation efforts
- The role involves extracting and condensing information from Government websites, information provided to locate the data
- Supports the Bank's ALLL process, including model development, execution, analysis, and documentation
Qualifications for financial data analyst
- Sufficient information provided to determine the relationships between the data, data integrity and constraints
- Clarity regarding detailed complex business rules concerning the data, uses of the data by the business processes covered by the project, and
- Validation of understanding with use cases to ensure accurate and consistent understanding
- Sufficient information to determine population of primary key elements
- Work closely with the Business SME's, and System Analysts to ensure completeness and clarity of requirements provided
- Perform requirements validation and elicitation particularly on the more complex requirements to gain better understanding for accurate mapping/modeling
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Financial Data Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of financial data analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial data analyst
- Validate, analyze and explain the data used for model development
- Manage lifecycle of data projects
- Develop new process improvements to enhance data analysis and modeling capabilities
- Prepare forecast and budget related performance measurement reporting
- Manage cost center reporting and analyze performance, identify opportunities for improvement
- Analyze key performance indicators, provide commentaries and advise to management
- Establish working relationships with the division, global headquarters, and supporting function
- Participate in initiative to achieve current year targets long term strategic planning
- Ensure timeliness and quality of data validated
- Perform in depth analysis across multiple security and pricing data attributes to identify data quality issues
Qualifications for financial data analyst
- Map the business data attributes to the Logical Data Model attributes
- Perform Gap Analysis on the data model, and dataset models in the project, identify if any attributes, valid values, content sets or events are missing from the Logical Data Model
- Review models to ensure domain and data type/length are consistent with business data requirements
- Applicant should possess 5+ years of experience in designing and implementing small to medium size information systems projects through the integration of new technology
- Ability to effectively negotiate and influence project direction with alignment to modeling standards
- Bachelor's degree required from an accredited university preferably with an emphasis in Business, Project Management, Economics, Finance, Accounting, Statistics, Mathematics, MIS, or Health Admin
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Financial Data Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for a financial data analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial data analyst
- Identify technical enhancements to improve process and eliminate reoccurring data issues and manual workarounds
- Compare data from vendor sources to internal mainframe systems to ensure accuracy
- Act as a liaison between the data team, coding team, and management
- Analyze, research and resolve root cause of data issues
- Collect, evaluate, analyze & interpret data for decision making
- Analyze data and in addition to the evaluation and implementation of processes to improve business performance
- Develop data and business/financial models and to support managements decision making ability
- Analyze, streamline, and standardize the reporting process and continuously improve the system
- Prepare user-friendly reporting utilizing dashboards and visualization presentation tools
- Analyze all data and reports for accuracy and relevancy and help meet information needs of internal clients according to established standards
Qualifications for financial data analyst
- Competent in the use of Excel, Access
- Strong knowledge of and minimum of 5 years experience with reporting packages (Business Objects etc), databases (SQL etc), programming (XML, Javascript, or ETL frameworks)
- Support marketing efforts and valuate budgets while comprising a strategy to decide how and where to market and what
- Bachelor's Degree in Accounting, Finance, or a related discipline preferred
- 3 - 5 years financial analysis experience, preferably in internet services/networking/data center capacity and with a fortune 500 company
- Clear and effective communicator with the ability to succinctly articulate the business across the entire spectrum of relevant data
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Financial Data Analyst Job Description
Job Description Example
Our company is looking to fill the role of financial data analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial data analyst
- Assist management with data analysis and strategic planning to ensure long-term objectives are accomplished
- Analyze customer requests and internal data to determine global impact on existing systems processes and develop appropriate specifications, enhancements, and/or procedures to comply
- Identifies financial issues and anomalies, investigates causes and communicates to management along with providing recommendations for improvement
- Manages ongoing cellular unit reconciliation at a macro level, working with internal and cellular carrier data
- Compiles and analyzes data to prepare reports and forecast models
- Prepares recommendations of budgeted costs to be used by Manufacturing Managers during the budgeting process
- Provide proactive insightful financial analysis to enable BU/COE to reach its short and long term strategic and financial objectives
- Process monthly and quarterly commissions
- Prepare and review price/cost models
- Assist with monthly financial reporting requirements
Qualifications for financial data analyst
- A proactive problem solver skilled at taking a complex situation, distilling it down to actionable detail, and presenting a problem with recommendation simultaneously
- Proven team player who is comfortable working in a flat organization with all levels of management
- A self starter who is not intimidated by navigating in an ambiguous environment with incomplete data
- A demonstrated ability to achieve results and drive tasks/projects to close with minimal supervision
- Tenacious and intellectually curious - doesn’t settle on easy or convenient answers, and drives issues to root cause effectively
- Familiarity with Keynote, Pages, SAP, BW, Business Objects and BPC are a plus