Financial Management Analyst Job Description

Financial Management Analyst Job Description

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Financial management analyst provides maintenance to custom-designed financial applications in Microsoft Excel;.

Financial Management Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Ensuring the monthly Book of Business and Revenue data is complete and accurate
Analyze existing portfolio of Investments, Private Equity, Real estate, and Debt
Gathering and providing financial information for purposes of various senior executive business reviews and presentations
Assist with the review and analysis of budgeted department distributions and support tables for compliance with the system and work with business areas to make all necessary changes
Monitor and identify required changes to actual expense allocations as a result of significant variances from budget, organizational changes or changes in business activities
Develop and maintain a working knowledge of all business area functions, including operations, strategies, challenges, and resource issues
Ensuring the weekly and monthly flows are complete and accurate
Maintaining the Expense analysis data
Maintaining the headcount data
Run the monthly MIS decks

Financial Management Analyst Qualifications

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

Licensing or Certifications for Financial Management Analyst

List any licenses or certifications required by the position: PM, CPA, CMA, PMP, MBA, DAWIA, MIS, CFCS, CFE, CAMS

Education for Financial Management Analyst

Typically a job would require a certain level of education.

Employers hiring for the financial management analyst 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, MBA, Business/Administration, Education, Business, Management, Graduate Education, Graduate, Financial Management

Skills for Financial Management Analyst

Desired skills for financial management analyst include:

Business
Investments
Accounting transactions
Microsoft Excel spreadsheets
Bond financings
Federal budget process
Client service
Audits and Assessments
Information Technology applications in Financial Management processes
Microsoft Office products and Navy Maintenance tools and databases

Desired experience for financial management analyst includes:

Articulate a vision and motivate teams to work together to achieve tactical and strategic outcomes
Forecast and Budget, Headcount and Expenses
Produce presentations for senior management meetings
Graduate with a degree in a highly quantitative discipline such as Accounting, Finance, Economics or Mathematics
CFA or CIMA qualifications (in-progress or complete) are an advantage but not a pre-requisite
Experience in banking and/or financial services is highly desirable but not a pre-requisite

Financial Management Analyst Examples

1

Financial Management Analyst Job Description

Job Description Example
Our company is looking for a financial management analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial management analyst
  • Provide accounting and governance support for investment decisions and cost management activities, including review and development of business cases
  • Collaborate with other finance teams, operations, procurement, suppliers, decision support, and business stakeholders
  • Supporting US Funds CFO and various US Funds finance team members
  • Supporting Global Client CFO in various cross-regional initiatives, reporting requests and other ad hoc analyses
  • Contributing in the development and production of the weekly activity report and monthly executive management report
  • Oversight and analysis of Funds Management results within the GIM Profitability model
  • Communication of financial results to central finance planning & analysis team
  • Collaboration with various cost center managers to ensure appropriate expense control practices
  • Prepares monthly/quarterly/semi-annually/annual productivity reports for the major brands and key accounts (retailers)
  • Assists in door level customer Demonstration Cost Reporting
Qualifications for financial management analyst
  • Experiences in forecasting, budgeting, expense management and reconciliations
  • A passion for aviation would be highly desirable
  • Four years experience with management reporting or financial analysis
  • Excellent organizational skills with attention to detail, the ability to take ownership of issues, to work independently with confidence, and to deliver on time
  • Strong understanding of accounting processes and principles and financial analysis
  • Coordinates bank guarantees
2

Financial Management Analyst Job Description

Job Description Example
Our growing company is hiring for a financial management 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 management analyst
  • Review and challenge the monthly expenses
  • Ability to drive efficiencies within SIS through process automation and improvement in the management reporting function
  • Develop a thorough understanding of the real estate markets in which portfolio assets are located
  • In collaboration with team members, prepare and oversee the execution of the annual
  • Actively participate in the leasing process which includes guiding venture partners in strategy and approving all LOIs, new leases, renewals and redevelopments
  • Develop and implement leasing and repositioning strategies, including annual marketing and advertising/social media plans, and tenant relations initiatives
  • Provide material support in the new investment process by providing the team with market intelligence in geographic markets where managed assets are located
  • Overseeing the ongoing monitoring of regulatory requirements in Canada, the US, the UK and Asia
  • Providing an independent perspective on recovery and resolution planning to ensure Board, Senior Management and Regulatory expectations are met
  • Forecasts, analyzes, and evaluates financial plans and budgets
Qualifications for financial management analyst
  • Generate monthly capital reporting including cash flow and capital in-service variances
  • Shape the next generation of capital reporting and process
  • Proficiency in Excel, Power Point, and an aptitude to learn other company tools (Fetch, Plan It, CapIt)
  • Solid people and project management skills
  • Enterprise mindset and strong analytical capabilities
  • 3+ years' experience in progressive Wealth management or Portfolio analyst role
3

Financial Management Analyst Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of financial management analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial management analyst
  • Communicate reporting requirements to key stakeholders within Janssen Business Services, R&D, Commercial, Medical Affairs and Supply Chain organizations
  • Responsible for month-end, quarter-end and year-end close reporting activities for supplier spend, savings, benefits, and realizations, including variance analysis, journal entries, reconciliations and reporting
  • You will Assist GSM team in analyzing spend and savings opportunities with suppliers to establish baseline for negotiations and tracking realization
  • Validate cost savings realized from negotiations driven by the GSM team and establish and maintain financial process to report savings pipeline, forecast and realization against target for supplier savings
  • Assist in preparation and review of forecasts, annual plan, 5 Year Outlook and ensure amounts are accurately reported in source systems
  • Assist Manager with other analytical support for specific initiatives or special projects
  • Ensure the risk calculations properly handle the positions in the portfolio, design and produce reports of capital and RWA
  • Perform other analyses, such as measuring the effect of changes to rules or to the portfolio
  • Prepare and upload budgets for capital projects
  • Upload submitted capitals in electronic approval system
Qualifications for financial management analyst
  • Working towards CFA or CPA designation preferred, but not required
  • Expert in MS Excel, with other database and reporting software experience, preferred
  • Ability to communicate clearly and build strong working relationships with colleagues
  • Emphasis on attention to detail and quality
  • Experience across all aspects of financial reporting (budget tracking, allocation, billing)
  • Hands-on experience collecting, analyzing, and reporting financial data
4

Financial Management Analyst Job Description

Job Description Example
Our growing company is hiring for a financial management analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial management analyst
  • Manage compliance relative to use of Managed Care Network, Prescription drug card and other venders
  • Create monthly claim benchmark reports for Senior Management
  • Update narrative large loss summary that is part of the insurance submission
  • Resolve data integrity issues on systems by working with key personnel and TPA on incorrectly coded claims data
  • Preparation, copying and distribution of correspondence, memos and reports internally and externally as instructed, while maintaining confidentiality
  • Weekly reviews with the region and sales operation teams to assess the A3 financial position, determining key levers to help achieve the quarterly forecast
  • Lead the process for collecting and consolidating actuals and budget related to existing profit share agreements
  • Work directly with Finance affiliates from Janssen and Third Parties to report financials and ensure contract compliance
  • Calculate profit share for global collaboration agreements, reporting impact to internal and external stakeholders
  • Facilitate profit share payments/receivables and milestone payments between contract parties
Qualifications for financial management analyst
  • Working knowledge of portfolio management
  • Ability to work independently under supervision
  • Hands-on experience with data visualization tools like Tableau
  • Exposure to Agile product development and product management methodology
  • BS or BA in Accounting/Finance with a GPA in Major of 3.5
  • At least 3 years of progressive wealth management and banking experience advising clients on a variety of banking/lending products
5

Financial Management Analyst Job Description

Job Description Example
Our company is looking for a financial management 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 management analyst
  • Develops and generates reports to fulfill various information requests received from firm leaders and other client service and administrative team members
  • Surveys operations to ascertain accounting needs and to recommend, develop or maintain solutions to business and financial problems
  • Lead IC royalties calculation, implementing financial models and scenario analysis based on the interpretation of contract terms, reporting impact to internal stakeholders
  • Meet utilization/billable targets for their level and ability to work overtime on occasion
  • Knowledge in GAAP / GAGAS / ICOFR policies
  • Investigates/analyzes/updates labor forecasts accordingly
  • Creation/preparation of annual budgets, projections, and quarterly reforecast targets
  • Analyze historical operating performance and create financial models to forecast future earnings estimates
  • Maintain/improve the operational database
  • Assist with analysis and processes relating to the disposition of assets from the portfolio
Qualifications for financial management analyst
  • Demonstrated understanding of legal documents (i.e., loans) and basic banking transactions, general compliance knowledge and a solid knowledge of financial concepts, products and operations
  • Excellent computer skills (Access, Excel, Word, SAP, Essbase, Outlook)
  • Technical experience across desktop/mobile applications and ERP configuration/support preferred
  • Thorough knowledge Sarbanes Oxley preferred
  • 3 years of workers compensation claims experience
  • Organizational skills and must be able to coordinate and prioritize task assignments

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