Financial Management Associate Job Description

Financial Management Associate Job Description

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Financial management associate provides reporting and analysis of Ceridian's investment portfolios to Accounting, External Reporting, Financial Planning and Analysis, Tax and various other teams.

Financial Management Associate Duties & Responsibilities

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

Sample responsibilities for this position include:

Support the design and execution of economic forecasts that make up the scenarios, working closely with key partners including suppliers of economic variables (JPM Economic/Strategy research teams or other experts) and users (Risk and Finance Lines of Business) to ensure timely distribution of scenarios and variables within forecasting timeline
Liaise and communicate with key stakeholders such as the lines of business, risk management, quantitative model development teams and other teams within Corporate Finance
Analyzing and presenting key financial data and relevant information to Senior Management to drive business performance and strategy
Liaise closely with Business Unit Finance and Legal Entity Controllers to understand accounting positions, transactions and new products
Analysis of the overall GIM financial results and business metrics
Generate data that is valuable for business management efforts
Develop and maintain reporting for New Vendor Spend and key business drivers including LOB demand, centralization into GTI and new product requirements
Develop thorough understanding of AM business, including –
Assisting CFM businesses and CFM Central with new business/product initiatives
Hold appropriate tertiary qualifications in accounting, business, engineering or related discipline

Financial Management Associate Qualifications

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

Licensing or Certifications for Financial Management Associate

List any licenses or certifications required by the position: FRM, CAMS, CPA, CGFM, ACAMS, PRM, CFA, PMP, SDLC, CDFM

Education for Financial Management Associate

Typically a job would require a certain level of education.

Employers hiring for the financial management associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Accounting, Business/Administration, Finance, Business, Graduate, Healthcare Administration, Computer Science, Education, MBA, Public Administration

Skills for Financial Management Associate

Desired skills for financial management associate include:

Business
Corporate Finance and Accounting concepts
Key risks and discussions held with client servers
1099 reporting
Actors within advisory and investment services
Chart-of-Accounts
Close-the-books
Financial Planning and Analysis & Financial Benchmarking
Financial and investment markets
Individual functional area

Desired experience for financial management associate includes:

Oversee and facilitate the automation of model-driven variables
Enhance and standardize approaches for evaluating key tenets of the macroeconomic variable forecasting process, including the impact of assumptions, uncertainties in parameter estimation and judgmental inputs, and comparisons with historical data to support forecasts and conclusions
Devise and apply interpolation methods where required
Partner closely with senior Economists and Strategists within Research, and other data providers and model development resources
Stay abreast of current global economic and policy news and events
Create presentations to describe and compare the overall economic scenarios developed during each forecasting cycle

Financial Management Associate Examples

1

Financial Management Associate Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of financial management associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial management associate
  • Understand the Firm’s exposure and sensitivity to key macroeconomic variables, and connect macroeconomic drivers to emerging industry trends
  • Ensure strong financial controls
  • Monthly reporting package which includes all GAAP financial statements several ad-hoc reports and analysis
  • Identify, develop, and close sales efforts in support of an identified sales target
  • Maintain good awareness of the sales pipeline and ensure correct policies, procedures and processes have been agreed on client and engagement set up
  • Promote awareness and the levers to ensure an optimised performance of revenue days
  • Ensure accuracy of P&L results
  • Research and explain monthly expense swings
  • Perform operating margin
  • Preparation of presentations on behalf of Craig Sullivan
Qualifications for financial management associate
  • Self starter, able to work in a fast-paced, results driven environment with a proven track record of execution against deliverables
  • Detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate relevant conclusions
  • Strong knowledge of financial products and financial markets
  • BS (4 year undergrad) required, preferred in Finance or Risk, MBA a plus
  • Prior experience in finance and/or risk management, and indirect auto lending preferred
  • 6 to 8+ years of development experience with Java SE, EE and Spring
2

Financial Management Associate Job Description

Job Description Example
Our growing company is hiring for a financial management associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial management associate
  • Ownership and development of existing client relationships, including cultivation of relationships based on referrals from other parts of the UK and global business
  • Involvement in the production of scorecards for evaluating sales people and portfolio manager performance
  • General understanding of investment structures, mortgage documents, development agreements, partnership agreements, and purchase and sale agreements
  • Responsible for the month end, financial reporting and accounting of direct real estate assets
  • Review and approve operating budgets for each asset
  • Perform financial due diligence for acquisitions by working with various GRA departments, third parties, sellers, JV partners, legal counsel
  • Calculate and maintain performance data on investments held
  • Special projects regarding assigned portfolio of properties
  • Support the Examination Management Team to gather and organize examination documentation provide information to regulatory agencies for submission accurately and timely
  • Schedule meetings and organize examination logistics in preparation for and during an examination
Qualifications for financial management associate
  • Microsoft PowerPoint and Excel proficient (Pivot Tables, V-Look Ups, Macros)
  • Creative approach to problem solving with a humble, team-oriented and optimistic attitude, curiosity for continuous process improvement and efficiencies
  • Prior experience with Finance, Accounting and General Ledger (minimum 2 years)
  • Creative self-starter with strong initiative, ability to take ownership and work independently in a team
  • Must have a flexible mind-set and be adaptable to changes in procedures, processes, systems
  • Bachelors/Graduate degree in a Finance, Accounting, Economics, Math/Statistics or related quantitative/engineering discipline with 7 - 12yrs of experience
3

Financial Management Associate Job Description

Job Description Example
Our innovative and growing company is looking for a financial management 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 management associate
  • Become a critical resource for Technology LOB business priorities and resource management outlooks/forecasts and annual plan processes
  • Consolidation and review of Global Technology taxonomy reporting and related project detail, ensuring the details captured in multiple sources support the overall messaging and plans at a business level
  • Collaborate with business partners to develop financial plans and forecasts which will drive appropriate decisions
  • Track and communicate examination responsiveness and related metrics on an ongoing basis
  • Works on time-sensitive projects and skilled at project management with extensive proficiency
  • Ability to work with various levels within the organization and with regulators to execute within tight deadlines while maintaining a high level of professional conduct
  • Collaborate with local management on the operations of India Data Operations and other teams in future offshore/near-shore centers
  • Manage and update financial models of operating projects, portfolios, tax-equity funds and debt funds
  • Prepare valuation models for asset sales
  • Support any scenario modeling for contract amendment negotiations
Qualifications for financial management associate
  • Minimum of 5 years of securities industry experience
  • Prior Financial Control experience a plus
  • Understand KIFRS
  • Working towards to an accounting professional qualification
  • Asset management and funds knowledge desired
  • Two years of consulting experience, preferably in the financial services industry
4

Financial Management Associate Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial management 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 management associate
  • Participate in the design, build and implementation of financial system solutions, utilizing the Oracle eBusiness Suite General Ledger, to solve complex business requirements
  • Support Tax Equity Compliance on any heavy modeling needs
  • Represent Asset Management department at project team meetings to communicate operating financial model requirements
  • Coordinate with many different departments internally to update structured financial models
  • Support any strategic initiatives within Renewables Asset Management and help with preparing presentations for Sr
  • Responsible for Europe feeds to Fusion and relationship with data providers
  • Represent finance in cross functional initiatives
  • Prepare monthly operation reviews
  • Assists in the monthly closing the books for Shared Services
  • Ensure accuracy and consistency of reporting
Qualifications for financial management associate
  • Travel may be up to 80-100% as needed
  • 2-6 years in a consulting role serving cross-industry clients at a national level, or relative Finance function role(s) within industry
  • Degree holder with 7+ years’ experience in risk management gained in life insurance companies or banks
  • Applicants with FSA designation is an advantage
  • Applicants with experience in Own Risk and Solvency Assessment (ORSA) is an advantage
  • Excellent proficiency in spoken and written English and Chinese
5

Financial Management Associate Job Description

Job Description Example
Our innovative and growing company is hiring for a financial management associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial management associate
  • Assist with efforts to engage with CDO and other data partners to align finance on strategic data initiatives
  • Gather and organize relevant and up-to-date function's experience, data and track records
  • Help disseminate information about the function's track records and market intelligence data, including preparing internal and external marketing materials, brochures and presentations, maintaining communications across the function, participating in orientation and training sessions, maintaining active dialog and communication within China Firm and with Global KM team
  • Assist in sharing experiences across the practice and networks on innovative approaches in knowledge sharing, including preparation of statement of qualifications and case studies
  • Manage the function's intranet and revamp and align with the standards of China Firm and Global Firm
  • Support senior team members in delivery of a range of compliance and advisory services to clients, in addition to developing the technical and operational skill set of junior team members
  • Advisory assignments and product structuring
  • Completion of investor reporting
  • Advice to UK and international clients on structural and transactional tax issues
  • Ad hoc advisory projects
Qualifications for financial management associate
  • Five years of consulting experience, preferably in the financial services industry
  • Advanced skills with PowerPoint, Word, Excel, Visio, SharePoint, Sharepoint Designer, Jive, TWiki and Buisness Intelligence tools such as Tableau, Cognos, BOXI
  • Strong team leader, strategic-minded, self-motivated, attention to details and able to work under pressure
  • Candidates with more experience will be considered for Director role
  • Flexible on workload needs
  • Minimum one (1) year related work experience or internship experience, required

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