Financial Operations Analyst Job Description

Financial Operations Analyst Job Description

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Financial operations analyst provides day-to-day user support and training for financial systems such as Microsoft Dynamics AX and SAP BPC.

Financial Operations Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Design and implement systems, tools and reporting used in developing financial strategies
Make visible financial and operational multi-year outcomes on decisions today through models and analysis of complex technology options
Drive the end-to-end spend budget and forecasting cycles for Cloud Operations
Enhance our metrics capabilities and existing op mechs within Cloud Operations
Creating service forms for returned checks and vendor refunds in Macess
Posting vendor refunds to the vendors' account in MHS
Processing Home Medical, Interest Penalty, Member Refund, FQHC, PQRI/eRX and other incentive transactions in Dynamics AX
Voiding and reissuing checks upon request, abandoned property issues, provider refunds and returned checks
Performing stop payment requests to be handled by the Treasury department to send to the bank
Preparing vendor refunds to be deposited weekly

Financial Operations Analyst Qualifications

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

Licensing or Certifications for Financial Operations Analyst

List any licenses or certifications required by the position: CPA, ITIL, CMA, MBA, ACCA, CIMA, CFA, ACAMS

Education for Financial Operations Analyst

Typically a job would require a certain level of education.

Employers hiring for the financial operations analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Finance, Accounting, Business, Education, Economics, Business/Administration, MBA, Statistics, Graduate, General Education

Skills for Financial Operations Analyst

Desired skills for financial operations analyst include:

Systems
Computer software and hardware
Financial terms and principles
Manufacturing Processes
Procedures and company policies to achieve set results and deadlines
Accounting fundamentals
Accounts Payable systems
Microsoft applications
Preferably SAP and PeopleSoft
SQL

Desired experience for financial operations analyst includes:

Efficient verbal and written communication skills both in English and French
Experience in retail is a requirement
Highly organized and efficient with a strong attention to detail
Knowledge of BI reporting tools – Oracle OBIEE or similar tools an asset
Knowledge of statistical and predictive modeling concepts, formulas and results interpretation an asset
Ability to clearly communicate results of analysis and provide recommendations

Financial Operations Analyst Examples

1

Financial Operations Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking for a financial operations analyst. 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 operations analyst
  • Document and explain reasons for product contract terminations
  • Obtain complete and correctly structured UOM packaging strings, research and confirm justification when UOM string changes
  • Work closely with Portfolio Executives providing feedback on supplier price competitiveness
  • Investigate and resolve identified and suspected data inadequacies
  • Leverage all tools and QC process to identify issues
  • Ensure price structure is consistent with tier design
  • Manage multiple bid projects, dates and deliverables
  • Coordinate, compile and analyze financial data
  • Coordinate with all levels of management to gather, analyze, and prepare reports and/or recommendations regarding financial trends and operating forecasts
  • Special projects at the request of management
Qualifications for financial operations analyst
  • Ability to effectively partner cross-functionally to translate data into insights and action
  • Ability to work independently in a fast-paced, high energy environment
  • Effective communication skills and comfortable in interacting with and presenting to senior management
  • Excellent written and oral communication skills with the ability to build business relationships
  • Advanced level proficiency with MS Excel modeling skills and MS PowerPoint presentation skills
  • Bachelor’s Degree and at least 2 years of experience with loan funding operations (or a high school diploma/GED and a minimum of 6 years of financial services experience)
2

Financial Operations Analyst Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of financial operations analyst. 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 operations analyst
  • Provides and maintains key financial metrics
  • Prepares monthly/quarterly financial reports reflecting budget vs
  • The Cost Accountant is responsible for working alongside the plant manager(s) to ensure operational processes are designed in a manner that safeguards assets and maintains integrity of data to ensure accurate and complete financial information can be generated
  • The Cost Accountant is also involved in forecasting (quarterly) and annual budget needs
  • Responsible for all aspects for the SPD division monthly closing including related analysis and report preparation including SPD FII reconciliation
  • Support A&H domestic close including
  • Prepare weekly inventory dollar position for C&D consolidated and present the information along with any pertinent analysis at the weekly Ops meeting
  • Work with Supply Chain to establish Inventory targets for the Plan and PPR
  • Prepare monthly DIO by brand analysis and Logistics spending by customer analysis
  • Support various working capital related analysis including tracking A/P vendors terms and discounts
Qualifications for financial operations analyst
  • Proven knowledge and experience in the use of basic mathematics and algebra
  • Fast and accurate
  • Able to work independently as well a part of a high-functioning team
  • Agency experience is desirable, but not mandatory
  • Excel expert/power user
  • At least four years of experience supporting senior line managers with the financial tools and information they need to effectively manage their businesses
3

Financial Operations Analyst Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial operations 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 operations analyst
  • Support the creation of Factory Operational Budgets and Dynamic Forecasts
  • The Financial Analyst - Operations is responsible for working alongside designated plant manager to ensure operational processes are designed in a manner that safeguards assets and maintains integrity of data to ensure accurate and complete financial information can be generated
  • The Financial Analyst - Operations is also involved in forecasting (quarterly) and annual budget needs
  • Review costing models
  • Completion of monthly variances analysis
  • Review and implement an inventory control program along with structure and responsibilities for monthly audits
  • Preparing and reviewing monthly Manufacturing Expense Reports and identifying and reporting variances
  • Assist Operations Finance Manager with monthly/quarterly financial statements and management reports
  • Work with the finance group with respect to special accounting assignments and ad-hoc projects as needed
  • Ensure operational efficiency analysis and reporting for facility assigned
Qualifications for financial operations analyst
  • 2-4 years of financial planning and analysis experience with advanced skills using MS Excel
  • Must work well with all departments – encourage exchange of information
  • 2+ years’ experience in Plant or Operations finance positions
  • 3+ years’ experience in Financial Planning & Analysis and/or Consolidation role
  • Prior General accounting or cost accounting experience a plus
  • Highly skilled Excel user with SAP & Hyperion experience required
4

Financial Operations Analyst Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of financial operations analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial operations analyst
  • Uses tools to assist with planning, reporting and processing sales planning/goals setting
  • Works closely with finance and operations to ensure appropriate objectives are determined for forecasting/replenishment and sales reporting
  • Provides accurate and efficient distribution of product information, programs, pricing, sales data
  • Uses tools and reports to identify trends
  • Contributes to the implementation of sales processes and initiatives
  • Provides information and partners closely with Sales Management as strategies and priorities are determined
  • Reviews performance and sales score cards with Sales Management
  • Provides support in areas of training, customer requests
  • Identifies training opportunities for new hires, sales skills development, product knowledge, industry knowledge
  • Supports sales team at trade shows
Qualifications for financial operations analyst
  • Must demonstrate proficiency in excel and powerpoint
  • Experience with SAP, GRID, Essbase, and Filemaker are a plus
  • Experience with SAP and Microsoft Office programs
  • Use English on a daily basis (every other language is warmly welcomed)
  • Stable employment on the basis of full-time job contract
  • Supportive and friendly work atmosphere with many opportunities to integrate with work colleagues (football league, photography club, integration weekends)
5

Financial Operations Analyst Job Description

Job Description Example
Our innovative and growing company is looking for a financial operations analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial operations analyst
  • Supports Capital Equipment Request Financial Justification for Operations
  • Participate in Sarbanes Oxley and other financial audits
  • Responsible for organizing and conducting wall to wall physical inventories
  • Participate in annual strategic planning and budgeting processes
  • Perform cash settlementactivities, including daily cash settlement, monthly cash settlement, issuance, debt maturities, model updates, bank reconciliations, and documentation of processes
  • Perform accounting activities, including monthly accounting, distribution, issuance and maturity accounting, daily cash settlement accounting, model updates, documentation of processes, and draft and final settlements
  • Perform reporting activities, including regulatory submissions, intercompany balance reporting, FAB submissions, SEC reporting, monthly reconciliations, monthly accounting calendar, restricted cash reporting, and interest expense
  • Diagnose misalignment between operational/financial indicators and industry standard best-practice
  • Identify root causes for variances between realized medical group performance and expectations
  • Serve a key role in collection of and analyzing client operations and data
Qualifications for financial operations analyst
  • Bachelor's Degree in Accounting, finance or equivalent from an accredited college or university, and two (2) to four (4) years accounting/finance work experience
  • 2 to 4 years Accounting of Finance experience in Pharmaceutical or Medical industry
  • Strong organizational, team-building, and communication skills
  • BS degree preferably in Accounting/Finance from an accredited institution
  • 3+ years’ experience preferred in cost accounting / financial accounting analysis, preferably in a multi-product, multi-plant, multi-warehouse environment
  • Supply Chain, Logistics or Transportation/Warehouse experience is highly desired

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