Financial Reporting & Analysis Job Description

Financial Reporting & Analysis Job Description

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Financial reporting & analysis provides localised reporting utilising HFM, SAP, SAP BI and other local financial reporting tools, ensuring that the requirements of the business and external partners in accounting, reporting and analysis are fully met.

Financial Reporting & Analysis Duties & Responsibilities

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

Sample responsibilities for this position include:

Work with CMB GFC teammates on cost schedule data in MI Actuals
Track and manage accruals for intercompany invoices
Present and report on I&TS global growth programs, strategic initiatives, cost management initiatives and scorecards
Review and oversee global chart of accounts and develop new corporate policies on how accounts can better be utilized
Ensure data accuracy, integrity and consistency of information organized documentation of results and data sources used
Provide lead Finance coverage and approval for all AI products/actions presented through the New Product Approval (NPA) process
Proactively work across other functional support areas (Legal, Compliance, Risk and Operations) to maintain the appropriate control environment for business, operations and financial processes related to the AI business
Tracks IT Spend by capturing data from multiple sources
Reports on IT Spend status by comparing and analyzing plans and forecasts with actual results
Provides value add to IT Financial Reporting by analyzing results and variances

Financial Reporting & Analysis Qualifications

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

Licensing or Certifications for Financial Reporting & Analysis

List any licenses or certifications required by the position: CPA, CMA, MBA, CFA

Education for Financial Reporting & Analysis

Typically a job would require a certain level of education.

Employers hiring for the financial reporting & analysis 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, Economics, Business/Administration, Business, Education, MBA, Statistics, Management, Computer Science

Skills for Financial Reporting & Analysis

Desired skills for financial reporting & analysis include:

Essbase
C#
ETL processing and data transformation techniques
Java
Teradata and SAS
Business owners
Processes and issues
MS products
SAP reporting tool
Access

Desired experience for financial reporting & analysis includes:

Leadership skills and willingness and ability to engage senior leaders in constructive debate
Willingness and ability to take ownership for work and deliver results
Minimum 10 years corporate financial experience
Bachelor degree in Finance, Accounting or Business Administration required
Experience with SAP, BPC, Hyperion or similar consolidation product preferred
Review and analyze financial results including production of estimates, variance analysis, financial modeling for Firmwide Finance

Financial Reporting & Analysis Examples

1

Financial Reporting & Analysis Job Description

Job Description Example
Our company is growing rapidly and is hiring for a financial reporting & analysis. 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 reporting & analysis
  • Work with business and technology groups to define use cases and create scripts to independently test outputs from models and calculators
  • Design and develop advanced analytical reports and dashboards in Tableau
  • Support consolidation of Wireless results, including preparation, coordination and delivery of month-end activities
  • Lead special projects ranging from enhanced financial controls & governance to integration of mergers & acquisitions as required
  • Lead and coordinate the preparation of Quarterly and Annual regulatory reporting to the CRTC
  • Liase with Corporate head office, subsidiaries and internal Finance teams including External Reporting, Investor Relations and Performance Management reviews
  • Identify opportunities to streamline processes and improve reporting to drive new insight
  • Prepare Quarterly share based compensation calculations
  • Prepare consolidation of both domestic brands foreign entities
  • Prepare appropriate materials for investor calls, audit committee meetings and Board of Director meetings
Qualifications for financial reporting & analysis
  • A superior understanding of the elements of effective control over accuracy and completeness of MIS data, strong PC application skills (spreadsheet and word processing)
  • Highly organized with demonstrated experience in solving problems and making decisions on time in pressured environments
  • Extremely analytical, detail oriented and diligent
  • Prior experience in IT Financial Management strongly desired
  • Adapts quickly to changing priorities
  • Critical thinker who can understand intricate details and provide creative solutions
2

Financial Reporting & Analysis Job Description

Job Description Example
Our company is looking to fill the role of financial reporting & analysis. 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 reporting & analysis
  • Assist in the maintaining of the area’s SharePoint content to ensure that it is up to date and accurate, contacting the appropriate people to effect any necessary changes
  • Work on the monthly financial close process, ensuring accurate month end P&L and balance sheet results are reported
  • Prepare weeklies commentary for Canada Branch and dailies versus actuals analysis
  • Prepare monthly reporting package, ensuring proper commentary and analysis is provided for Canadian Branch and Corporate Treasury results
  • Review of Operations’ Standards of Documentation packages and consolidation of SOD Financial Control review results for all of Canada Branch and Corporate Treasury
  • Booking of bonus and severance entries and preparation of related Standards of Documentation package
  • Effectively understand, communicate and lead financial implications and analysis of GAM UK sub-advisory and intra-group relationships with GAM Canada, Asia and GAM US
  • Work on business-led presentations, communicate business strategy and provide in-depth financial and business review to diverse stakeholders
  • Support the Mortgage Reporting/Analysis Manager and Director of FPA&A in providing quality service and financial information to business partners
  • Analyzing all equity activity to ensure the accuracy of Retained Earnings, APIC, and Treasury stock balances, in addition to preparing the associated roll forward schedules
Qualifications for financial reporting & analysis
  • Data Analysis – Excel power user (pivot tables, v-lookups, advanced IF statements), SAP (BPC) preferred, but not required
  • Partner with Digital Sales team to create customized reporting and analysis designs and provide ad hoc reports and financial models
  • Professional accounting designation required (CPA/CMA/CA)
  • Forward thinking and willingness to question status quo
  • Undergraduate degree in business or finance
  • Business confidence, professional acumen, and internal initiative
3

Financial Reporting & Analysis Job Description

Job Description Example
Our company is growing rapidly and is looking for a financial reporting & analysis. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial reporting & analysis
  • Maintaining and enhancing financial models to calculate actual, budgeted, and fore casted share dilution for use in determining MI Earnings per Share
  • Preparing account analyses and other summary schedules to support quarterly reporting and the external audit process
  • Coordinate the preparation and review of quarterly reports to the Corporate Growth Committee and assist with the Internal Financial Forecast package which is used to prepare the quarterly presentation to the Board
  • Managing any requests by Internal Audit to ensure compliance with Sarbanes Oxley, including maintaining and updating process documentation and participating in walk throughs with internal and external auditors
  • Assist in a project to transition the cash flow forecast consolidation to Ess base
  • Assist with the consolidation of actual cash flow and balance sheet reports as needed
  • Support, enable and assess fact-based financial forecasts, month-end/quarter-end/year-end packages and all associated financial analysis with meaningful commentary and observations while ensuring timely completion for senior executives
  • Facilitate cross-functional collaboration across the company and maintain strong relationships to assist in various reporting requirements while ensuring best practices and compliance to corporate standards and policies
  • Provide support in the development and evaluation of capital program/project packages and executive level presentations from the business units and/or execution functions to ensure clear articulation of program/project rationale, solid business case metrics (ROI/ROA), well-thought-out cost details, strong project governance, operational efficiency opportunities (KPIs) and overall decision support
  • Assist program owners in navigating business processes and policies such as the budget process, project evaluation/approval process, forecast process, procurement process, go-to-market process, project close process, and align all associated policies
Qualifications for financial reporting & analysis
  • Superior knowledge of Microsoft Excel and PowerPoint highly desired
  • Experience in expense or management reporting is amust
  • Prior experience in creation of financial andexpense reports is a must
  • Basic understanding of accounting & financialconcepts
  • Experience in preparing financial budgets andfinancial analysis
  • Managingupwards communication (especially at the leadership level) is a must
4

Financial Reporting & Analysis Job Description

Job Description Example
Our company is looking to fill the role of financial reporting & analysis. 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 reporting & analysis
  • The job holder assists in the preparation of the Plan forecasts for revenue, expenses, AUM and net cash flows as inputs to the Asia Asset Management Business annual planning cycle
  • Gain knowledge and become expert on how interchange is calculated and settled for clients by platform for all products offered
  • Assist in creation of reports and analyzing data for STAR Network on a daily, weekly and monthly basis
  • Provide requested analysis of various STAR activities to assess the strength and performance of the STAR Network
  • Assist in the analysis of routing changes by merchants and processors and summarize impacts to the overall STAR business as requested
  • Provide support to finance initiatives, including the role as a team representative for division-wide projects or preparing financial analysis
  • Act as an advisor to other shared service teams and functional areas, helping to craft best-practices and provide financial reporting guidance
  • Initiate ongoing improvements by exploring, identifying, and implementing reporting, analysis, and process solutions
  • This role will work closely with other teams within the Division, and across the Company
  • Support updates to financial reporting datamarts and tools
Qualifications for financial reporting & analysis
  • Ability to be a self starter, take initiative and follow through while working independently
  • University Business Degree and/or recognized accounting designation (CA or CPA)
  • Knowledge of Lawson is preferred
  • BS/BA in Accounting, CPA preferred
  • 4+ years of relevant and progressive accounting experience
  • Ability to plan effectively, work well under pressure, work independently and manage multiple priorities simultaneously
5

Financial Reporting & Analysis Job Description

Job Description Example
Our company is hiring for a financial reporting & analysis. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial reporting & analysis
  • Daily activities include supporting the Users of the reporting platforms through one on one training in the use of the available tools, maintain access to the various applications, monitor a centralized email mailbox and respond to User’s questions and requests, and monitor the daily controls or flow of data to ensure all applications are in synch
  • Prepare, analyse & report comprehensive, relevant and timely actual, budget and forecast reports and analysis for the businesses and finance partners
  • Support above country finance teams in ad-hoc requests for further information and analysis, providing sufficient response in a timely manner
  • Ensure process rigour
  • Interface with regions & areas to resolve non-routine issues in reporting actuals or other related close activities
  • Participate in month end close process and coordinate monthly results package and quarterly outlooks for the Board Meetings and Earnings calls
  • Deliver high-quality analysis and value-added insight to senior management by analyzing current and past trends in key performance areas such as loan production, delinquency, credit losses, expenses and insurance results
  • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management
  • Communicating directly with executive management
  • Produce Daily Flash report to be distributed to senior leadership
Qualifications for financial reporting & analysis
  • Focused university degree with concentration in business (finance, accounting, economics) and/or computer science -- professional accounting designation and/or MBA a strong asset
  • Solution-oriented with strong analytical and problem solving skills with an ability to balance multiple priorities in a very fast-paced environment to support a high velocity organization with multiple peak periods
  • Excellent communication skills, both oral and written, coupled with strong presentation skills and experience developing/packaging/delivering polished materials to high level senior executives
  • Ability to seamlessly adapt and effectively work cross-functionally up, down and across a large, dynamic and constantly evolving organization – comfort/confidence when dealing with senior executives
  • High potential leadership skills, including coaching, mentoring, and motivating others
  • Keen, curious, self-starting catalyst that possesses the ability to work under minimal supervision/instruction within a fluid, fast-paced, and constantly changing work environment with determination to constantly learn and sharpen skills on an ongoing basis

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