Intermediate Finance Analyst Job Description

Intermediate Finance Analyst Job Description

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Intermediate finance analyst provides ad-hoc data and analysis as needed using Microsoft Excel, Microsoft Access, Hyperion Essbase and other query tools.

Intermediate Finance Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Provide value-added financial analysis and advisory support to business partners and respond to ad hoc requests for business analysis
Understands the client’s business and factors client opportunities and risks into requirements
Contributes to the analysis of issues, incorporating quantitative and qualitative factors to evaluate analysis and lead the project to the most appropriate conclusions on specific tasks and issues
Functions as a liaison between the business and the project team on assigned issues
When assigned, guides QA through testing objectives and assist with analysis of testing results
Ensures traceability of requirements to deliverables
When assigned, walks stakeholders through requirements and manages expectations regarding scope
Assesses, researches, analyzes and documents sponsor/stakeholder needs in accordance with Project Life Cycle and Capability Maturity Model deliverables, selecting appropriate information gathering and/or modeling techniques to solve problems
Seeks innovative or improved methods to get the work done and implement best practices
Contributes content for end user documentation and training

Intermediate Finance Analyst Qualifications

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

Licensing or Certifications for Intermediate Finance Analyst

List any licenses or certifications required by the position: BA, PMP, CAPM, PMI

Education for Intermediate Finance Analyst

Typically a job would require a certain level of education.

Employers hiring for the intermediate finance analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Finance, Business, Graduate, Management Information Systems, Financial Management, Management, Business/Management, Business/Administration, MBA

Skills for Intermediate Finance Analyst

Desired skills for intermediate finance analyst include:

Identify process improvements that will result in increased effectiveness
Microsoft Office
Systems used for expense reporting and analysis
Bank’s financial reporting system
Hyperion
Microsoft Office products
Wholesale banking businesses and products
IFRS would be an asset
Microsoft Excel
ATM businesses would be an asset

Desired experience for intermediate finance analyst includes:

University degree with or working towards an accounting designation (CA, CMA or CGA) or MBA
An accounting designation (CGA, CMA, CA) or equivalent finance experience would be an asset
Accounting designation (CGA, CMA, CA) preferred
Equivalent business degrees (MBA, CFA) will also be considered
University degree with CA, CMA, CGA accounting designation or finalist
A professional accounting designation (CPA, {CA, CGA, CMA}) or be actively working towards one

Intermediate Finance Analyst Examples

1

Intermediate Finance Analyst Job Description

Job Description Example
Our company is searching for experienced candidates for the position of intermediate finance 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 intermediate finance analyst
  • Recommends business solutions that satisfy sponsor/stakeholder needs continually exploring and assessing options for value-add to clients
  • Review submitted data maintenance request forms from users for completeness, accuracy, and adherence to data governance and accounting standards
  • Represent FPS as a data maintenance SME on key Finance initiatives
  • Command an understanding of Finance data governance standards and policies, with the ability to interpret and advise on the standards for Finance partners
  • Command an understanding of the Finance systems under accountability, including a thorough understanding of the data lineage between system and the impacts of maintenance changes on downstream reporting
  • Defines the scope and objectives on the assigned projects
  • Prepares functional process charts to analyze business operations
  • Plans, designs or modifies practical manual and automated business procedures
  • Assists with the design of business process and documentation
  • Prepares detailed specifications for business applications
Qualifications for intermediate finance analyst
  • Knowledge of Lending products and related data and credit systems is an asset
  • D) Communication Skills
  • D) Facilitation Skills
  • D) Presentation Skills
  • D) Cost/Benefit Analysis & alternatives identification
  • D) Awareness of an Agile implementation methodologies
2

Intermediate Finance Analyst Job Description

Job Description Example
Our growing company is looking for an intermediate finance 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 intermediate finance analyst
  • Performs a lead role in the planning, design, development, and deployment of new business applications and enhancements to existing business applications
  • Meets with decision makers, systems owners, and end users to define business requirements and systems goals, and identify and resolve business systems issues
  • Performs cost-benefit and return on investment analyses for proposed systems to aid management in making implementation decisions
  • Works with QA team to coordinate and perform in-depth tests, for modified and new systems
  • Conducts research on hardware and software products to justify recommendations and to support purchasing
  • Meets with clients to discuss topics such as project activities, technical specifications, current business practices, growth plans, regulatory and reporting requirements and security risks
  • Manages suppliers
  • Mentors Junior Business Analysts
  • Synthesizing and interpreting large quantities of data from diverse sources, and processing data into accurate, complete, and meaningful information for reporting purposes and/or to inform key business stakeholders
  • Leading project initiatives relating to capital optimizations and process improvements
Qualifications for intermediate finance analyst
  • D) Risk Assessment & Quantification methodologies
  • Minimum of 2 years of experience in a medium to large organization that operates using best practice performance management processes
  • Promptly investigate queries from other team members, Senior Management and other areas of the business
  • Cross Train individuals within the functions mentioned above
  • Specific Education Requirements – CA, CMA, CGA designation achieved or working towards (preferred, but not a requirement)
  • Exceptional analytical skills, including the ability to analyze several variables and develop causal links between them
3

Intermediate Finance Analyst Job Description

Job Description Example
Our company is searching for experienced candidates for the position of intermediate finance 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 intermediate finance analyst
  • Capital Forecasting
  • Knowledge of Portuguese language at intermediate level
  • Any other foreign language
  • Intensive training package (internal team-trainings and TR company trainings delivered for the whole site)
  • Company social incentives
  • 2 additional days off for voluntary activities
  • Can also coordinate finance teams efforts and be able to adapt and apply procedures in complex matters
  • Assist the Energy Accounting
  • Pipeline Accounting and Financial Reporting groups with financial research and analysis for special projects financial statement review
  • Complete account documentation and detailed business requirements for establishing large volume of accounts with multiple agent backs in global markets in tight timeframes
Qualifications for intermediate finance analyst
  • Participate fully as a member of the CB&W Finance team, promote team effectiveness and contribute to a positive work environment
  • Undergraduate degree in Business Management or Finance
  • Professional accounting / finance designation (CA/CGA/CMA/ CFA) or pursuing would be a definite asset
  • Bachelor degree majoring in Accounting/Finance/Economics/Business Administration
  • Good working knowledge of SAP would be an added advantage
  • At least 3 years of relevant work experience in an MNC environment, or an international accounting firm
4

Intermediate Finance Analyst Job Description

Job Description Example
Our innovative and growing company is looking for an intermediate finance analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for intermediate finance analyst
  • Discuss new account activity and bank requirements with Senior Relationship Managers, Network Management
  • Maintain database for account tracking and audit reporting
  • Partner closely with Finance, Tax, Legal, Operations, Global Financial Control to coordinate and obtain significant data and financials to complete third party requirements
  • Support day to day issues surrounding process flow
  • Ensure robust governance controls to identify and mitigate risk
  • The analyst will also manage projects around data management, governance and control
Qualifications for intermediate finance analyst
  • Professional Accounting designation CPA, CA, CGA or CMA with a minimum of 3 years progressive experience in Accounting or Finance
  • Must possess superior multi-tasking skills and the ability to work in a dynamic and fast changing environment delivering accurate results on a timely basis
  • Must demonstrate organizational awareness and the ability to manage strong relationships within and across multiple businesses and technology groups
  • Must demonstrate leadership capabilities including the ability to influence, negotiate and make sound recommendations in a timely and professional manner
  • Equivalent business degrees (MBA, CFA) also considered
  • Applicants should have a good understanding of accounting concepts and should have the ability to prepare reconciliations
5

Intermediate Finance Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of intermediate finance analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for intermediate finance analyst
  • Working experience of IFS and a good understanding of systems
  • University degree or college diploma in the field of computer science, information science, management information systems, business administration, finance or a related discipline
  • PMI CAPM/PMP certification or relevant courses are preferred
  • BA certification or relevant courses are preferred
  • Ability to develop, understand and analyze process and data flow charts
  • Knowledge / Experience with Microsoft SQL Suite and / or Oracle database would be beneficial
Qualifications for intermediate finance analyst
  • Must have excellent organizational, analytical, communication and PC skills (Proficient with MS Office)
  • Pursuing Accounting designation ideally CPA
  • Strong analytical skills and the ability to assimilate a large amount of information from many sources and summarize in a meaningful fashion
  • Organized, methodical and strong interpersonal skills
  • Ability to work in a dynamic environment with changing priorities Superior analytical skills with an insatiable desire to probe, question, validate and challenge to ensure accurate and insightful analysis
  • Highly proficient in Microsoft suite of applications especially Excel (pivot tables, macros, formulas

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