Intermediate Financial Analyst Job Description
Intermediate financial analyst
provides statistical analysis to make data driven recommendations (Microsoft Excel modeling - - including pivot tables, macros, etc.).
Intermediate Financial Analyst Duties & Responsibilities
To write an effective intermediate financial analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included intermediate financial analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Provide value added analysis to Technology leaders and insight on key business drivers and productivity
Provide support to business, through information analyses
Analyze profit and loss income statements while generating forecasts and trend analysis in sales, finance and other areas of the business
Analyze and drive results for customer, product and/or business profitability
Provide financial reports to customers, for example P&L, Currency, OPEX, Headcount, PO, units
Engage in multiple team projects (standard reporting, automation, documentation, service desk, trainings, backup program)
Preparation of complex Wholesaler compensation calculations
Support the annual modeling of compensation plans, including compiling sales data by Channel and region accurately preparing communications detailing compensation plans
Accounting and reconciliations for Mortgage Backed Securities (NHA MBS) and Canada Mortgage Bonds (CMB), including monthly reporting to NHA MBS investors
Accounting for 3rd party originated mortgage portfolios, including monthly reconciliations of principal and interest received
Intermediate Financial Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Intermediate Financial Analyst
List any licenses or certifications required by the position: CPA, CGFM, CDFM
Education for Intermediate Financial Analyst
Typically a job would require a certain level of education.
Employers hiring for the intermediate financial analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, MBA, Education, Economics, Business/Administration, Finance/Accounting, Computer, Mathematics
Skills for Intermediate Financial Analyst
Desired skills for intermediate financial analyst include:
Financial area
Excel
Business
Clarity would be ideal
Hyperion
MS Office applications especially Excel – Pivot Tables and other functions
Word
Access
Data organization
Distribution channels
Desired experience for intermediate financial analyst includes:
Minimum of 5 years experience, with degree
Ability to get things done and deliver superior results, continuous improvement mentality
Excellent communication skills both written and verbal, ability to negotiate, problem solve and make decisions
Ability to independently manage deadlines, multiple tasks and adapt well to changing priorities and ad hoc requests
Challenging appropriately
Calculate capital for the assigned businesses to meet monthly reporting deadlines
Intermediate Financial Analyst Examples
1
Intermediate Financial Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of intermediate financial 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 financial analyst
- Produces monthly standardized financial statements for all departments and units within the college
- Take a lead role in the annual insurance budget preparation including gathering exposure information and underwriting data from University departments and recharge units
- Take ownership of his/her model and proactively seeking and acting on feedbacks from Technology leaders
- Reports financial status by preparing and analyzing financial plans, forecasts, and reports
- Creates financial decision support for Financial Planning & Analysis
- Accomplishes finance and organization mission by completing related results as needed
- Including but not limited to revenue, margin, expense analysis and unit costing
- Primary responsibilities will include assisting Financial Planning & Analysis team in the Monthly Operations Review, identification of areas for cost reductions and operational improvements, annual budget process, periodic forecasting, and periodic analysis of operations performance
- Prepare reports and recommendations for management
- Provide guidance and support to others as a project specialist using technical expertise
Qualifications for intermediate financial analyst
- Report capital results to management and other users
- Provide accurate and thorough capital analysis, interpret findings, and identify and refer complex issues / situations beyond own level of expertise
- University degree, preferably with an accounting designation (CA, CMA or CGA) or MBA
- Experience in similar roles 3-5 years minimum
- Bachelor’s degree in accounting, Professional designation CPA CMA or CPA CA an asset
- Candidate needs to be comfortable working in a dynamic, fast-paced environment where every day is different
2
Intermediate Financial Analyst Job Description
Job Description Example
Our growing company is hiring for an intermediate financial 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 intermediate financial analyst
- Analyzes worldwide budget spend reports and make necessary changes to improve accuracy and user friendliness
- Works cross functionally with various teams to ensure weekly budget to actuals is up-to-date
- Streamline Financial Operations and help drive efficiencies
- Assists Ops Systems Project Manager in automation of offline reporting to online dashboards
- Effectively apply fundamental concepts
- Assists director in all financial accounting and reporting including AP and Capital
- Assists departments with monthly financial analysis
- Prepares FTE and OT analysis
- Prepares Production analysis and other professional revenue and compensation analysis
- Prepare financial analysis and project as assigned
Qualifications for intermediate financial analyst
- Implement a rigorous review process on the program assembly hours for the cockpit, aft fuselage, forward fuselage and doors under the site responsibility
- Prepare productivity reports in support of operations managers/director
- Support the CSeries program monthly governance process
- Contribute to the Budgeting, Forecasting and Strategic Planning for the CSeries program
- You have a bachelor degree in accounting professional designation (CA, CMA or CGA) or in process of obtaining it
- You have five (5) to seven (7) years of pertinent experience
3
Intermediate Financial Analyst Job Description
Job Description Example
Our growing company is looking for an intermediate financial 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 financial analyst
- Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.• Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.• Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks.• Present oral and written reports on general economic trends, individual corporations and entire industries
- Act as liaison with corporate accounting
- Prepare proforma analysis
- Capital analysis of new equipment and purchases
- Prepare/monitor fixed assets reports
- Key contract for Clinic Administrator and the AMC Finance Department
- Pull data from various databases and data warehouses for analysis
- Maintain productivity data
- Monitor and assist managers to ensure timely completion of VIP reporting
- Serve as the productivity site liaison for the medical center
Qualifications for intermediate financial analyst
- You have excellent analytical skills, are a team player, demonstrate innovation, perseverance and engagement
- You are able to work under pressure
- You are bilingual (English and French) both written and oral
- Must possess some understanding of investment and finance concepts
- Understanding of system development life cycle processes
- Ability to effectively communicate orally and in writing, and ability to handle multiple projects with a customer service approach
4
Intermediate Financial Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of intermediate financial 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 financial analyst
- Provides support for EMIT L2/L3 divisions - financial planning & stewardship, on both operating results strategic business mgmt analytical support
- Assists with analysis required to find savings opportunities and operational performance improvement insights for supported business area
- Processes Physician/Mid-level Payroll
- Tracks and monitors Physician CM
- Coordinates clinic annual budget cycle with AMC, District Director and hospital Director of Finance
- Provides ongoing training on use of financial budgeting and reporting system to department leaders
- Special projects/analysis as assigned by Finance Director/Clinic Administrator, etc
- Provide back-up duties for daily patient payment deposits in absence of cashier
- Develop forecast of monthly operating and capex expenses
- Provide value-added financial, analytical, and ad-hoc reporting support for various Ambulatory Care Units
Qualifications for intermediate financial analyst
- Prefer an individual with an actuarial background that is an actuarial technician or ASA level
- Support the contract team
- Insure proper accounting and analyze sales, customer advances and various provision linked to contractual clauses
- Prepare quarterly forecast and budget for Sales and customer advances
- Prepare and analyze various management reports
- Promote AES philosophy
5
Intermediate Financial Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of intermediate financial 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 intermediate financial analyst
- Interpret financial and operational information and communicate the financial impact of operational decisions
- Compile or prepare reports, graphs and charts to represent financial data
- Examine data in order to draw conclusions and make financial recommendations
- Review performance and financial trends and make presentations at monthly ACU leadership meetings
- Participate with external agencies on relevant topics such as benchmarking or strategic planning
- Support unit-level financial forecasting, budgeting and analysis
- Preparing reports, presentations and correspondence related to financial project work, financial analysis, and department, unit, center, and institute performance assessment
- Participating in multidisciplinary teams evaluating strategic, operational and financial aspects of the academic enterprise
- Facilitating exceptional customer service delivery to departmental and leadership contacts
- Participating in special projects to improve reporting, analysis, and internal processes to achieve productivity improvements and enhanced customer service delivery
Qualifications for intermediate financial analyst
- You have between two (2) to four (4) years of experience
- You have excellent analytic skills, you are a team player, you demonstrate innovation, perseverance and engagement
- Analyze and present the cash outflows of BBA to Management
- Prepare financial analysis in order to inform senior Management
- Participate in the annual budget and quarterly forecast process
- You have a bachelor degree in accounting CPA designation