Junior Financial Analyst Job Description

Junior Financial Analyst Job Description

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153 votes for Junior Financial Analyst
Junior financial analyst provides reporting on an as needed basis using various reporting tools, including Oracle, Hyperion, and OBIEE applications.

Junior Financial Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Supporting financial modeling in Excel
Maintaining resource data on established excel models
Support global business management functions for Shared Services and Banking Operations
Analyze large amounts of data using Microsoft Excel
Record daily asset and liability transactions via database
Work closely with members of business units to obtain cash flow and earnings forecasts
Provide daily cash reporting to business unit
Providing system support to the business teams for purchase orders and invoices to facilitate timely vendor payments
Review of financial performance of business activities, make recommendations for change or improvements
Creation of monthly Excel financial review packets for the IT Leads and then participating in the review meetings

Junior Financial Analyst Qualifications

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

Licensing or Certifications for Junior Financial Analyst

List any licenses or certifications required by the position: CPA, PMP, CMA, CDFM, FM, DAWIA

Education for Junior Financial Analyst

Typically a job would require a certain level of education.

Employers hiring for the junior 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, Economics, Business, Education, Business/Administration, Management, Mathematics, Graduate, Communication

Skills for Junior Financial Analyst

Desired skills for junior financial analyst include:

Hyperion / SAP would be
MS Power-point
Business
Double entry bookkeeping
SAP
Access and other Office applications
Database
Ever changing environment
Excel
Hyperion and OBIEE will be considered as advantage

Desired experience for junior financial analyst includes:

Analysis and consolidation of resource and financial data
Tracking/metrics duties (Monthly reporting and tracking against financial targets)
Standardizing reporting
Assisting with the monthly updates of the Management pack
Internship at a Financial Services or Accounting firm
Assist in developing and distributing monthly budget vs actual department report to senior management for control purposes

Junior Financial Analyst Examples

1

Junior Financial Analyst Job Description

Job Description Example
Our company is searching for experienced candidates for the position of junior financial analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for junior financial analyst
  • Monthly updates of capital and liquidity requirements for the business
  • Preparing and submitting government reports for Canadian and US entities
  • Managing part of Intercompany Accounting and approvals from various stakeholders
  • Supporting the Treasury and Banking functions as needed(reconciliations)
  • Reconciling balance sheet movements
  • Month end close as required with analysis and the preparation of journals
  • Special accounting projects
  • Working closely with sales team to provide weekly and monthly analysis
  • Forecasting sales by customer and SKU and working with the Operations Department on purchasing plan
  • Accounts Receivable/Accounts Payable functions
Qualifications for junior financial analyst
  • Previous Hyperion Financial Management experience
  • Sense of accuracy and urgency
  • Contributing to department and organization special projects as assigned
  • Some experience in a financial or analytical role preferably within the financial services industry
  • A graduate or part qualified Accountant
  • Assist financial analyst in remediation work
2

Junior Financial Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking for a junior financial analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for junior financial analyst
  • Support the analysis of financial information
  • Assist financial analyst
  • Assist in financial planning
  • Assist in pulling sales curve tool for location planning
  • Enter data into spreadsheets and/or system tools
  • Assist departments Resource Manager to prepare studies, reports, and analysis in areas such as budgets, forecasts, and financial plans
  • Transcribe, interpret, and verify data for correctness
  • Conducting daily reviews of various reports
  • Maintaining and continuously improving control procedures
  • Data entry / scrubbing
Qualifications for junior financial analyst
  • 2+ years of previous experience within the Financial Services industry
  • 2+ years of previous experiences within the Financial Services industry
  • Working with integration
  • Invoicing with purchase orders
  • Assists in the development of monthly forecasts, the annual budget process and the Three Year Plan analysis
  • Assists in the preparation of the monthly executive memos and all related financial appendices
3

Junior Financial Analyst Job Description

Job Description Example
Our growing company is hiring for a junior financial analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for junior financial analyst
  • Preparing and sending monthly cost reports for concluded projects
  • Conducting month close and quarterly forecast process for consumer products and radio businesses
  • Quarterly revenue and expense forecasts with variance explanations
  • Quarterly close support and analytics with variances
  • Managing third party reporting
  • Ensuring receipt of statements and payments due to ancillary group and update reporting package with statement information
  • Preparing and sending estimates to external partners on a quarterly basis
  • Receiving estimates from external partners for quarterly estimates
  • Working with the Finance Manager in supporting Research and Communications departments
  • Supporting and assist with ad hoc requests/special projects
Qualifications for junior financial analyst
  • Creating and conceptualizing modeling for projects
  • Handling sales taxes that are filed monthly
  • Supporting documentation for every event that they pay the tax on
  • Handling expense analysis
  • Estimating material costs
  • Assisting with writing pricing proposals
4

Junior Financial Analyst Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of junior financial analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for junior financial analyst
  • Consolidation, analysis and reporting of monthly/quarterly/annual revenue and commercial spend
  • Work with country Commercial Leaders and Finance as necessary to ensure the businesses are on track to meet targets
  • Partner with the Divisional and Country Finance to ensure key deliverables for financial close, forecast reviews and annual operating plans are met
  • Support the service pricing and pricing approval process
  • Support regional projects
  • Enter information into payroll system
  • Prepare Payroll Summary Sheets for Associates
  • Print out reports
  • Enter capital expense information on spreadsheet
  • Maintain contracts
Qualifications for junior financial analyst
  • Experience in Retail accounting a plus
  • International experience (working or study abroad) a plus
  • Previous experience in reconciliation of leased locations or concessions a plus
  • Eager to learn, dedicated, diligent, highly organized, and reliable
  • Friendly, positive, and highly motivated
  • Able to work longer hours during month end closes
5

Junior Financial Analyst Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of junior financial analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for junior financial analyst
  • Use business tools and resources to gather missing information
  • Conducting general financial analysis of key reports and data obtained from various departments, including finance, operations, sales, marketing, to assess current operations and operational metrics
  • Support Controller with monthly close process including timely preparation of journal entries, account reconciliations, financial statements and supporting work papers
  • Process Remarketing Asset sales transactions
  • Maintain and manage Remarketing Asset logs/records & prepare revenue calculation
  • Set up & perform Media & Accounting System maintenance by processing New Client, Vendor & Deal Requests
  • Prepare Intercompany Forms to ensure adequate persuasive evidence is obtained for revenue recognition purposes
  • Provide financial support across a range of commercial and repair agreements, analysing the financial and accounting implications of the contracts
  • Perform monthly billings in line with Contract requirements
  • Ensure revenue is recognised in line with the individual and specific contract requirements
Qualifications for junior financial analyst
  • Able to work autonomously and without direct supervision
  • Flexibility with scheduling required
  • Close cooperation with the FLDS team in Zurich multiple global stakeholders across IS&P and IWM
  • An understanding of statutory and management reporting benchmarks
  • For internal candidate, he/she must be meeting all the service quality and productivity metrics for the last six months (e.g., Accuracy, SLA attainment, Adherence, Attendance)
  • Experience with financial analysis or equivalent

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