Operations Financial Analyst Job Description

Operations Financial Analyst Job Description

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Operations financial analyst provides timely and accurate financial information for Commercial and Finance leaders to make sound P&L, Balance Sheet, and cash flow decisions.

Operations Financial Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Develop and direct the implementation of strategic business and/or operational plans, projects, programs, and systems
Partner with various levels of management on the business planning process
Prepare periodic business and financial presentations with Executive Management discussing performance against plan
Prepare monthly analysis of business and operating expense results, with timely and accurate communication of actual results vs
Work with cross-functional partners to identify, report, and monitor key operational and financial metrics to support business decision-making
Collaborate with sales personnel and other cross functional finance teams to ensure the best business knowledge is used to solve problems and answer questions
Excellent technical knowledge of financial systems, accounting, and business processes
Aggregates and summarize data using technical tools, accounting principles and relevant business knowledge
Provides analytical support to the Operations team including project/budget reviews, labor and procurement analysis, excel modeling and strategic planning
Works directly with the financial planning manager to track and analyze key business operational metrics

Operations Financial Analyst Qualifications

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

Licensing or Certifications for Operations Financial Analyst

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

Education for Operations Financial Analyst

Typically a job would require a certain level of education.

Employers hiring for the operations financial 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 Operations Financial Analyst

Desired skills for operations financial analyst include:

ERP & financial & accounting reporting systems
Accounting/finance principles and exceptional math/statistics skills
Business
Excel
Microsoft Excel
Microsoft Office
Oracle BI
Balance Sheet
Budgeting/forecasting
Building the P&L

Desired experience for operations financial analyst includes:

Proficient level of organization, written and interpersonal skills
Proficient level of project management
Understanding of accounting and financial policies and principles
Entertainment knowledge a plus
Experience in JDE One World a plus
Establish and maintain appropriate internal controls related to finance, operations, lease administration, and reporting

Operations Financial Analyst Examples

1

Operations Financial Analyst Job Description

Job Description Example
Our company is hiring for an operations financial 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 operations financial analyst
  • Develop in-depth understanding of the business to ultimately enhance monthly reporting of financials by function and develop analysis of key projects, providing additional insight and identifying opportunities to reduce spend and drive profitable growth
  • Encourage ownership of the financials through education and regular financial review meetings with clients
  • Track and analyze sales and margin performance via sales volume, pricing, new product introductions, and expenses
  • Assist in the preparation, review and analysis of sales incentives and marketing programs to determine the ROI and effectiveness of the results
  • Develop and implement sales forecasting process through trend analysis and field input to deliver on-going expectations to future sales performance
  • Develops and administers special projects to improve analytics and reporting capabilities of the department prepare presentations and reports to support the different businesses
  • Verify accuracy of data booked in loan sub-ledger post-close
  • Own transaction monitoring process
  • Coordinate with Legal and Portfolio departments to perform UCC monitoring
  • Ad-hoc preparation of key metrics
Qualifications for operations financial analyst
  • Must have strong communication skills and present to C-level executives
  • 2+ years relevant experience in reconciliation
  • Minimum 7 to 10 years of experience in financial analysis with retail store operations and experience in financial reporting
  • The candidate is recognized for his/her integrity and ethics, his/her judgment and his/her creativity
  • You have outstanding analytical and system skills
  • You’re an effective communicator
2

Operations Financial Analyst Job Description

Job Description Example
Our growing company is hiring for an operations 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 operations financial analyst
  • Evaluates data, prepares forecasts, analyzes trends and presents results pertaining to sales, operations, general business conditions and other areas
  • Independently researches, acquires expertise, and develops solutions for advanced business problems and issues
  • Directs or participates on major projects with significant business impact
  • Build dynamic models to analyze and evaluate revenue potential for new business initiatives and product strategies
  • Ad hoc reporting; including facilitating all business report requests from Sales & Planning Gathers, analyzes, prepares and summarizes
  • Provide FP&A support for the Aircraft Integration and Supply Chain functions
  • Assist in driving annual Budgeting and quarterly Forecasting of departmental opex and capex
  • Support monthly close process and lead variance analysis
  • Provide insight on Airline P&L analysis for existing airline customers and regional airline sales team to drive new airline customer acquisitions
  • Must be able to work extra hours, specifically during the month end close cycle and any project based work that require additional hours
Qualifications for operations financial analyst
  • Experience in Media or a high growth company preferred
  • Experience with Intacct, Salesforce, Tableau a plus
  • Curiosity to consistently ask questions and the willingness to challenge the status quo
  • 1+ years of experience performing financial and ad hoc analysis using data reporting tool
  • Team oriented player who can successfully perform in a fast pace environment
  • Ability to prioritize and manage multiple task/projects
3

Operations Financial Analyst Job Description

Job Description Example
Our company is growing rapidly and is hiring for an operations 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 operations financial analyst
  • Produce ad-hoc reports and analytic models in BPC and Excel to support Global Operations strategic objectives
  • Prepare consolidated monthly and quarterly financial commentary to be shared with Global Operations Management & Senior Management working with Site Controllers and Department Leaders (Monthly Business Reviews)
  • Assists in the development of business plans to include variance analysis of the plan numbers to the current year actuals
  • Experience with large amounts of data in Excel
  • Assist in forecast review meetings with the business unit
  • Aid in guiding the business unit finance directors in understanding the commodity and foreign currency exposure
  • Respond to ad hoc business unit requests
  • Provide brand analysis for new product initiatives
  • Collect and analyze distribution cost information from the international subsidiaries
  • Creation & ongoing management of individual Account Executive revenue goals by Agency & Advertiser for the management of quarterly sales goals
Qualifications for operations financial analyst
  • Financial and technical software and systems (SQL, Hyperion, Chameleon or similar)
  • Able to draw meaningful conclusions and develop actionable recommendations from large amounts of data
  • Prior experience with Budgeting, Forecasting, and Variance Analysis
  • Strong interpersonal and communication skills as this position will be the key Finance contact for various Engineering and Operations functions
  • Well-developed presentation skills as this position will regularly present financials senior management, including VPs, SVPs, and CTO
  • Experience using Hyperion and PowerPivot a plus, but not required
4

Operations Financial Analyst Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of operations financial analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for operations financial analyst
  • Assist Business Managers through the annual planning process
  • Reconcile general ledger balance sheet accounts on a timely basis
  • Ensure financial performance for facilities assigned
  • Troubleshoots and resolves complex inquiries and requests from property managers, accountants, vendors, related to analysis of escalated billing issues
  • Candidate should have a general concept of billing customers
  • Assist in facilitating the annual plan for the Global Warranty team
  • Establish and conduct monthly forecast and reporting metrics for Global Warranty
  • Develop system driven tools to facilitate warranty rate analysis by category, SKU
  • Prepare and distribute the monthly variance forecast for financial and rate impact
  • Develop tracking, forecast and reporting tools in support of global procurement operations
Qualifications for operations financial analyst
  • Must be analytical and intuitive, will need problem solving skills, strong oral and written communications skills, organization and planning skills, team player
  • Must have a high degree of integrity
  • Must take initiative, be assertive and have a high level of energy
  • Should have good listening skills
  • Geographic Mobility (rotational program, locations will vary)
  • 3 to 5 years experience in Finance or Operations in a high performance organization
5

Operations Financial Analyst Job Description

Job Description Example
Our company is looking to fill the role of operations financial analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for operations financial analyst
  • Supports sales management in response to special requests, product training
  • Collaborate with Finance to ensure effective sales/revenues plans
  • Provides reports to assist with the development of effective pricing strategies
  • Administers data to support sales promotions, customer and sales team incentive plans
  • Partners with Finance, Sales, Engineering and Supply Chain to ensure SMUs can be made timely and at acceptable margins
  • Support Finance managers in creating and maintaining key reports around Global Inventory, Capital Expenses, Excess & Obsolete Inventory, Strategic Initiatives
  • Work with finance managers to develop and create global AOP, LRP, and forecasts
  • Ad-hoc financial analysis to support teams
  • Maintain both the TP0 (Standards) and Tooling databases
  • Improve on data intensive tools with a focus on automating the close process
Qualifications for operations financial analyst
  • Minimum of 2 to 4 years of work experience in financial planning and analysis, corporate finance, and cost accounting
  • Years of accounts payable experience with an emphasis on Pay Cycles
  • 2-3 years of financial analysis/modeling
  • Strategic Delivery through financial analytics and reporting
  • Problem Solver and attention to detail
  • Tableau reporting experience

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