Reporting Analyst / Financial Analyst Job Description
Reporting analyst / financial analyst
provides support in Preparation & Review of US GAAP financial statements, trend analysis, variance analytics and commentary.
Reporting Analyst / Financial Analyst Duties & Responsibilities
To write an effective reporting analyst / financial analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included reporting analyst / financial analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Utilizing XBRL and Workiva (Webfilings) to create efficiencies in managing and reviewing SEC filings and to streamline the financial reporting process
Updating PowerPoint presentations (using template provided)
Act as a liaison with Change Management Team and IT on requirement gathering and documentation for consolidation tool, build out reports required for consolidated financial reporting of the US entities, and requirements for daily balance sheet reporting
Effectively communicating analytical results verbally, in writing and in presentation form to all levels of management
Perform accounting research/peer analysis, as needed
Candidate will be responsible for financial reporting
Assisting in review of XBRL tagging for company filings
Binding and printing quarter end books
Managing light business travel and preparing detailed itineraries
Preparing business expense reports
Reporting Analyst / Financial Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Reporting Analyst / Financial Analyst
List any licenses or certifications required by the position: CPA, COSO, MBA, CPE, CIMA, CFA, ACCA, CMA, CGFM, BI
Education for Reporting Analyst / Financial Analyst
Typically a job would require a certain level of education.
Employers hiring for the reporting analyst / financial 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, Economics, Business/Administration, Education, Finance/Accounting, Communication, MBA, Accountancy
Skills for Reporting Analyst / Financial Analyst
Desired skills for reporting analyst / financial analyst include:
SAP
Excel
GAAP
GAAP vs
US GAAP
Tableau
IFRS
Accounting
Sound accounting principles and standards
MS Excel
Desired experience for reporting analyst / financial analyst includes:
Travel to global sites, industry conferences, and offsite training seminars likely
Prepare census reports accurately in order to comply with census reporting requirements
Possess expertise to work with users on identifying business process issues/requirements related to reporting requirements
Assure the accuracy and consistency of all reporting activity
Design, document, and review reporting procedures
Assure understanding of reporting and broader Payroll strategies
Reporting Analyst / Financial Analyst Examples
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Reporting Analyst / Financial Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of reporting analyst / 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 reporting analyst / financial analyst
- Support the Manager – Reporting with annual planning exercises, forecasting, periodic reviews and other projects to enhance reporting capabilities of the team and measure business performance
- Monthly financial reporting, consolidation, validation – Compiles financial data, metrics, and updates from many internal teams
- Assists with preparation of GAAP financial statements, notes and MD&A for SEC filings on Forms 10-Q and 10-K
- Derivative accounting and analysis for 4 commodities
- Assist in preparations and review of technical accounting memos
- Creating a standardized Chart of Accounts (5 independent / disparate General Ledger systems covering 4 US Subsidiaries)
- Performing detailed analysis to define business rules for US consolidations
- Creating mappings from instrument level details into the regulatory reports (FR 7-7Q)
- Performing details data analysis
- Prepare monthly financial consolidation, profit and loss statements
Qualifications for reporting analyst / financial analyst
- Bachelors in Accounting, Finance or IT
- 4-10 years experience in the financial services industry with financial and/or IT analysis with an accounting focus
- Quick learner in regards to systems and ability to master application tools
- Experience in reporting leveraged finance and private equity is strongly preferred
- Strong analytical skills and accurate reporting a must
- Degree in Accountancy / relevant qualification
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Reporting Analyst / Financial Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a reporting analyst / financial analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for reporting analyst / financial analyst
- Prepare US Department of Commerce and other census reports
- Candidate will be responsible for meeting mandatory reporting deadlines
- Candidate will be responsible for presentation development and report writing
- Lead period end close process for Advertising & Consumer Promotions budget, +$250m, ensuring compliance with internal control procedures
- Provide variance analysis of current investment support levels on a periodic basis
- Lead budgeting process for Advertising & Consumer Promotions and Overheads, including the co-piloting of the marketing organization to develop optimal levels of spend that meet budget requirements
- Develop periodic full year forecast for marketing spend, a critical component of the US Integrated Business Planning (S&OP+) processes
- Provide Ad Hoc analysis as needed to the FP&A Director and Category Finance Leads
- Facilitate relevant budget management training for FP&A team and cross-functional partners to enhance business acumen
- Oversee completion of sales tax returns and provide sales tax audit support as
Qualifications for reporting analyst / financial analyst
- Experience in Audit or Public Accounting
- Knowledge of GAAP, preferred
- Balance Sheet and Cash Flow analysis & reporting
- Support quarterly insights presented to Controller, CFO, and Investor Relations on the Balance Sheet and Cash Flow
- Prepare information used in external reporting (Earnings Release, 10K, Census Bureau) & support the SEC filing each quarter
- Transfer Pricing function is housed within the IB Financial Control
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Reporting Analyst / Financial Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of reporting analyst / financial analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for reporting analyst / financial analyst
- Produces quarterly and annual statutory financial statements and footnote disclosures for statutory-based entities using the Freedom software package and Microsoft Word
- Prepares quarterly journal entries and performs queries and drilldowns using the PeopleSoft Ledger system
- Perform duties in accordance with generally accepted accounting policies and procedures
- Assisting with internal and external audit requests, standalone audits
- Special projects as assigned by management *LI-YN1
- Complete financial month end/quarter end close process, including revenue recognition and general ledger maintenance
- Reconciliation of related balance sheet accounts including AR, Inventory, Deferred Income and others
- Maintain FX revaluation reports and investigate and resolve any reconciling items
- Assist in the preparation and coordination of internal and external financial statements
- Prepare the financials and footnotes
Qualifications for reporting analyst / financial analyst
- 2+ years experience completing monthly financial reporting or analysis
- 2+ years experience creating presentations for all levels
- Attention to detail, accuracy, tying things out
- Innate sense of curiosity
- Collaborative – able to partner with internal finance teams to resolve variances and determine viable solutions for changes
- Prior experience with Hyperion SmartView and Planning a plus
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Reporting Analyst / Financial Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of reporting analyst / financial analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for reporting analyst / financial analyst
- Prepares quarterly and annual external financial statements in accordance with US GAAP
- Build analytical models to explain business questions and results
- Participate in Cost Savings and Profit Improvement Analysis/Initiatives
- 10% Benefit plan reporting
- 15% Other analysis and reporting
- 10% Commercial real estate association bookkeeping
- Business analysis to identify the variance in certain period
- Calculate company income tax in accordance with Indonesia Taxation
- Helps prepare 10-Q’s and 10-K reports
- Manages the General Ledger on a daily and monthly basis
Qualifications for reporting analyst / financial analyst
- Experience with completing external audits
- Advanced proficiency with MS Office (specifically Excel and Word)
- CPA with 2+ years experience in accounting with both a Big 4 accounting firm and top tier tech company
- Strategic thinker that demonstrates active enthusiasm for solving problems and making valuable contributions to the company, including experience in leading complex operations
- Accounting designation (CPA/CA, CPA/CGA, CPA/CMA)
- Knowledge of SAP, BPC, and HFM systems will be considered an asset
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Reporting Analyst / Financial Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of reporting analyst / 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 reporting analyst / financial analyst
- The Financial Solutions team serves as an extension of our clients’ financial reporting and tax teams as it relates to equity compensation
- Create financial reports (both standard and ad-hoc) to retrieve data as requested by users in the Finance and Accounting departments to support the on-going analyses of business in the Consumer Products organization
- Calculate the allocation of earnings to noncontrolling interests and prepare the earnings per share calculation on a quarterly basis
- Interface with various divisions to more closely align internal reporting with external reporting
- Assist in the analysis of analyst earnings models for current and future periods
- Assist in the implementation of budgeted vs
- Maintain the XBRL taxonomy and assist in the review of XBRL tagging for various SEC filings
- Prepares monthly financial information for internal use including as needed formal presentations for the board of directors, audit committee, and management
- Ensures financial results are accurate and consistent in all areas presented internally and externally
- Collects and organizes information to support the integrity of the financial information presented such that it can be audited by our independent external auditors
Qualifications for reporting analyst / financial analyst
- Proactive/self-drive work habits
- Bachelor's degree or higher in Accounting or Taxation
- Role may require up to 5% travel
- Previous financial reporting and/or analysis experience
- Chartered Global Management Accountant (CGMA)
- CPA designation (CA/CMA/CGA) or actively pursuing a financial designation