Staff Financial Analyst Job Description

Staff Financial Analyst Job Description

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Staff financial analyst provides assistance and training to staff in matters related to DAI financial accounting and DAI Hyperion budget formulation.

Staff Financial Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Set up process for identifying on a monthly basis the invoices we're expecting to receive, that we received them, and that they have been processed
Set up storage process for invoice back-up (paper, electronic)
Complete invoice transmittal sheets for all brands, ensuring that the correct cost center is charged and that we have appropriate sign-off
Attain brand costs from vendors on multi-brand invoices and complete transmittal sheet
Complete accrual forms for departmental vendors (not brand-specific)
Once approved, scan/copy and deliver to A/P
Troubleshoot email inquiries from vendors due to non-payment
Provide additional copies of missing invoices to A/P for processing
Ensure that payments have been appropriately posted to our accounts (especially Google)
Set up appropriate billing arrangements with channels (currency, bill-to address)

Staff Financial Analyst Qualifications

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

Licensing or Certifications for Staff Financial Analyst

List any licenses or certifications required by the position: SOX, CPA

Education for Staff Financial Analyst

Typically a job would require a certain level of education.

Employers hiring for the staff financial analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Business, Business/Administration, Engineering, MBA, Computer Science, Education, Economics, Technology

Skills for Staff Financial Analyst

Desired skills for staff financial analyst include:

Power Point and Word
Financial and accounting concepts
Microsoft Office Suite
Computer based financial applications
Hyperion
BI tools are strongly
BPC
Budget procedures
Entergy Accounting and Policies and Procedures
Entergy Financial Systems

Desired experience for staff financial analyst includes:

When invoices are processed outside of Parsippany, send invoice to appropriate contact and confirming that payment has been processed
Attain invoices/costs from display vendors on a monthly basis
Complete accrual forms across all brands on a monthly basis
Complete accrual form for OLM cost center
Receive all display IOs, attain proper sign-off and return to vendor
Review Wide Orbit revenue coding for proper commission calculation

Staff Financial Analyst Examples

1

Staff Financial Analyst Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of staff financial analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for staff financial analyst
  • Maintaining intercompany relationship to facilitate timely resolution of issues for ease of reconciliation
  • Prepare and reconcile fund specific demographics leveraging multiple interrelated technology systems
  • Oversee and maintain deal level investment allocation percentages
  • Assist in the quarterly accounting close process including preparation of income statements, balance sheets and statements of cash flows, and preparation of support schedules showing detailed investment activity, income and expense amounts
  • Prepare and monitor the timing delivery of internal and external deliverables
  • Coordinating with the firm’s operations, tax, investor relations, compliance, portfolio and legal teams
  • Reviewing private equity fund clients' partnership agreements, private placement memorandums, and other materials
  • Obtain and maintain all supporting documentation required for all executed investment’s
  • Prepare capital call and capital distribution calculations and memos
  • Monitor cash management activities including forecasting
Qualifications for staff financial analyst
  • At least 3 years experience in IT Finance/Accounting
  • Oversee and coordinate the subscription document review process
  • Assist in the execution of the annual audit ( preparation and oversight of the confirmation process
  • Assist in the preparation of tax estimates and final k-1’s allocation schedules
  • Reconcile quarterly investor statements
  • Maintain various internal calendars
2

Staff Financial Analyst Job Description

Job Description Example
Our innovative and growing company is hiring for a staff 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 staff financial analyst
  • Analyzing financial situations with the guidance from financial advisors, reviewing client accounts and product solutions
  • Producing charts, graphs, and informational guides to act as visual aids to help the advisor educate and inform clients
  • Preparing the agenda and PowerPoint presentation of the information to the client including producing financial reports (Account Snapshots, Illustrations, & Fact Sheets)
  • Gathering and analyzing client data
  • Reviewing and entering client data to planning software
  • Developing preliminary recommendations
  • Reviewing case opportunity, and evaluating implemented recommendations for applicability
  • Providing goal tracking, review, and updating recommendations through renewal planning
  • Drafting client deliverables with guidance from the financial advisor
  • Responsible for month-end close process, including completion of financial reporting package and supporting schedules for operational management and corporate
Qualifications for staff financial analyst
  • 3-4 years experience in Finance and Accounting field
  • Possesses advanced knowledge of desktop analytical, spreadsheet tools (MS Office - Word, Excel, Power Point) and be able to use them to construct in-depth performance analysis
  • Able to write clear concise, and informative reports and messages
  • Uses creativity and judgment to recognize problems and issues which are frequently beyond the scope of established procedures and practice
  • Works on special projects related to financial plans, budgets, and forecasts
  • Has impact on tactical and strategic financial results within local area
3

Staff Financial Analyst Job Description

Job Description Example
Our company is hiring for a staff financial analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for staff financial analyst
  • Review and comparison of actual results with Budget and Forecast estimates
  • Preparation of Overhead reports and review of expenses
  • Preparation and review of cash flow, balance sheet and other actual, budget and forecast schedules
  • Evaluation of distribution costs and determining cost saving opportunities
  • Preparation of analyses and special reports to enable management to monitor performance and offer suggestions for improvement
  • Review participant share statements and comparison to actual results
  • Preparation of audit schedules and requests
  • Provided backup support to AP payments
  • Provides analysis and interpretation of financial and business data, ultimately resulting in independently developed assessments and recommendations
  • Understands and anticipates the relationships among plan, budget, or estimate assumptions and data points
Qualifications for staff financial analyst
  • Proficient in Microsoft Office products, in particular the ability to use intermediate to advanced data analysis techniques within Excel
  • Communicate and report IS&GS Expense status in a timely, accurate, and complete manner to Senior Management to assist in decision making and shaping of proactive direction to the business team
  • Generate process improvements and support to establishing more efficient business rhythms
  • International Tax knowledge
  • Knowledge of International Accounting
  • Assignments can often require the development of nonstandard, creative formats and/or analysis
4

Staff Financial Analyst Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of staff 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 staff financial analyst
  • Develop budgets, forecasts, business plans, cost estimates, variance analysis or other related financial reports and analysis for local organizations, often responsible for consolidating similar reports for a larger unit/organization, summarize regional or
  • Perform post-implementation validation (e.g., accuracy, timeliness, ) by validating balancing controls, reviewing content and structure and troubleshoot as needed
  • Assisting Comptroller with preparing, analyzing, and managing an operating budget of approximately $26 million during the course of a fiscal year
  • Preparing reports showing actual revenues and expenses for the month and fiscal year-to-date versus budget
  • Review the report and prepare an analysis explaining the root causes of the major variances to budget, and will also update the monthly forecast of revenues and expenses for each future month through the end of the fiscal year
  • On a daily basis, the incumbent will track Accounts Receivable for fuel invoices and work order invoices for government agencies outside of ADOT and log/prepare customer payments for transmittal to the General Ledger group
  • Support Enable’s budgeting and forecasting processes, including gathering forecast inputs from across the organization, performing financial analysis and modeling, and preparing related forecast reports and presentations
  • Prepare and present summary analysis and presentations to management
  • Serve as a resource for various groups regarding financial models and reporting systems developed by the Finance department
  • Establish and maintain effective working relationships with key contacts within the functional area(s) supported
Qualifications for staff financial analyst
  • Knowledge of Tableau, Power View, Power BI or similar BI Tools a plus
  • Positive attitude towards people and work assignments, and collaborative work style
  • Ability to analyze information, develop observations and present conclusions concisely
  • Familiarity with various 3rd party accounting software applications a plus
  • Minimum of two years of experience in Finance and Accounting is required
  • Intermediate business knowledge
5

Staff Financial Analyst Job Description

Job Description Example
Our company is searching for experienced candidates for the position of staff 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 staff financial analyst
  • Develop and analyze financial scenarios and forecast variance, benchmarking studies, cost comparisons, productivity/efficiency studies and other ad hoc analysis
  • Support the review and development of financial measurement standards
  • Compile, manipulate, analyze and interpret data taken from internal/external data sources
  • Prepare quarterly financial forecast presentations for senior management and the board of directors with some guidance from department management
  • Create and maintain spreadsheets and databases in support of the financial forecasting process
  • Validate the rationale behind forecast assumptions, identifying risks and opportunities in forecast scenarios by partnering with department leadership
  • Recommend changes for improving current financial planning and analysis processes, documenting and standardizing processes where possible
  • Support ad hoc reporting requests within financial data management software
  • Support the monthly close process, collaborating with Accounting if needed
  • Perform variance analysis on standard costs, purchase prices, and production orders
Qualifications for staff financial analyst
  • An advanced degree, such as a Master of Business Administration (MBA)
  • In depth experience with BI tools (Qlikview, Tableau) and database technologies (SQL scripting in Oracle/SQL Server) preferred
  • Ability to translate from model-building in Excel to multi-dimensional technologies
  • Requires Bachelor’s degree or equivalent in Finance, Accounting, Business Administration or Engineering/Science
  • Wireless, telecommunications, or computer network
  • Analytical and strategic frameworks

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