Analyst, Finance Job Description
Analyst, Finance Duties & Responsibilities
To write an effective analyst, finance job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst, finance job description templates that you can modify and use.
Sample responsibilities for this position include:
Analyst, Finance Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Analyst, Finance
List any licenses or certifications required by the position: CPA, MBA, CMA, PMI, CPIM, CFA, FO, CG, BS, PMP
Education for Analyst, Finance
Typically a job would require a certain level of education.
Employers hiring for the analyst, finance 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, Economics, Business/Administration, Education, MBA, Accountancy, Graduate, Management
Skills for Analyst, Finance
Desired skills for analyst, finance include:
Desired experience for analyst, finance includes:
Analyst, Finance Examples
Analyst, Finance Job Description
- Primary back up for receivable factoring process
- Coordinate various management reporting requirements
- Review and report on U.S. Home Office General Operating Expenses (GOE)
- Review and prepare QBR and Rating Agency presentations
- Assist with the budgeting and forecasting process for the various functions and business groups
- Support M&A analysis
- Provide business decision support to senior management thru ad hoc financial analysis and projects
- Build relationships with peers and internal clients
- Collaborates with key stakeholders across functions, channels, and geographies to develop accurate budgets/forecasts, facilitates process improvements and provides analytical support
- Prepares financial analysis for Senior Management including explanations of variances to forecast, plan, and prior periods and other ad hoc analysis as requested
- General financial understanding a plus (periodic performance reporting, yearly and quarterly opex budgeting and planning, and month-end accounting)
- Prior experience in large multi-national company preferred
- Experience with Oracle or Essbase is beneficial
- Bachelor’s degree in Finance, Economics, Accounting or related discipline preferred
- 3+ years of relevant business experience in finance, consulting, and/or accounting (experience with a public company preferred)
- Advanced financial analysis, forecasting and modeling skills
Analyst, Finance Job Description
- The ability to extract information from existing reports (multiple systems, formats) and aggregate the data and build a system process to deliver and operate an interim reporting solution during a period of transition using Excel and Access
- Preparation of monthly financial reports by region (including variance analysis and succinct commentary) during the implementation of a new SAP financial system
- Creating and revising staff plans & fee proposals
- Learning specifics of client contracts
- Assisting with management reporting
- Evaluate key on-going promotional topics, analyse mid-term trends and draw recommendations for tactical structural promotion optimisation within the Home Channel using both internal and external sources of data
- Develop data tables and participates in analyses of project requests in support of the Finance Department
- Recommend programs, practices and standards to facilitate uniform application of electronic data
- Prepare financial analyses on various aspect of the financial operations
- Prepare schedules and worksheets for regulatory financial reporting requirements
- BS degree in accounting or finance with 8+ years of relevant experience
- Experience of management accounting and/or financial accounting (both preferred)
- Accounting designation or pursuing one, would be an asset
- Bachelor’s Degree in Business, Accounting, Finance or relevant field
- Experience with specialized financial systems such as GL systems, Hyperion/Essbase, Pivot, and other BI interfaces
- Comfortable providing meaningful conclusions, interpretations, and recommendations based on own work
Analyst, Finance Job Description
- Assist Director / Manager to prepare monthly financial results against budget/forecast and key performance measures
- Act as Finance business partner to provide value added support, guidance, financial review and challenge shareholders
- Close the month-end management accounts
- Develop, support, challenge and review business cases
- Work closely with the Planning and Performance team on the preparation of monthly Group Reporting packs
- Provide financial analysis and commentary for month end and Group packs
- Drive performance awareness through structured reporting
- Work with the Groups senior management team to develop annual budgets and quarterly forecasts in line
- Provide support within the Financial Planning & Analysis team when required
- Work as a Finance business partner to provide value added support, guidance, financial review and challenge to allocated client Groups
- 3+ years of relevant business experience and a Bachelor's degree with a concentration in Finance, Accounting, Business, Economics, Math or Statistics
- Extensive ost qualification experience in management accounting and reporting
- 3+ years of business experience in financial analysis and a Bachelor's degree with a concentration in Finance, Accounting, Business, Economics, Math or Statistics
- Experience of interfacing with commercial teams
- CIMA, ACCA or ACA part qualified, finalist or recently qualified
- Ability to operate in a demand led, rapid change environment
Analyst, Finance Job Description
- Maintain strong working relationships with the commercial sales, marketing and legal teams
- Support the Finance Manager to prepare annual budgets and quarterly forecasts for revenue and costs
- Timely and accurate maintenance of all procedure documentation and reporting
- Manage the VAT review process on a quarterly basis and providing information to the Tax team for UK VAT return purposes
- Work alongside the Advertising/marketing team to provide value added analysis on a monthly basis calculating and posting cost accruals and prepayments
- Ad-hoc data analysis and reporting as required by the Global Commercial Finance team
- Engage with the Business to understand their reporting needs
- Working with Operations to incorporate key operation data and KPIs and agree the process for data collection and verification with the technical team
- Coordinate, consolidate and analyse monthly business performance
- Creating bespoke reports to help business teams across the divisions manage their portfolio
- Enrolment in an accounting designation (CMA or CGA)
- Bachelors degree in Finance or Accounting and 2-4 years experience
- Previous financial forecast/budgeting experience essential
- Experience in developing & maintaining performance tracking systems preferred
- Working knowledge of the Bank’s financial systems (FID, FC/FMS, ) an asset
- University degree in Business, Finance or a numerate discipline is preferred
Analyst, Finance Job Description
- Clear, tactful communicator, both verbally and in writing
- Prepare various GL entries for the above named legal entities, both throughout month during the month-end GL close process (cash, other assets, prepaid expenses, accounts payable)
- Prepare monthly reconciliations and certification of several assets and liability GL accounts for management review
- Daily reporting and reconciliation of a mutual fund trust account
- Play a key part in planning & delivering monthly actuals and reforecasting
- Support finance team on current initiatives
- Produce weekly and monthly reporting in a timely and accurate manner, updating the Finance Manager on key highlights and trends
- Lead the Hyperion cost planning and forecasting process for GEHC to ensure headcount and C&B tie out with HR
- Support APAC Equipment Finance Manager and team as needed
- Supporting the Finance Controller / Commercial Finance - by taking a core role in related projects
- Position requires a bachelor degree in Accounting or Finance
- Developing and maintaining requisite understanding of Canadian operations of LOBs and Corporate Groups including related regulatory rules and reporting systems and tax technical and accounting expertise
- Able to team effectively with other members of the BMO Tax Group
- Qualified accountant (ACA, ACCA, CIMA) with proven experience of managing financial data from many systems, building reports and presenting information that meets the needs of a range of stakeholders
- Has a strong commercial background
- PeopleSoft and Hyperion experience a plus