Analyst, Financial Analysis Job Description
Analyst, financial analysis
provides data and reports to Accounting and other departments within the firm using various tools such as T-SQL, SQL Server Reporting Services (SSRS), Aderant Expert, Aderant Spotlight, Excel and Intellistat.
Analyst, Financial Analysis Duties & Responsibilities
To write an effective analyst, financial analysis job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst, financial analysis job description templates that you can modify and use.
Sample responsibilities for this position include:
Working closely with accounting colleagues to ensure highest integrity with financial accounting and reporting policies
Assist with the integration of Salesforce and the company’s accounting/financial reporting system(s)
Work collaboratively with business-unit teams, accounting, treasury and IT
Building and maintain dynamic financial models (Excel)
Drafting presentations and memorandums for Senior Management (PowerPoint, Word)
Apply working knowledge of applicable laws and regulations
Oversee all aspects of CBS actual, budget, and forecast reporting
Interact with the finance staff of the League office to oversee the budgeting and forecasting processes of League-level businesses
Create presentations for League and Club Executives of League-level financials
Help manage budgeting and long-range planning processes
Analyst, Financial Analysis Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Analyst, Financial Analysis
List any licenses or certifications required by the position: CPA, CMA, MBA, CFA, ACE, CIMA, ACCA, CCE
Education for Analyst, Financial Analysis
Typically a job would require a certain level of education.
Employers hiring for the analyst, financial analysis job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Economics, Business, MBA, Business/Administration, Education, Financial Analysis, Management, Mathematics
Skills for Analyst, Financial Analysis
Desired skills for analyst, financial analysis include:
Accounting
Related work experience
Microsoft Office
Reporting and financial analysis usually acquired through a 4-year degree program
Excel
Microsoft Excel and PowerPoint
SQL and Access skills
Accounting principles and practices
Funding sources and organization structure
PowerPoint
Desired experience for analyst, financial analysis includes:
2 to 4 years in finance or sales analysis fast-paced environment
Home entertainment or other media experiences a plus
Knowledge in Business Objects, Essbase, and/or SAP a plus
Must have intermediate experience with building databases and models
Proficient knowledge of GAAP standards
Reporting, Presentation, and Communication Skills
Analyst, Financial Analysis Examples
1
Analyst, Financial Analysis Job Description
Job Description Example
Our innovative and growing company is hiring for an analyst, financial analysis. 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 analyst, financial analysis
- Budgeting and forecasting for multiple large functional business areas of the organization working closely with the business heads of these areas
- Identifying and understanding key business drivers for both short-term and long-term helping to formulate strategies and plans
- Monthly meetings with business partners reviewing monthly financials ensuring key themes and issues are highlighted
- Ensuring key issues that require action are highlighted to senior finance management
- Developing and presenting value added analyses in quality presentation decks with the ability to explain information with the goal of analytical insight for effective decision-making in an organized and confident manner to senior management
- Consulting and advising as a subject matter expert with business partners and peers
- Providing data and performing due diligence for month-end close
- Prepare business case analyses for capital planning projects, working closely with stakeholders including lead planners/merchants, store operations, store planning & design, logistics and information services teams
- Assess projected and historical investment returns, such IRR, ROI and ROE
- Analyze retail investment data and translate findings into meaningful insights, integrating relevant business knowledge and learning from other projects
Qualifications for analyst, financial analysis
- Problem Solving and Innovation / Creative Thinking
- Experience with Hyperion or similar budgeting/forecasting software a plus
- Use of strong written and verbal communication skills
- Ability to present information to associates and management in a professional manner
- Minimum cumulative GPA of 3.4, Upper 2nd Class Honors or equivalent
- Prefer 2-3 years experience as Financial Analyst or similar role
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Analyst, Financial Analysis Job Description
Job Description Example
Our company is growing rapidly and is looking for an analyst, financial analysis. 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 analyst, financial analysis
- Aim to create an annual process that is more streamlined and efficient
- Operates independently and as a team member
- Responsible for direct interaction with key governance committees
- Support OPC and periodic forecast processes
- Ensure financial planning process communications and adherence
- Partner with finance and business colleagues to ensure that financial plans are connected and synchronized
- Evaluate opportunities to continuously improve and simplify global OPC and forecasting processesTrend and forward looking analysis
- Analyze trends and patterns within the businesses to improve forecasting and decision support processes
- Support financial business partners with analytic information needs and related analysis
- Assist with special projects, ad-hoc analysis
Qualifications for analyst, financial analysis
- Preferably, some experience with MS Access, and statistical analysis, and multidimensional cube reporting (Essbase, HFM, Outlooksoft)
- Solid financial statement analysis and valuation experience
- Ability to work in an entrepreneurial, collegial environment
- Experience in investment banking, transaction advisory, consulting or financial services role
- Written and verbal communication skills with the ability to work effectively as a team player
- Understands client needs and provide superior service
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Analyst, Financial Analysis Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of analyst, financial analysis. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for analyst, financial analysis
- Develop and maintain financial procedures
- Work with IT-BI on analytic needs
- Work with IT-Finance on technology enabled process improvements
- Provide analyses and recommendations in budgeting and forecasting for cost center leaders
- Report financial status by preparing and analyzing financial plans, forecasts, and actual results
- Coordinate, consolidate and analyze results of Cost Centers
- Analyze results and business trends versus relevant internal and external comparisons
- Assist with coordination and implementation of the planning process and interim forecasts
- Conduct key analyses and risk assessments of forecast submissions
- Track and communicate major trends and changes to expectations
Qualifications for analyst, financial analysis
- Successful candidate must possess strong communication, organizational, and technology skills
- Experience with HFM, Hyperion Planning and / or SAP tools preferred
- People leadership experience and project management experience is preferred
- Must have the ability to effectively take on leadership roles within a cross-functional team
- Experience in financial analysis, including P&L, balance sheet, cash flow, valuation models is required
- A proven track record of effective written and oral communication skills and interpersonal skills along with the ability to multi-task, working across multiple time-zones, businesses and cultures is required
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Analyst, Financial Analysis Job Description
Job Description Example
Our company is hiring for an analyst, financial analysis. 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 analyst, financial analysis
- Track daily changes to revenue and proactively work with the business to maximize financial results
- Gather data from financial databases and business teams to create monthly and annual revenue and expense projections
- Respond to ad-hoc requests as assigned on a daily basis
- Assist with the annual budgeting processes, including data collection and analysis
- Highly motivated with a consultant mentality, able to work late during peak times
- Support operation’s finance and non-finance leaders in fielding any requests
- Empowered to lead special projects to improve reporting, analytical tools and internal processes to enhance management decision process
- Develop daily/weekly/monthly reporting, operations review, and various management presentations
- Perform ad hoc business case analysis, including creation of financial models and trending analyses
- Lead in responding to Treasury Audit requirements/requests
Qualifications for analyst, financial analysis
- Must have the ability to recommend and implement process improvements, work independently and handle multiple tasks simultaneously, work well in a dynamic environment, think creatively and work in a team environment are all required
- Excellent analytical, conceptual, communication and interpersonal skills is also required
- A successful track record for business results is a must
- This position is located in Wayne, PA and may require up to 5% travel.Finance
- Able to perform quantitative analysis using appropriate analytical tools
- Advanced degree in business or finance preferred
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Analyst, Financial Analysis Job Description
Job Description Example
Our company is growing rapidly and is hiring for an analyst, financial analysis. 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 analyst, financial analysis
- Responsible for the ongoing maintenance of the SunGard XE treasury workstation
- Foreign Exchange Rates – Track foreign exchange rates daily
- Train others within the team on technical skills
- Work closely with the Director to assist with, and track key metrics including assessing revenue achievement against full year targets
- Develop and maintain financial models in support of the preparation, review and submission of quarterly reforecast and annual budget
- Assist manager in completion of annual operating plan and monthly forecast processes
- Prepares Budget and Latest Estimates for Handling and Distribution Costs, and performs monthly performance analysis on actual results vs
- Monthly performance analysis of H&D costs vs
- Support the design and implementation of the BU Strategy, including but not limited to
- Monthly Forecast of Orders, Sales and EBIT
Qualifications for analyst, financial analysis
- Excellent PC skills including database, Excel, Microsoft Word and Outlook, the ability to quickly learn internal database systems
- One to five years in finance and/or accounting
- Bachelor’s Degree (BS, BA, ) in Business / Accounting related degree required
- Advanced knowledge in MS Access, MS Excel and SQL Server with application experience
- Moderate work schedule – Position regularly works additional hours during the week or on weekends and evenings
- Strong knowledge of Financial Systems, including experience with Hyperion HFM and SAP