Analyst / Senior Analyst Job Description
Analyst / Senior Analyst Duties & Responsibilities
To write an effective analyst / senior analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst / senior analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Analyst / Senior Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Analyst / Senior Analyst
List any licenses or certifications required by the position: ITIL, CIA, CISA, MCP, PM, ESRI, WPP, SAS, RTO, CEC
Education for Analyst / Senior Analyst
Typically a job would require a certain level of education.
Employers hiring for the analyst / senior analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Accounting, Economics, Statistics, MBA, Graduate, Engineering, Technical, Computer Science
Skills for Analyst / Senior Analyst
Desired skills for analyst / senior analyst include:
Desired experience for analyst / senior analyst includes:
Analyst / Senior Analyst Examples
Analyst / Senior Analyst Job Description
- Ensure Investment Management systems reconcile with ISFA systems
- Ensuring all life cycle events, such as coupons, assignments and expiries are actioned
- Process and reconcile manual adjustments to the fund accounting system
- Timely escalation of any issues or exceptions found during daily processing
- Identification, escalation and suggestions to mitigate risks
- To assist in various projects as required by participating in testing and implementation
- Assist new members of the team in training and as first line support for daily operational issues
- Accountable for the production, maintenance and enhancements of required financial reports
- Accountable for the timely development and delivery of scheduled, new and ad hoc reports and change requests
- Responsible for ensuring KPI (Key Performance Indicators) metrics and quality standards are adhered to and continuous improvement initiatives are embedded within Production & Development
- Minimum of 5 year experience in Capital Markets
- Previous experience in counter party credit risk or modelling preferred
- Solid working knowledge of Hyperion (or other bank financial reporting systems) and other accounting and securities processing systems preferred
- The successful candidate will have a sound understanding of Basel rules, Financial instruments & accounting principles
- Project management and co-ordination experience, including the ability to trouble shoot and solve complex issues utilizing superior professional judgment
- Experience in financial modeling is an asset
Analyst / Senior Analyst Job Description
- Write, maintain and promote PL/SQL code for all ad hoc reporting
- Calculate and report production cost to complete
- Process and pay development project deal memos
- Perform general ledger maintenance on general ledger inventory accounts
- Coordinate accounting activities for UK and Australian production transactions
- Calculate and prepare production insurance claims
- Prepare quarterly production insurance allocations
- Prepare ad-hoc reports and/or special projects upon request
- Import, reconcile and maintain hedge data base portion of EPIC system
- Receive development project and term deal cost analysts requests
- Experience with regulatory projects or BCBS239 principles an asset
- Experience working with web analytics and digital advertising especially Omniture and DFP a major plus
- 1-4 years of experience, preferably at least 2 years of public accounting experience is preferred
- Knowledge of Hyperion Financial Management and Oracle
- Only those with strong verbal and written communication and analytical skills need apply
- 10-15 years of experience in financial modeling, advanced analytics – accessing, compiling, and analyzing large volumes of data into concise and precise information
Analyst / Senior Analyst Job Description
- Support the continuous enhancement of the allowance for credit loss methodology
- Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trends, future requirements and operating forecasts
- Develops cost models to support manufacturing and analyzes actual costs to compare to models
- Recognizing and recommending staff for awards to management, explaining rationale for the recognition
- Manage audit and security controls in the Oracle and Hyperion finance systems
- Manage support and issue remediation relating to finance systems, interfacing with Corporate IT as needed
- Create and maintain data forms and financial reports for all Hyperion Applications
- Provide Oracle financial reporting development and support as needed for finance monthly/quarterly/annual close activities and external audit inquiries
- Analyze and report on the allocated costs of the Service Companies to help ensure transparency and that significant variances are understood
- Keep up to date with accounting principle developments and regulatory accounting developments in order to ensure the optimization of best practices
- Extraordinary Excel and Power Point skills a must!
- CPA or CPA exam a plus
- Minimum 3 years in public/private accounting environment required
- Prior experience with investment holdings reconciliation is desired
- Prior experience with investment applications
- Bachelor’s degree in business/Accounting/finance designation
Analyst / Senior Analyst Job Description
- Prepare ad-hoc reports, analysis, and conduct special project as necessary
- Interpret new and existing accounting standards and requirements
- Prepare position memos related to ensure the Company and subsidiary companies comply with accepted standards and requirements
- Support external audit, including preparation of related footnotes
- Research and make recommendations for external reporting disclosures
- Provide technical expertise, functional and end-user support for a variety of Financial Systems
- Provide security support, both functionally and through automation and workflow
- Install new releases of the application and provide quality assurance testing
- Assist with the integration of acquisitions into existing enterprise applications
- Provide support in the creation of query reports/programs, barcode solutions, educational sessions, general consulting and project managers if requested
- Financial/Statistical/Budgetary MI Production experience including specific use of appropriate software, Excel
- Strong understanding of direct marketing in digital channels
- Passion for videogames is preferred
- Good knowledge of pricing theory, stochastic calculus and numerical techniques used in derivative pricing (PDE/trees, Monte Carlo simulation, optimization)
- Fast learner who grasps complex concepts and techniques quickly
- Sufficient programming experience in C++ and VBA
Analyst / Senior Analyst Job Description
- Conveying important messages to Analysts and stakeholders in a timely manner where applicable
- Providing feedback to Managers on Analyst performance and behaviours against deliverables and feedback
- Willingness to take intellectual challenges
- Versatility, ability to think both inside and outside of the box
- Prepares complex and sophisticated cash flow and GAAP analyses, lease comparisons, lease restructures, lease vs
- Makes recommendations to brokers, their clients, and other service line professionals
- Reads, abstracts and analyzes complex legal real estate related documentation to include leases, financing/loan agreements, mortgage documents, partnership agreements, and corporate financial statements for relevant financial information that will impact the assignment
- Prepares clear, concise, and presentation ready documentation and spreadsheets that support and explain the basis of the analyses for use in client presentations, proposals and/or reports
- May assist and participate in strategy sessions in preparation for conferences with client
- Gather requirements and ensure smooth delivery of reports by liasoning with multiple stakeholders and vendors
- Two plus years of experience within consulting, I-banking or public accounting
- Proficient in extracting MIS from Lotus Notes and other databases
- Analysis and reporting on financial results
- Analysis of benefit realisation and revenue
- Newly qualified Big 4 Chartered Accountant
- Strong communication and stakeholder engagement