Associate Financial Analyst Job Description
Associate Financial Analyst Duties & Responsibilities
To write an effective associate financial analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included associate financial analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Associate Financial Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Associate Financial Analyst
List any licenses or certifications required by the position: CPA, CMA, RMA, CFA, ALM, MBA
Education for Associate Financial Analyst
Typically a job would require a certain level of education.
Employers hiring for the associate 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 Finance, Accounting, Business, Economics, Education, Business/Administration, Associates, Finance/Accounting, Communication, Mathematics
Skills for Associate Financial Analyst
Desired skills for associate financial analyst include:
Desired experience for associate financial analyst includes:
Associate Financial Analyst Examples
Associate Financial Analyst Job Description
- Assists with budgeting process
- Comfortable interacting with Sr
- Prepare and analyze monthly financial and operating reports including but not limited to monthly operating statements, forecasts, monthly variance analysis, and budget data
- Assist in the preparation of monthly forecasts, annual budgets, and long range plans
- Responsible for project work that will rotate and cut across several different financial disciplines including, but not limited to FP&A, new product development, manufacturing investments, and in-market investments
- Engage in assignments that have a low to moderate level of complexity of assignments
- Use ability to understand the “big picture” view
- Analyze financial trends
- Conduct planning and forecasting activities
- Analyze financial variances
- Some interaction with MB Treasury for balance sheet forecasting and capital inputs
- Creation and maintenance of procedural documentation for all duties
- Experience in forecasting, cash flow analysis, understanding concepts behind valuations
- MS Office suite, Essbase, and data handling proficiency preferred
- Ability to identify issues, seek solutions and gain consensus regarding outcome Ability to build relationships with a diverse group of both technical and non-technical resources
- CFA or CPA candidate preferred
Associate Financial Analyst Job Description
- Under guidance prepares standardized and ad hoc reports and/or journal entries in a timely, accurate and efficient manner
- Responsible for executing financial controls
- Under guidance supports financial and operational processing, including data management
- Contributes to a culture of innovation actively seeking ways to enhance the capability and performance efficiency, efficacy and success of Treasury
- Research and communicate with upstream data providers to resolve issues that are affecting data and reporting capabilities
- Match deposits to bank statements daily and apply cash application to ERP systems
- Maintain responsibility for month end closing journal entries and reconciliations as required, lease receivable billings and cash application
- Prepare personal expense accruals for payroll, vacation, and bonuses with review of overall personnel expense during month end closing
- Monitor and reconcile pension accounts and upload contributions to benefits provider
- Monitor and update headcount listing, working with Human Resource department to ensure accuracy
- 1-3 years of financial analysis experience in real estate finance area
- Possess a competency in basic mathematics and a proficiency in working with numbers Demonstrates attention to detail and can perform basic error free analyses efficiently
- A working knowledge of ARGUS, ProCalc, and other financial / analytical software is an added benefit
- During critical reporting periods overtime is expected (including weekends, evenings and holidays)
- This is the perfect opportunity for someone who wants to start their career within Financial Services
- The organization has recently implemented strict controls on overtime to address the industry-wide issue with work/life balance
Associate Financial Analyst Job Description
- Corporate card relationship management
- Reviews and analyzes bank fees
- Other ad-hoc items as needed
- Please note this job description is not designed to cover nor contain a static listing of activities, duties or responsibilities
- Support annual PMO financial planning
- Support SOX compliance activity
- Provide ad-hoc reports and analysis as requested by the PMO
- Responsible for payroll review and reports
- Provides support to the Physician and Midlevel Providers regarding payroll concerns
- Prepares and produces month-end and ad-hoc reports for internal and external use
- Minimum of 1 year experience with SAP or other ERP system is required
- Proven, accountable owner of process and tools is preferred
- Ability to problem solve and troubleshoot issues is necessary
- Ability to communicate effectively with technical and non-technical team members is necessary
- Must exhibit tact and diplomacy
- Telephone and written etiquette is essential
Associate Financial Analyst Job Description
- Incorporate basic understanding of accounting concepts into analysis
- Respond quickly and accurately to customer requests, including special projects and other duties or analysis as requested by plant or divisional leadership
- Will be responsible for overall management of short-term forecast/budget process and may also provide long term strategic planning - budgets, forecasts
- Report to high level executive team with managers, presenting reports and relaying data updates
- Working with with Finance Managers to build their book of business and provide support functions such as portfolio analysis, account maintenance, and client coordination
- Recording of journal entries in Oracle and reconciling account balances
- Interfacing with other groups throughout the firm
- Extensive interaction with auditors during quarterly reviews and year-end audit
- Assisting in the monthly, quarterly and annual close of the public company
- Assisting in the completion of all consolidated financial statements (Balance Sheet, Income Statement, Partners’ Capital, Cash Flows)
- 1-3 years of Accounting experience required, 1-2 years in IT Finance preferred
- Background in automated financial systems and modeling tools including Excel, Access, SAP
- Limited use and/or application of basic financial analysis principles, theories, and concepts
- Proficient in PC based word processing and spreadsheet applications required
- Knowledge of statistical and research methodology helpful
- PC proficiency required in Microsoft Office with a strong emphasis on Excel
Associate Financial Analyst Job Description
- Generates trending analysis or reporting on a monthly and quarterly basis
- Assists business owners with compliance towards budget targets and policies
- Participates in the preparation of annual budgets, monthly forecasts and special finance projects as needed
- Prepares standard financial and operational reports for business units and Corporate Finance
- Prepares various financial entries and analysis and reconciliations to assist in the financial close process
- Work within credit collections team
- Allocation of cash to customer accounts (complex cases, including those that require investigation) that have been escalated by IBM and determine appropriate rectification in S/L, G/L
- Month end close for AR Sub- ledger including, preparing analysis of all reconciling items, determining, and creating the required Journal entries for necessary accruals within 20 different divisions
- Journal entry recording, auditing and reconciliation of multiple accounts
- Creating detailed line item account reconciliations from the ground up
- Working knowledge of IFRS, US GAAP and SOX regulations required
- Experience with structured ERP, Oracle or SAP and consolidated Reporting systems
- In addition to education and experience, it takes a keen sense of detail and exemplary organizational skills to succeed in the field
- Production of quarterly reports including Basle II, structural interest rate sensitivity, maturity of balance sheet and other financial information
- Maintenance of the accounting records for a number of SPV companies
- Production of the SPV for inclusion in the wider UK subsidiaries consolidated P&L and Balance Sheet