Business Analyst, Financial Job Description
Business analyst, financial
provides expertise related to data extraction and cleansing, data mapping as well as validating the accuracy of data after upload.
Business Analyst, Financial Duties & Responsibilities
To write an effective business analyst, financial job description, begin by listing detailed duties, responsibilities and expectations. We have included business analyst, financial job description templates that you can modify and use.
Sample responsibilities for this position include:
Prepares defined reports on a scheduled basis for Major Markets, Sales, HR and the Sr
Responsibility for the business overhead spend and analysis to improve efficiency and expenditure
Responsibility for the P&L, forecasting and budgeting for the BU
External and internal business partnering
Responsibility for the balance sheet reconciliation
Consolidation of APAC countries revenue and budgeting figures
Report and analyse sales performance against forecasts, budgets at the business unit level and geographical level
Assist in annual budget plus quarterly forecasts
Analyse variances and have exposure to pricing in the future
Manages and identifies quality measures to ensure accuracy
Business Analyst, Financial Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Business Analyst, Financial
List any licenses or certifications required by the position: CPA, PMP, MBA, CMA, CBAP, CAMS, SAS, BA, CFA, CBIP
Education for Business Analyst, Financial
Typically a job would require a certain level of education.
Employers hiring for the business analyst, financial 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, Business/Administration, Economics, Education, MBA, Business/Management, Mathematics, Information Systems
Skills for Business Analyst, Financial
Desired skills for business analyst, financial include:
Process mapping
AML
SDLC
Financial Services industry and evolving trends
Microsoft Excel
Microsoft Office
Data extraction and validation
Data mapping
Evaluating reports
Excel
Desired experience for business analyst, financial includes:
Financial Accounting - experience of financial management
Implementation of vendor packages and integration
System application integration and deployment
End user training, leading workshops and change communications
Extensive experience in gathering requirements, documentation and conducting workshops in financial markets, preferably in funds / investment management
Ability to gather, understand, translate and communicate business requirements effectively from senior front-office, risk and back-office business stakeholders to the technology delivery teams
Business Analyst, Financial Examples
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Business Analyst, Financial Job Description
Job Description Example
Our company is hiring for a business analyst, financial. 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 business analyst, financial
- Identify data analytics to better understand each business unit trends and competition
- Report and compile proforma analysis and templates for each business unit to ensure deal points are favorable
- Assist in budget process for Business Ventures
- Update CRM system for Ticket business as directed by the Finance and Operations Manager
- Assist with internal and external financial examination processes, including preparation of supplemental information
- Support the business planning and forecasting process to provide business leadership updates on performance against short-term financial goals
- Support annual budget and long-term planning process
- Support Manager, Business Analysis as back-up on operational functions as necessary
- Ad-hoc projects as needed, such as surveys, KPIs, RFPs, filings
- The successful Financial Analyst/Business Analyst will have a proven track record of developing financial models, providing insight and performing analysis to support meeting key initiatives and maximizing business opportunities
Qualifications for business analyst, financial
- Business Analyst / Senior BA
- Large Transformation Program
- Contract & Permanent Opportunity
- 6+ months of Business and/or Financial Analysis
- High Profile Project
- Process & work flow mapping
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Business Analyst, Financial Job Description
Job Description Example
Our company is hiring for a business analyst, financial. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for business analyst, financial
- Assists in the development of financial data collection and measurement tools
- Provides data analysis and financial impact assessments
- Prepares and analyzes monthly operations reviews
- Prepares variance analysis for accounts receivable, net revenue, and uncompensated care performance
- Creates and supports exception-based report generation for all departments
- Understands revenue cycle operations and technologies
- Practices and adheres to the code of conduct philosophy and mission and value statements
- Performance metrics, tickets, hierarchy, trend analysis)
- Develop P&L and cash flow forecasts in the development of prices for commercial bids and proposals
- Act as financial advisor to the program management office in support of customer change orders
Qualifications for business analyst, financial
- Accounting qualification (full or part) - ACA, ACCA or CIMA
- Intermediate level knowledge of all accounting functions and related to assets and liabilities
- Strong technical background with business modeling
- Ability to write & run SQL in an SQLServer environment
- Minimum of a Bachelor's degree or an in Finance or Accounting and 5 years' experience financial analysis, accounting operations, or operational analysis
- Demonstrated knowledge and understanding of financial and accounting principles as they apply to budget development and business planning
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Business Analyst, Financial Job Description
Job Description Example
Our growing company is looking to fill the role of business analyst, financial. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for business analyst, financial
- Revenue recognition – responsible for revenue recognition process
- Month-end support – support BU Controller and Finance Manager in closing activities accruals, reconciliation and understanding of PnL and BS
- SOX compliance – build understanding and explain SOX compliance related aspects to testers in Prague
- Bid support –provide financial support to business leaders during tender processes
- AP – back up for e-Proc
- Review baseline statistical forecast & effectively manage the final forecast with overrides or adjustments to causal/events
- Work with Events Analyst to ensure we are getting best results from our event causals (holidays, school breaks, promotions) or if additional overrides are needed
- Work with Branded FP&A counterpart to ensure our unit and $ forecasts are based on similar assumptions
- Incorporate recent trend, product mix and promotional strategy into our AUR (pricing) causal
- Manages a calendar based on critical milestones in the master product & floorset timelines
Qualifications for business analyst, financial
- Demonstrated knowledge of financial subject matter with experience identifying and driving consistent, standard, financial policies, processes and internal controls
- Ability to deal with trade-offs, conflict, and change management in a collaborative and positive manner
- Equivalent education/experience may substitute for all minimum requirements
- Advanced knowledge of financial analysis techniques and general accounting procedures
- Working knowledge of SWIFT, FX, Cash and Custody processes
- Knowledge of global instruments including equity, fixed income and fund markets
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Business Analyst, Financial Job Description
Job Description Example
Our growing company is looking to fill the role of business analyst, financial. 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 business analyst, financial
- Experience with Visio charts, process maps and conducting Gap analysis
- Considerable ability to solve problems/troubleshoot to computer system software and operations
- This position occasionally works evenings and more than 40 hours per week
- Develops accurate financial projections to support new initiatives
- Assist with Inventory review including costing, excess and obsolete and safety stock assumptions with the goal to minimize and meet AOP Targets
- Coordinate with management on Sox issues and reviews to ensure compliance
- Ability to support GL to sub ledger Reconciliations
- Serve as a member of the Support Team in support the global Oracle EBS system and more importantly, is seen as an expert from and Financial perspective in the Oracle EBS system
- Possesses technical background sufficient to provide operational support, while understanding when the need exists to ask for additional technical support from other staff members, outside consultants and auditors
- Very knowledgeable in current Financial processes and best practices and champions new processes that streamlines and provides efficiencies in Financial
Qualifications for business analyst, financial
- Demonstrated experience in financial analysis of US Government and/or commercial contracts a strong plus
- Demonstrated interpersonal skills, both oral and written and the ability to establish effective working relationships with co-workers, supervisor, technical staff, clients and senior management
- Possesses strong knowledge of financial systems with the ability to develop ad-hoc reports as required
- Demonstrated ability to effectively gather, interpret and draw conclusions from financial data to provide sound guidance for successful financial management of a division
- Demonstrated ability to effectively manage complex assignments with a high degree of autonomy, prioritize workload and meet competing deadlines
- Proven ability to be resourceful and to take initiative in analyzing situations and develop solutions to difficult problems
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Business Analyst, Financial Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of business analyst, financial. 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 business analyst, financial
- Identify, promote, and support improvements and insights to the business leaders to improve performance
- Prepare various models for cost-benefit, ROI, ROA, bidding and pricing efforts
- Support benchmarking initiatives as they relate to the line of business being supported
- Successfully keep both Finance Management and Business Management informed timely, accurately, and succinctly
- Lead the global IT operational planning and allocation process
- Manage the financials and the consolidation of the IT Capital and Depreciation
- Lead the effort to drive financial efficiencies across IT and major IT service providers by identifying process improvements and automation opportunities
- Facilitate project approval by partnering with project team to incorporate financial perspective
- Evaluate monthly project and operational forecasts to identify material risks and opportunities which should be realized
- Ensure all IT vendor purchase and payment requests are managed and coordinated with the appropriate business partners
Qualifications for business analyst, financial
- Bachelor or Master’s degree in Finance, Accounting or Economics
- Strong client focus, achieving high level of satisfaction from internal- and external clients
- Knowledge of IT services is preferable, but not a requirement
- Analytical, with the ability to see both details and the overall picture
- Organized and able to manage parallel tasks and deadlines
- Ability to communicate at an executive level in English