Entry-Level Financial Analyst Job Description
Entry-Level Financial Analyst Duties & Responsibilities
To write an effective entry-level financial analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included entry-level financial analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Entry-Level Financial Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Entry-Level Financial Analyst
List any licenses or certifications required by the position: SOX, CFA, CPA
Education for Entry-Level Financial Analyst
Typically a job would require a certain level of education.
Employers hiring for the entry-level financial analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Finance, Accounting, Business, Economics, Education, Business/Administration, Actuarial Science, MBA, Statistics, Mathematics
Skills for Entry-Level Financial Analyst
Desired skills for entry-level financial analyst include:
Desired experience for entry-level financial analyst includes:
Entry-Level Financial Analyst Examples
Entry-Level Financial Analyst Job Description
- Designs, maintains, and delivers ad hoc reports, and financial models
- Analyzes weekly and monthly results, highlight trends, opportunities and risks
- Partners with Digital Sales team to create customized reporting and analysis
- Designs and provides ad hoc reports, and financial models
- Financial budgeting, forecasting, reporting
- Exposure to the various commercial banking business lines to establish a basic understanding, loan and deposit accounting / pricing
- Tracking of the annually approved budget, collection of the monthly future forecast and billed costs
- Data reconciliation, report analysis and financial reviews with stakeholders
- Submission of the IT enterprise program or project financial data in Clarity to support management program operational reviews
- Understand the Optum capital and financial processes
- 0-3 years in an analytical position
- Excel power user (pivot tables, v-lookups, advanced IF statements)
- SAP (BPC) preferred but not required
- Must be able to manipulate large amounts of data from various sources and ensure accuracy and integrity of financial numbers
- Excellent oral communication and time management skills are a must
- Strong skills in Word, PowerPoint, Access and especially Excel are required and experience with SAP and Hyperion is a plus!
Entry-Level Financial Analyst Job Description
- Analyze and report on financials and partner with Capital Managers to accurately track and report capital costs
- Partner with Capital Managers to provide support on supplemental reports and source files
- Create and maintain Process Flow / Playbook to outline capital accounting standards
- Participate on special projects and ad hoc financial requests
- Assist with engagement shutdown activities (prepare final bill to client, close job numbers)
- Provide investment data expertise to internal and external clients
- Ability to work with range of internal associates
- Collaborating with the CFM Lead and the Service Center team to confirm all Customer invoices get paid on time
- Supporting Delivery and/or Business Development Team with invoice questions/concerns
- Partnering with Delivery organization and with the CFM lead to ensure compliance with policies and internal controls, including but not limited to contract checklists and revenue recognition policies
- Bachelor's degree or above in Finance, Accounting or Business-related field
- Analyze Results – Analyze the key drivers and metrics vs historical performance, budgets, forecasts, and strategic plans and communicate results to leadership for decision support, plan reviews and operational reviews
- Process Improvement – Identify process improvement initiatives related to any planning, reporting or analytic process
- 1+ years experience with identifying sources of funding and setup of financial tracking documentation
- 1+ years experience in cost control-tracking of actuals and committed spend against the spending forecast
- Currently enrolled and pursuing degree in Finance or related field from an accredited university
Entry-Level Financial Analyst Job Description
- Teaming with Project Managers to monitor engagement profitability
- Coordinating with CFM lead to develop and prepare engagement-specific financial reports for client management
- Providing guidance to Project Managers with respect to financial reporting concepts, key financial metrics
- Supporting the CFM lead to provide appropriate engagement-specific financial data for regional budgets and forecasts
- Collaborating with an offshore team to post invoices
- Completing detailed monthly close activities for projects in scope
- Runs routine weekly/monthly performance reports
- Assist in the preparation of the Company’s external financial reporting deliverables, including quarterly and annual reporting (Form 10-Q and Form 10-K), other SEC filings
- Prepare and maintain certain footnotes to the Form 10-Q/10-K, supporting schedules and documentation for SEC filings
- Assist with ad-hoc requests and accounting research as needed
- Target start date Spring/Summer 2017
- Flexible for relocation (for rotation assignments)
- Entry level experience with general accounting
- Intermediate level proficiency with MS Excel
- Ability to interact and develop effective working relationships across organizational lines
- Possess initiative, be a self-starter, self-directed, highly motivated and able to work in a fast-paced environment
Entry-Level Financial Analyst Job Description
- Utilizes existing models and methodologies
- Coordinates preparation of presentation materials and may develop some materials
- Applies financial modeling and formulas to data and provides advice and recommendations on decisions having minor impact on department or company
- Calculates unit cost, labor cost, overhead allocation, and/or contract, services and material cost needed to develop budgets, compare actual to budgeted costs to support variance analysis and forecasting with direction and supervision
- Builds detailed analysis and reports utilizing Excel, Word, PowerPoint, and Access
- Assist in development of annual budget and periodic forecasts
- Coordinate regional fixed asset activity and assist in capital expenditure review and reporting
- Work closely with Shared Service organizations to ensure compliance with policies and reporting requirements
- Participate in ad hoc projects and analyses in support of region operations
- Monthly close and related processing and development and preparation of analysis
- Familiar with Earned Value (EV) concepts and applications
- Knowledge of Program Performance Management processes
- Must work well in a team environment, collaborating with others to accomplish company objectives
- Experience using Microsoft applications with an emphasis on Excel
- Experience using Pivot Tables and V-Lookups in Excel
- Experience supporting Earned Value management techniques
Entry-Level Financial Analyst Job Description
- Prepares uncompensated care projections and variance analysis for accounts receivable and net revenue performance
- Monitor defined reports and work with applicable departments to ensure AR is properly stated at month end
- Analyze budgets, financial reports, and projections for accurate reporting of financial standing
- Present recommendations to internal and external customers
- Upload documents and organize Knowledge Sharing Network (KSN) sites
- Develop and implement databases, spreadsheets, and other required documents to track and support program initiatives
- Attend required internal and external meetings, as needed
- Process deposit and withdrawal transactions
- Process monthly market value, yield, and duration for each contract for valuation and risk reporting
- Process fee receipts
- Proficient with Microsoft Office Suite with emphasis in Excel
- BA/BS degree or equivalent practical experience in Accounting or Finance
- Good understanding of GAAP accounting principles and SEC reporting regulations
- Knowledge of Essbase/ Oracle is a plus
- BS/BA in Finance, Economics or related business degree
- 1+ years of experience (internships are okay)