Financial Analyst Job Description
Financial Analyst Duties & Responsibilities
To write an effective financial analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included financial analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Financial Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Analyst
List any licenses or certifications required by the position: CPA, CMA, MBA, SOX, PMP, MRPT, CFA, CLASP, GBSC, ACCA
Education for Financial Analyst
Typically a job would require a certain level of education.
Employers hiring for the 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, Business/Administration, Education, MBA, Graduate, Finance/Accounting, Engineering
Skills for Financial Analyst
Desired skills for financial analyst include:
Desired experience for financial analyst includes:
Financial Analyst Examples
Financial Analyst Job Description
- Identify and diagnose data quality issues impacting forecasts and financial reporting
- Light data entry including the processing of Accounts Payables
- Support major financial initiatives, including the annual budget process and long range planning
- Support Senior Director in monthly reporting and reconciliations, ad-hoc reporting requests
- AssistDirector of FP&A in preparing annual budget and quarterly forecasts for multiple divisions and brands
- Develop balance sheet and cash flow forecasting model and review results monthly in order to make continuous improvements to the model
- Participate in month-end close process including variance analysis of expenses and gross margin reconciliation
- Work with staff accountants during close process to ensure proper accruals are made
- Develop models to improve the efficiency and accuracy of expense forecasting
- Update monthly sales and allowance reporting
- Minimum of three years in an Accounting or Finance environment required
- SAP or other ERP system experience preferred
- Proficiency with Microsoft Office 2010 in a Windows environment
- Two plus years of experience in finance or accounting preferably in an entertainment company
- Graduation from an accredited college or university with a bachelor’s degree in accounting or finance required
- Detail oriented, with a desire to understand every aspect of the business
Financial Analyst Job Description
- Preparation of monthly journal entries, account reconciliations, actuals vs
- Develop process enhancements to improve efficiency and accuracy
- Responsible for all weekly payroll data entry, reconciliation, new hire coordination, and recordkeeping for our freelance payroll system
- Responsible for Accounts Payable coordination with LA, including batching and coding of invoices, new vendor coordination, and sales tax compliance
- Assist with the monthly accounts receivable process, including billing, documentation requirements, and reconciliations
- Assist with month-end close process, and special projects as requested by departmental and executive management
- Coordinate with brands/regions in order to prepare variance analysis with explanations
- Maintain and run estimate reports and develop ad hoc reports upon request in a timely manner
- Compile and reconcile the monthly estimate presentation package for distribution
- Perform Foreign exchange impact analysis
- Technical spreadsheet applications experience, primarily Excel, required
- Must have advanced knowledge of Microsoft Excel
- Highly skilled in Excel, including pivot tables, macros and complex formulas in order to manipulate large amounts of data
- Accounting or Finance background with strong academic record
- Ability to deal with senior management
- Can develop PowerPoint Presentations for senior management
Financial Analyst Job Description
- Assist in the overall consolidation of the CBS Television Network monthly financials using TM1 and Excel
- Upload monthly BU financial statements and prepare month-end close journal entries
- Prepare Financial Reporting schedules, footnotes, and key balance sheet account reconciliations
- Prepare BU Intercompany schedules and charges
- Prepare BU and HO reconciliations utilizing various systems
- Prepare schedules for analysis by management
- Continually review and propose improvements to current processes with an objective to create efficiencies
- Monthly analytical review, expense analysis and analysis of expenses vs
- Store contribution targets
- Store expenses and contribution analysis
- Must have general computer literacy with proficiency in Excel and Word
- Working knowledge of Hyperion Financial Systems (CPM) and SAP General Ledger financial systems a plus
- Work effectively on cross-functional teams and with non-financial associates
- Proven ability to be detail oriented with a strong focus on accuracy and accountability
- University degree, or equivalent education and experience, and up to 3 years of related experience
- Experience and/or training in management accounting is a plus
Financial Analyst Job Description
- Refine existing sales planning models and develop new planning models to better predict channel sales performance
- Conduct ROI analysis on key sales activities and marketing campaigns
- Assist in preparation of the weekly cash forecast for the CBS Television Network to be submitted to CBS Corporate Treasury
- Submit and validate monthly consolidated financial information to CBS Corporate Reporting
- Monitor monthly financial results compared to budget and forecast and prepare monthly detailed variance reports
- Analyze monthly results to determine if month-end accruals are required and prepare journal entries and assist in the monthly close process
- Interact with senior management from the SG&A departments and suggest operational and financial improvements
- Prepare headcount reports for the SG&A departments to be submitted to CBS Corporate Reporting on a quarterly basis
- Provide assistance to various Rhino departments in creating purchase requisitions, processing invoices/check requests, setting up vendors, handing petty cash, logging and coding checks received, and follow-up for check requests
- Responsible for various key functions that support the month-end, quarter-end, and year-end close processes such as the P&L and Balance Sheet (B/S) comparatives, P&L and B/S analytics, preparation of journal entries, and the preparation and submission of financial reporting deliverables
- Demonstrate comprehensive understanding of accounting/finance concepts
- Academic or practical exposure to general ledger accounting, account reconciliations, and financial analysis
- Familiarity with JDE EnterpriseOne, PeopleSoft, and Atlas/Business Objects not required but a plus
- Undergraduate degree specializing in Accounting with 0-6 months relevant experience
- Experience with accounting software, JD Edwards, an asset
- Must be proficient in Excel, Advanced a plus
Financial Analyst Job Description
- Provide business intelligence to the Strategic Initiatives Team when needed
- Preparation of product profitability models by product to predict and assess financial performance
- Detailed in monthly responsibilities
- Research and coordinate the resolution of issues for Credit, Customer Service and Loan Operations departments
- Prepare documents and financial reports for Board and OLC meetings
- Maintain and improve existing financial reports for various departments and for all loan products
- Prepare contingency requests, and other miscellaneous performance reports and analysis
- Manage vendors management process including annual review
- Prepare and present periodic updates as requested on project responsibilities
- Manage SOX audits and corresponding documentation
- 3 years in relevant finance or accounting work
- Must have a comprehensive knowledge of accounting and finance concepts, and how to apply them to the company’s transactions
- Experience in an analysis/planning role is a plus
- Advanced proficiency in MS Excel and MS Access
- Previous experience in an analytical or reporting environment is a plus
- Create and review production budgets