Financial Analyst / Accountant Job Description
Financial analyst / accountant
provides support for one or more Oracle modules (GL, FA, AP, AR, Purchasing, Sub-Ledger Accounting and Workflow).
Financial Analyst / Accountant Duties & Responsibilities
To write an effective financial analyst / accountant job description, begin by listing detailed duties, responsibilities and expectations. We have included financial analyst / accountant job description templates that you can modify and use.
Sample responsibilities for this position include:
Maintain database of key performance indicators from various departments within transportation
Communicate within Logistics, other functions, Brand finance teams
Analyze complex financial actions and prepares recommendations
Provide interpretation of financial policies, governmental legislation, &accounting theory
Analyze financial information to determine present and future financial performance
Identify trends and recommends improvements accordingly
Evaluate complex profit plans, operating records, and financial statements
Provide analysis relating to budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, and business forecasts
Make recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies
Coordinate with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements, government requirements, and operating forecasts
Financial Analyst / Accountant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Analyst / Accountant
List any licenses or certifications required by the position: CPA, CMA
Education for Financial Analyst / Accountant
Typically a job would require a certain level of education.
Employers hiring for the financial analyst / accountant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Business, Education, MBA, Business/Administration, Economics, Communication, Financial Analysis, Management
Skills for Financial Analyst / Accountant
Desired skills for financial analyst / accountant include:
SAP
Financial and accounting concepts and practices
Broad set of accounting principles and techniques
Oracle General Ledger and Fixed Assets modules
ERP software and Project Accounting Modules
Especially JDE implementation and upgrade
Generally Accepted Accounting Principles
Microsoft Office Products
Oracle GL and FA
Power Query for Microsoft Office
Desired experience for financial analyst / accountant includes:
Have strong IT skills and a working knowledge of the Microsoft Office suite
Assist organization's CFO in the development of the budget, planning, and other corporate financial requirements
Oversee the capital expenditure reconciliation and spending in coordination with the Chief Engineer and Engineering Assistant
Three or more years of analytical experience
Experience with cash flows, preferred
Previous experience with GAAP, General Ledger, and Trend / Variance Analysis
Financial Analyst / Accountant Examples
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Financial Analyst / Accountant Job Description
Job Description Example
Our company is looking to fill the role of financial analyst / accountant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial analyst / accountant
- Assist with the planning, budgeting and forecasting activities
- Collaboration with external audit team for interim and year end audits
- Ensure compliance with local finance policies and procedures
- Financial close – communication of variances, key operating metrics, highlights, and financial performance
- Review private equity fund clients' partnership agreements, private placement memorandums, and other materials
- Assist in the execution of the annual audit
- Assist with month end closing by preparing and entering closing journal entries
- Prepare, coordinate and distribute monthly, quarterly and annual consolidated reporting package to internal management and VF Corporate
- Recommending and implementing process improvements to increase efficiency and maintain credibility
- Point of contact for cross functional teams for business related questions/requests
Qualifications for financial analyst / accountant
- Public Accounting Firm experience is highly preferred
- Must be comfortable communicating and interacting with inter-department managers and customers
- 1-3 years Private Equity experience with strong knowledge of Investran
- Excellent excel and technical skills
- 1+ year of Private Equity experience
- CPA or CMA license preferred
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Financial Analyst / Accountant Job Description
Job Description Example
Our company is hiring for a financial analyst / accountant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial analyst / accountant
- Processing of monthly actuals to compliance standards
- Financial Control and governance framework for the P&L and Balance Sheet
- General Ledger and financial systems maintenance
- Preparations of reconciliations for certain balance sheet and key P&L accounts
- Ownership of OPEX components including forecast, management reporting and management of internal recharges
- Responsibility for management of the half year & full year audit
- Support the business segment by providing key commercial analytical insights
- Validating and ensuring understanding of financial and accounting terms and findings
- Respond to and assist in meeting information and analysis requests from the Transportation business unit
- Record timely and accurately all business related expenses (personnel expenses, travel, marketing, fixed assets depreciation )
Qualifications for financial analyst / accountant
- Provides leadership, expertise, training and assistance to other reporting users
- Work with stakeholders and management to understand processes for improving accuracy of costing methodologies
- Expert or Advanced skills with Microsoft Excel, Microsoft Office, Data Analysis, and Cost Accounting
- Must have background in Report Design and creation, time management, and prioritization of activities
- Seeking collaborative Team Player and effective Individual Contributor
- Ability to handle multiple priorities under time constraints and manage deadlines independently
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Financial Analyst / Accountant Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of financial analyst / accountant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial analyst / accountant
- Monitor and reconcile inventory reserves and obsolescence
- Process complex monthly allocations and journal entries
- Prepare and maintain various reconciliations
- Help update and maintain several departmental budgets
- Assist CFO, Treasurer and Controller with various special projects
- Assists in the month-end close process, including but not limited to preparation of journal entries, consolidation of financial statements, and detailed analysis of general ledger accounts
- Develops, prepares, analyzes and distributes financial reports upon request
- Provide accounts receivable, accounts payable, or general accounting assistance as needed
- Reconcile daily bank reports
- Provide general assistance during internal and external financial audits
Qualifications for financial analyst / accountant
- Must consent to a background check
- Ownership of closing the monthly general ledger for multiple business sectors
- Working closely with the management reporting team to prepare management dashboards and key messaging for forecast discussions with the business
- Provide commentary and key insights into variance analysis (actuals vs budget and PY) for the three respective business segments commentary
- Assistance with production of monthly, YTD actuals and key metrics reporting on a monthly basis
- Enhancement of reporting tools, cost centre structures and other reporting tools
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Financial Analyst / Accountant Job Description
Job Description Example
Our growing company is looking for a financial analyst / accountant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial analyst / accountant
- Maintain existing cost accounting and control procedures and methods consistent with internal financial policies and SOX requirements
- Support CR repair service and engineering managers
- Reporting Team – work to ensure the firm financial activity and results are recorded accurately in accordance with accounting and regulatory principles
- Special Projects/Process Improvement - Participate in key team-wide or department-wide initiatives to improve overall performance, process improvements and support strategic initiatives
- Prepare or assist in preparation of annual exempt organization returns, income tax returns, monthly sales tax returns, annual unclaimed property reports, annual personal property listings, quarterly and annual payroll tax and information returns, including amendments for the University, DUHS and other supporting organizations
- Respond to notices from the IRS and other taxing authorities related to such filings
- Work with and support Corporate Payroll and Accounts Payable by reconciling payroll and withholding tax accounts and assisting in the calendar year end process, identifying and preparing earnings adjustments for taxable benefits, the processing of IRS B-Notices and other related projects
- Work with Corporate Payroll, Accounts Payable and Employee Travel & Reimbursement to prepare timely and accurate deposits of payroll and non-payroll withholding taxes and resolve discrepancies for the University and DUHS
- Review and approve construction sales tax invoices
- Maintain a monthly county breakdown of refundable sales tax paid, and prepare semi-annual sales tax refund requests for the University and DUHS
Qualifications for financial analyst / accountant
- A high standard of financial reporting and accounting in industry
- Capability to think outside the box to look at solutions
- 3-5+ years of progressively increasing experience in accounting and financial reporting roles, preferably within investment accounting, the insurance industry and/or financial services
- Must have three to five years of relevant work experience in accounting or finance
- 5+ years technical accounting experience with exposure to software companies and accounting experience with related services (consulting, engineering and training) exposure to international accounting principles (US GAAP, IAS) supporting these particular disciplines
- Possess automated general ledger systems experience
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Financial Analyst / Accountant Job Description
Job Description Example
Our company is hiring for a financial analyst / accountant. 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 financial analyst / accountant
- Assists with preparation of monthly income statement and balance sheet variances, balance sheet reconciliations, journal entries, and maintaining accounting records
- Assists in the preparation for internal/external audits and immediately escalates process issues and/or potential process issues impacting any aspect of the audit work to the appropriate peer and/or management
- Begins to develop knowledge and company specific financial acumen by leveraging the experience of more senior peers and researching internal policies/procedures, methodologies, standards, external publications/regulations and attending internal/external training
- Routine GL account analysis
- Hyperion financial data upload & validation (actual, forecasts, budgets)
- P&L & Balance Sheet flux analysis
- Enter company transaction accounting / reconciliation
- Signature authority matrix maintenance
- SOX self testing (twice annually)
- Annual corporate tax package preparation
Qualifications for financial analyst / accountant
- Minimum of two (2) years of experience in manufacturing accounting, with a strong interest in cost accounting
- Must be advanced in Microsoft Excel and proficient in Word, PowerPoint and Outlook
- Bachelor’s Degree in Accounting, CPA certification or CPA path preferred but not required
- Two to five years of accounting experience
- Experience with significant business processes such as Fee-based Services, Risk Management Hedging, Derivatives Trading, Deposits, Securities, Taxes, Compensation, Benefits a plus
- 3.0 or higher GPA is required